Viewing Documents and Folders
From the landing page, users may view the folders and documents.
There are four system views available to the user:
All Documents – all documents in the system the user has permission to view
My Documents – documents where the user is the document owner or coordinator
My Pending Uploads – documents the user uploaded which are awaiting the document details to be entered
Recent Documents – documents finalized or released in the last seven days
Step-by-step instructions:
- Click on the Documents icon.
- Click on the Document Management menu item.
- Click on the Manage Documents menu item.
4. To view documents and folders, select drop down menu item from All Documents.
5. To view all documents the user have permissions to view select All Documents from the All Documents drop down list.
6. To view the User Documents, select My Documents drop down from the All Documents drop down list.
7. To view the User Pending Documents, select My Pending Upload drop down from the All Documents drop down list.
8. To view User Recent Documents, select Recent Documents drop down from the All Documents drop-down list.
v21.1
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. 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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