Start a conversation

How do I copy from manage by template?

Table of Contents :

How do I copy from manage by template?

1. Login to your account using the username and password provided.
2. Hover over the Masters tab.
3. Hover over the FLYsearch Management and Click on the FLYsearch Types Tab.
4. Click on view icon of row to access 'Manage by Template' It will open new window.
5. Click on the 'Manage by Template' tab.
6. Right click on grid to Copy. It will open a new window.
7. Select Client, in which you want to copy.

Note: If setting is available for any client then that client will not visible in list while copying.
8. Click on SUBMIT button.
9. It will open a popup message. Click on OK button.
10. It will open a popup message. Click on OK button.

How do I view Audit Trail?

1. Login to your account using the username and password provided.
2. Hover over the Masters tab.
3. Hover over the FLYsearch Management and Click on the FLYsearch Types Tab.
4. Click on view icon of row to access 'Manage by Template' It will open new window.
5. Click on the 'Manage by Template' tab.
6. Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
7. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
8. Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export Audit Trail?

1. Login to your account using the username and password provided.
2. Hover over the Masters tab.
3. Hover over the FLYsearch Management and Click on the FLYsearch Types Tab.
4. Click on view icon of row to access 'Manage by Template' It will open new window.
5. Click on the 'Manage by Template' tab.
6. Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
7. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
8. Click on EXPORT button.
9. It will show you Popup asking whether you want to open or save file.
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Lauren Partridge

  2. Posted
  3. Updated

Comments