How do I manage documents in Technical Specifications?

Table of Contents : How do I reorder documents? How do I save Merged documents directly to the respective row? How do I download Merged documents to PC? How do I download split documents to PC? How do I save split documents directly to the respective row? How do I extract document? How do I download to PC? How do I delete documents? How do I view Audit Trail? How do I export an Audit Trail of a document? How do I add FLYdoc template?

How do I reorder documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Hover over the Manage Documents drop down and Click on Reorder Documents option. It will open new Window.
7.	Reorder Document using Move Icon.
8.	Click on Save Button.

How do I save Merged documents directly to the respective row?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	In the new popup window, select minimum two Documents to Merge Documents.
7.	Hover to Manage Documents drop down and Click on Merge option. It will open new window.
8.	Enter file Name that you want to give to document, Click on MERGE FILES button.
9.	Select the Save to Row radio button from action option.
10.	Document group has to be selected, to save the merged document to particular document group and Click on MERGE FILES button.

11.

It will show you pop up message. Click on OK button. Merged documents will save in selected document list page.

How do I download Merged documents to PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	In the new popup window, select minimum two Documents to Merge Documents.
7.	Hover to Manage Documents drop down and Click on Merge option. It will open new window.
8.	Enter file Name that you want to give to document.
9.	Click on SAVE button. It will ask you to download .zip file.

How do I download split documents to PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Select the file which you want to split.
7.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
8.	Hover over the SPLIT ALL PAGES button and Click on "Download to PC" option. It will allow you to download zip file.

How do I save split documents directly to the respective row?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Select the file which you want to split.
7.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
8.	Hover over the SPLIT ALL PAGES button and Click on "Save to Row" option. Note: Attached files from another location is not allowed to split in destination. Please split the file available in original source location.
9.	It will show you pop up message. Click on OK / Cancel button.
10.	It will show you pop up message. Click on OK button. Split documents will save in same document list page.

How do I extract document?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Select the file which you want to extract.
7.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
8.	Enter page number that you want to Extract.
9.	Click on EXTRACT PAGES button. It will ask you to download Extracted pages zip file.
10.	It will show you Popup asking whether you want to open or save file.

How do I download to PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Select the file which you want to download.
8.	Hover over the Manage Documents and Click on Download to PC option.
9.	The option will be given to where the Documents are to be saved to.

How do I delete documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Select the file which you want to delete.
7.	Hover to Manage Documents button drop down and Click on Delete option.
8.	An option will appear to confirm deletion.

How do I view Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Hover over Manage Documents dropdown and Click on the Audit Trail option. It will open a new window.
7.	Select filter types to filter Audit Trail Report like filter by keyword, filter by operations, filter by date etc.
8.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export an Audit Trail of a document?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Hover over Manage Documents dropdown and Click on the Audit Trail option. It will open a new window.
7.	Select filter types to filter Audit Trail Report like filter by keyword, filter by operations, filter by date etc.
8.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
9.	Click on EXPORT button.
10.	It will show you Popup asking whether you want to open or save file.

How do I add FLYdoc template?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab.
3.	Select the Client for which you want to activate Technical Specification.
4.	Click on View icon. It will open new window.
5.	In new popup window, again click on View icon. It will open new window.
6.	Hover to Manage Documents button and Select Add FLYdoc Template option from dropdown. It will open new window.
7.	Fill relative details.	Choose files or drag and drop files Tags: Was this article helpful? Yes No Lauren Partridge Posted Updated TweetShare on Facebook Comments Please sign in to comment