How do I manage documents of Managed By Date in Monthly Reporting...

Table of Contents : How do I view the document in another display format? How do I search for a document name? 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 move a document? How do I attach documents? 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 view the document in another display format?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new window, again click on View icon. It will open new window.
6.	At the top left hand corner of the page you will see a header labelled View with a drop down box to the right.
7.	The drop down box will contain a series of formats to display. Select any view from list. It will load that view in same page.

How do I search for a document name?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new window, again click on View icon. It will open new window.
6.	At the top of the page there is a header labelled Keyword Search with a text box to the right.
7.	In this text box you can enter the name of the document to be located e.g LOGBOOKS.
8.	When the search parameters have been entered click on the filter tab.

How do I reorder documents?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new 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 Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In the new window, select minimum two Documents to Merge Documents.
6.	Hover to Manage Documents drop down and Click on Merge option. It will open new window.
7.	Enter file Name that you want to give to document, Click on MERGE FILES button.
8.	Select the Save to Row radio button from action option.
9.	Document group has to be selected, to save the merged document to particular document group and Click on MERGE FILES button.

10.

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 Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new window, again click on View icon. It will open new window.
6.	In the new 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 move documents?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new window, again click on View icon. It will open new window.
6.	In the new window, select documents that you want to move.
7.	Go to top right corner and Select the Path where you want to Move document by Selecting the appropriate filters.
8.	Hover over the Manage Documents drop down and Click on Move option. It will open new window.
9.	After clicking on Move button, If same filename document is already present then it will show a pop-up message. If you still want to continue the move process then click on OK button, then the move process will be done.
10.	You get alert message. Now Click on OK button.

How do I attach documents?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new window, again click on View icon. It will open new window.
6.	Select the document you want to attach.
7.	Go to top right corner and Select the Path where you want to attach document by Selecting the appropriate filters.
8.	Hover over the Manage Documents drop down and Click on Attach option. It will open new window.
9.	After clicking on Attach option, If same filename document is already present then it will show a pop-up message. If you still want to continue the Attachment process then click on OK button, then the attach process will be done.
10.	It will show a popup message. Click on OK button.

How do I download split documents to PC?

1.	Login to your account using the username and password provided.
2.	Hover over Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new 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 Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new 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 Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new 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 Asset Management Centre and Click on Monthly Reporting tab.
3.	Go to Manage By field and Select Manage By Date from List.
4.	Click on View icon. It will open new window.
5.	In new 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 P 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