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- Click on the Documents icon.
- Click on the Document Management menu item.
- Click on the Manage Documents menu item.
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4. To view documents and folders, select drop down menu item from All Documents.
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5. To view all documents the user have permissions to view select All Documents from the All Documents drop down list.
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6. To view the User Documents, select My Documents drop down from the All Documents drop down list.
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7. To view the User Pending Documents, select My Pending Upload drop down from the All Documents drop down list.
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8. To view User Recent Documents, select Recent Documents drop down from the All Documents drop-down list.
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As an end user can search and view documents in Mobile Pro - Search document option in mobile pro
- Display final document with below detail in the list screen.
- Document Title
- Business Process
- Document Level
- Primary Folder
- Version
- Release Date
- Document Owner
- Option to filter the list to view records based on user preference.
- Option to view below document detail in the summary.
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- Fields will be displayed based on the data available for the document.
- Document Title
- Internal Document ID
- Document Description
- Version
- Primary Folder
- Document Owner
- Release Date
- Last Update Date
- Option to download the attached document from the summary screen
- Option to generate a pdf of the document detail
- Option to send a copy of the document in an email to the login user.
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Related articles
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