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Exact Synergy Enterprise   
 

Overview of documents

Menu path

Documents à Reports à Documents à Search

Introduction

This page gives you an overview of documents. You can also perform the following actions on this page:

  • Searching for documents based on the defined criteria.
  • Updating and archiving documents in batches.
  • Carrying out document cleanups in batches.

Roles and rights

All users can view this page. However, the list of documents displayed will vary depending on each document status and your security level.

Notes:

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

What version are you using?

The information in this document is based on product update 251.

How do I search for documents?

  1. On the Document: Search page, define the search criteria.
  2. Click Show. For more information, see Searching for documents.

How do I view documents?

  1. On the Documents: Search page, define the search criteria.
  2. Click Show.
  3. Click the required document hyperlink in the Subject column. For more information, see Viewing documents.

How do I perform document maintenance in batches?

  1. On the Documents: Search page, define the search criteria.
  2. Click Show.
  3. Click Maintenance. For more information, see Updating documents in batches.

How do I clean up documents in batches?

  1. On the Documents: Search page, define the search criteria.
  2. Click Show.
  3. Click Cleanup. For more information, see Performing document cleanups.
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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: 24.035.102
 Assortment:  Date: 22-11-2012
 Release: 251  Attachment:
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Attachments
OH-Overview of documents.docx 33.8 KB View Download