Exact Synergy Enterprise incorporates Unicode to support multi-language characters. However, it is possible that during conversion, some documents were not properly converted. Thus, the content in the documents have characters that cannot be read or will be represented by question marks.
At this screen, you can perform a search for documents and select the documents that are not Unicode-compliant to be repaired. The contents in the documents will be readable once the documents are repaired.
System/Setup/Other/Documents: Repair
You can repair documents only if you have the Administrator role.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to display a list of documents according to the defined criteria.
Note: Once you clicked this button, the name of the button will change to Search. The Maintenance, Cleanup, and Repair buttons will be available. The Reset, Count, and Default buttons will be unavailable.
Click this to clear the defined criteria and reset search conditions.
Click this to count the documents that match the defined criteria.
Click this to reset the search page to show only default search criteria fields.
Click this to display the criteria and make changes to the defined criteria.
Click this to perform batch document updates where you can change the properties of, or set to Archive status, all documents in the search result.
Click this to perform several batch cleanup operations on documents in the search results.
Click this to repair the documents (selected under the Repair column in the search results) that were not properly converted to support Unicode. For more information, see Selecting Documents to be Repaired.
Note: This button is available in the search results screen if this screen was accessed via System/Setup/Other/Documents: Repair and if you have the Administrator role.
Click this to exit.
Type the text to search for documents containing this text.
Select a document main category, category, or subcategory to search for documents in this main category, category, or subcategory.
Select a project to search for documents linked to this project.
Type or select the type to search for documents of this type.
Type or select an item to search for documents linked to this item. Click the condition icon to change the search condition to:
If the search the condition is Equal to and if this field is blank, any document, regardless of linked items, will be displayed.
Select a person to search for documents created by this person.
Type or select an account to search for documents linked to this account. Click the condition icon to change the search condition to:
If the condition is Equal to and if this field is blank, any document, regardless of linked accounts will be displayed.
Select a contact to search for documents linked to this contact of the account selected in the Account field.
Note: The search condition of the Account field must be Equal to.
Select one of the following sort methods to sort the search results list. Four methods are available:
Note: In order to use Ranked by relevance, you must configure the system to use Advanced full-text search. For more information, see Customizing Exact Synergy Enterprise.
Select Yes or No to show or hide the reading pane below the search results list. You can use the reading pane to quickly view the content of a document without opening the document.
Select Count to display only the number of documents that match the defined criteria. Otherwise, leave it blank to display a list of documents that match the defined criteria.
You can save your search criteria as a template. For more information, see Creating and Modifying Templates.
Click at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following sections/fields:
You can add or remove columns to be displayed by selecting the relevant columns. You can also arrange the columns by clicking Up or Down. The default columns are Subject, Type, Category, Account, Creator, and Modified.
This section contains fields related to the document properties.
Type the subject to search for documents containing this subject.
Select the Exclude check box to exclude document replies from the search result.
Type the exact ID number of the document you want.
Type the security level range to search for documents within this range. To search for all documents above a certain security level, type only the starting level in the first field and leave the second field blank.
Type the text to search for documents based on attachment file name. There are five search conditions available when you click the condition icon. Each click will change the search condition to:
If the search condition is Equal to, Starts with, or Contains and if this field is blank, any document, regardless of document attachment, will be displayed.
Select a division to search for documents linked to this division. Click the condition icon to change the search condition to:
If the condition is Equal to and if this field is blank, any document, regardless of linked division will be displayed.
Type or select a language to search for documents set to this language.
Click the condition icon to change the search condition to:
If the search condition is Equal to and if this field is blank, any document, regardless of document language, will be displayed.
Select Normal, Frontpage, or Headline to search for documents published as this type. Leave this field blank to search for all documents regardless of the published type.
Select the relevant check boxes to search for documents in these document statuses. Clear all check boxes to search for all documents regardless of document status.
Select Documents + Attachments to apply the search term in both documents and attachments. Select Documents or Attachments to apply the search term either in documents or attachments respectively.
Type or select the opportunity code to search for documents linked to that opportunity.
Select this check box to include only document layout, mail merge layout, and front page layout documents in the document search.
This section contains fields related to the item linked to the document.
Type or select a serial number to search for documents containing items with the serial number.
Type or select an assortment to search for documents linked to this assortment. Click the condition icon to change the search condition to:
If the condition is Equal to and if this field is blank, any document, regardless of linked assortments, will be displayed.
Select an item to search for documents linked to the child items of this item.
Select an item to search for documents linked to the parent items of this item.
Select an item relation type to search for documents linked to items that have this type of item relation in the item configuration. For more information, see Viewing Item Cards.
This section contains fields related to the document ownership.
Select a person to search for documents where document Rights is assigned to Creator/Owner and Owner is assigned to this person.
Select a division to search for documents based on the division of the document creator and the document Rights is assigned to Division - Creator.
Select a role to search for documents where document Rights is assigned to Role and ownership is assigned to this role.
Select a cost center to search for documents where document Rights is assigned to Cost center and ownership is assigned to this cost center.
This section contains fields to search documents based on references.
Select a document to search for documents based on the following search conditions:
If the condition is Equal to and if this field is blank, any document, regardless of document reference will be displayed.
Select a document to search for all documents containing hyperlinks to this document.
Note: The results of this search depend on the document reference table updated by the full text search background job.
This section contains fields related to the document creation.
Set the date range or select a preset date range to include only documents created within this date range in the search. The preset date ranges available are:
Type a number from 0 to 9999 to search for documents created within this number of days before today.
Type a full name to search for documents created by creator(s) with this full name.
Select a division subgroup of the first division group to search for documents created by people from divisions in this division subgroup.
Select a division to search for documents created by people in this division based on the following search conditions:
If the condition is Equal to and if this field is blank, any document, regardless of the division of the document creator, will be displayed.
Select a cost center group to search for documents created by people of the cost centers in this cost center group.
Select a cost center to search for documents created by people of this cost center.
Select a manager to search for documents created by people under this manager.
This section contains fields related to document modification.
Select a person to search for documents modified by this person.
Set the date range or select a preset date range to include only documents modified within this date range in the search. The preset date ranges available are:
Type a number from 0 to 9999 to search for documents modified within this number of days before today.
Select a division subgroup of the first division group to search for documents modified by people from divisions in this division subgroup.
Select a division to search for documents modified by people in this division based on the following search conditions:
If the condition is Equal to and if this field is blank, any document, regardless of the division of the person who modified the document, will be displayed.
Select a cost center group to search for documents modified by people of the cost centers in this cost center group.
Select a cost center to search for documents modified by people of this cost center.
Select a manager to search for documents modified by people under this manager.
This section contains fields related to the person linked to the document.
Select a person to search for documents linked to this person based on the following search conditions:
If the condition is Equal to and if this field is blank, any document, regardless of the linked person, will be displayed.
Select a division subgroup of the first division group to search for documents linked to people from divisions in this division subgroup.
Select a division to search for documents linked to people in this division based on the following search conditions:
If the condition is Equal to and if this field is blank, any document will be displayed.
Select a cost center group to search for documents linked to people of the cost centers in this cost center group.
Select a cost center to search for documents linked to people of this cost center.
Select a manager to search for documents linked to people under this manager.
This section contains fields related to the account linked to the document.
Select a classification to search for documents linked to accounts under this classification.
Select a country to search for documents linked to accounts located in this country.
Select a division to search for documents linked to accounts of this division based on the following search conditions:
If the condition is Equal to and if this field is blank, any document, regardless of the linked account, will be displayed.
Select a division subgroup of the first division group to search for documents linked to divisions in this division subgroup.
Type or select a reseller to search for documents linked to the accounts of this reseller.
Select a sector to search for documents linked to accounts under this sector.
Select a subsector of the industry sector selected in Sector to search for documents linked to accounts under this subsector.
Note: In order to select a subsector, you must first select a sector in Sector.
Select account type to search for documents linked to accounts of this type.
This section contains fields related to the person that manages the account linked to the document.
Select a person to search for documents linked to accounts managed by this person.
Select a cost center to search for documents linked to accounts managed by people of this cost center.
Note: This function is not yet fully implemented.
Select a division subgroup of the first division group to search for documents linked to accounts managed by people of divisions in this division subgroup.
The following is an example of the search results that will be displayed once you have clicked Show:
Select the check box(es) that corresponds to the respective documents to specify the documents to be repaired.
Click next to this column to view the corresponding document.
This column displays the subject of the document. Click the hyperlink to view the corresponding document.
This column displays the type of the document.
This column displays the category of the document.
This column displays the account that is linked to the document.
This column displays the name of the person who created the document. You can view the details of the reviewer by clicking the hyperlink under this column. For more information, see Viewing Personal Cards.
This column displays the date that the document was last modified.