In general, there are two different types of accounts, namely company account and person account. The word “account” is used to describe both the company account and the person account in generic term.
The usage of the specific terms, such as “person account” and “company account” are used to refer to each account, namely, the person account and company account respectively.
On this page, you can view the list of documents linked to an account, contact, person or project. You can view the most recent documents in the system that were either created or modified by the person who is currently logged, or the recent documents created or modified by other people.
All users can view the list of recently created or modified documents. However, the list will show only documents that are accessible by the person who is currently logged in, depending on the security level of the document.
The information in this document is based on product update 250.
Note: To access the documents of the required person contact linked to a person account, select the required contact in the Type column under the Links section, and then click Documents under the Monitor section.
Click this to refresh the list based on the defined criteria.
Click this to clear the defined criteria.
Click this to create a document.
Click this to view the total number of documents for the search result based on the defined criteria.
Click this to exit.
Type or select the ID of a person to display the documents created by the selected person. By default, the person who is logged in to Exact Synergy Enterprise or the person displayed on the personal card is selected.
Note: This field is available only if you are accessing Documents under the Monitor section from the personal card.
Type or select a project to display the documents attached to the project. By default, the project selected on the projects search page is displayed.
Note: This field is available only if you are accessing Documents in the Execution column under the Project monitor section from the project card.
Type or select an account to display the documents attached to the account. By default, the account selected on the accounts search page is displayed.
Note: This field is available only if you are accessing Documents under the Monitor section from the account card (at Customers à Reports à Accounts à Search, select Company or Person at Account: Type, click Show, and then select an account).
Select an option to list the documents as described in the following:
Note: The availability of these options varies, depending on the search page you are accessing from, to view the documents.
Select a contact to display the documents linked to the contact specific for a company account type defined at the Account field. By default, the contact selected on the contacts search page is displayed.
Note: This option is available if you are accessing Documents under the Monitor section from the contact card of company account type.
This field controls the way the results are displayed.
Select List to display the search results in a list format. Select List: Threaded to display the search results in a list format together with their corresponding replied documents, if any. Select Summary: Type to display the search results in a summary format arranged according to document type. Select Summary: Category to display the search results in a summary format arranged according to category.
Select a category to list documents of that category.
Note: This is unavailable when the results are displayed by Summary: Type and Summary: Category.
Select a document type to list documents of that document type.
Select the required modified date ranges. Select All to list all documents. If you select other options, the relevant dates will be filled up accordingly. The previous and next arrows can then be used to go to the previous or next period. If you select Range, the previous and next arrows are unavailable.
Fill in the first date field only to search for documents modified on or from that date onwards. Fill in the second date field only to search for documents modified on or before that date.
Type or select the appropriate security level to display documents with the corresponding security level.
Select the relevant check boxes to search for documents in these document statuses. Searching for documents with all the check boxes cleared will display all documents except for documents that have been archived.
Type the text to be used for searching. This will search for corresponding text within the document, the subject, and the ID.
Select this check box to display documents that you have yet to read.
Select this check box to display the documents attached to the subsidiaries of the account.
Note: This check box is available only if you have clicked Documents under the Monitor section on the account card.
Select this check box to display the documents attached to the children projects of the project.
Note: This check box is available only if you have clicked Documents in the Execution column under the Project monitor section on the project card.
This section lists the results of the search according to modified date and time, document ID, document type, document subject, creator, status and the relevancy of the documents matched to the search criteria.
Click this icon at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. You can also specify the columns to show at the results section as well as the order of the columns. Apart from that, you can specify the main category and document type to exclude from your search. Click Save to save the settings, Reset to set back to default settings, Advanced to define more settings, or Close to exit.