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Documents

Search using existing Filters:

  1. Select the Documents icon from the homepage
  2. Select a view from the list of Document Views.
  3. Select the arrow next to the view to see available filters.
  4. To apply a filter, select from the list of filters.
  5. Enter your Criteria.
  6. Select OK.

Build your own search:

  1. Click in the Search in All Documents window.
  2. Select one of the field parameters.
  3. Select an operator.
  4. Type or select a search parameter.
  5. Select Add to add the constraint.
  6. Select Search.

Notes:

  • Constraints that have not been run are outlined with a dashed border.
  • To edit, select the constraint.
  • You can create multiple constraints to search.

Once you open the Documents section of Experience, you can use the following toolbar to start working with your files.

Notes:

  • Settings and options will vary depending on your access.
  • This toolbar is only visible after selecting a file(s) from your search using one of the methods.

  1. Show or hide views list.
  2. Download document
  3. Export to PDF
  4. Print document.
  5. Email document
  6. Version control. Note: This option will be greyed out in most cases.
  7. Move content
  8. Add to Workflow
  9. Open in Workflow
  10. Remove from Workflow

View/open a document:

  1. Search for document criteria.
  2. Select the document you want to open from the displayed list.

Navigate:

  1. Previous page.
  2. Current page (optionally type a specific page number in this box)
  3. Total number of pages.
  4. Next page.

Document Views & Panels:

  1. Show/Hide page thumbnails
  2. Show/Hide Related Documents.
  3. Show/Hide Related Tasks.
  4. Show/Hide Forms.
  5. Show/Hide Properties.

Page options:

  1. Back to Documents list
  2. Save document
  3. Create a task
  4. Annotate page (will only how for .tiff files)
  5. Add a page
  6. Download document
  7. Export to PDF
  8. Print
  9. Send in email
  10. Add to Workflow

Add a page:

  1. Search for document criteria.
  2. Select the document you want to open from the list.
  3. Select Add Page.
  4. Choose the new page’s location.
  5. Choose the capture source.
  6. Select Done.
  7. Browse to and select a file (if applicable).
  8. Select Done.
  9. Select Save.

Delete a page:

  1. Select a page from the Page Thumbnails pane.
  2. Select Delete.

Notes:

  • Once a page is deleted, it cannot be restored.
  • You need access to delete pages.

Send in email:

  1. Select the page or document.
  2. Select Send email.
  3. Enter the recipient's email address.

Notes:

  • This can be done at the page or document level.
  • When selecting an item from the document list, select the check box that appears next to the item name to view the toolbar.

Add to Workflow:

  1. Open or view a document.
  2. Select  Add to workflow.
  3. Select a workflow process.
  4. Select a queue.
  5. Select a priority.
  6. Select Add or Cancel to quit.

Open in Workflow:

Note: The documnet must already be added to a workflow before opening.

  1. Select or open a document.
  2. Select Open in Workflow.

 

 


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