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Exact Synergy Enterprise   
 

Creating and modifying documents

Menu paths

  • To create documents, click +Create at the top menu of your workspace, and then select Document.
  • To create documents, go to Modules ? Documents ? Entry ? Entry ? Document: New.
  • To modify existing documents, go to Modules ? Documents ? Reports ? Documents ? Search.

Introduction

This page allows you to create, modify, and/or delete documents.

Roles and rights

  • All users are able to create a document.
  • All document creators and owners can view and edit the document that they create or own even though the individual security level is lower than the security level of the document, unless the document is blocked for editing through versioning.
  • By default, users with a Corporate level of the Documents administrator and Documents approver roles can edit all documents.
  • Anyone who has the right to edit a document can delete the document as well.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create documents?

  1. On the Document: New page, select a document type.
  2. Define the fields, and then click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I modify documents?

  1. On the Search page, define the relevant criteria.
  2. Click Show.
  3. Select a document and click Edit.
  4. Make the required changes, and then click Save.

Keep in mind: All fields with the "!" icon are mandatory.

Tips and tricks

If your Exact Synergy Enterprise is of product update 256 and you are using the Internet Explorer 11 browser, it is advisable to perform the following settings to ensure that you can create and modify documents smoothly:

  • Clear the Display intranet sites in Compatibility View check box. This check box is available by going to Tools on your browser, and then clicking Compatibility View settings.
  • Remove the Exact Synergy Enterprise website from the Compatibility View list.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.298.797
 Assortment:  Date: 01-11-2018
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH262-Creatingandmodifyingdocuments-final.docx 50.9 KB View Download