Table of Contents : |
1. | Login to your account using the username and password provided. | |
2. | Click on the Fleet Management tab then Hover over the Document Management Centre tab and Click on Manage Master Documentation tab. | |
3. | Select Client and Other relevant details. It will load data into grid. | |
4. | Go to folder where you want to search document. In that row, Go to Search Column and Click on Search icon. It will open that folder in a new window. | |
5. | Go to Keyword or multiple keyword used for search particular document/documents. | |
6. | Search Options : Help to search with different options And / Or. & Select required field which you want. | |
7. | Click on SEARCH button. It will show you searched documents. | |
8. | To Merge documents, Tick one or more then one documents. | |
9. | Hover over Manage Documents dropdown and Click on the Merge option. It will open a new window. | |
10. | Enter file Name that you want to give to document. | |
11. | 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. | Click on the Fleet Management tab then Hover over the Document Management Centre tab and Click on Manage Master Documentation tab. | |
3. | Select Client and Other relevant details. It will load data into grid. | |
4. | Go to folder where you want to search document. In that row, Go to Search Column and Click on Search icon. It will open that folder in a new window. | |
5. | Go to Keyword or multiple keyword used for search particular document/documents. | |
6. | Search Options : Help to search with different options And / Or. & Select required field which you want. | |
7. | Click on SEARCH button. It will show you searched documents. | |
8. | Select document that you want to Split. | |
9. | Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window. | |
10. | 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. | Click on the Fleet Management tab then Hover over the Document Management Centre tab and Click on Manage Master Documentation tab. | |
3. | Select Client and Other relevant details. It will load data into grid. | |
4. | Go to folder where you want to search document. In that row, Go to Search Column and Click on Search icon. It will open that folder in a new window. | |
5. | Go to Keyword or multiple keyword used for search particular document/documents. | |
6. | Search Options : Help to search with different options And / Or. & Select required field which you want. | |
7. | Click on SEARCH button. It will show you searched documents. | |
8. | Select document that you want to Split. | |
9. | Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window. | |
10. | 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. |
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11. | It will show you pop up message. Click on OK / Cancel button. | |
12. | It will show you pop up message. Click on OK button. Split documents will save in same document list page. |
1. | Login to your account using the username and password provided. | |
2. | Click on the Fleet Management tab then Hover over the Document Management Centre tab and Click on Manage Master Documentation tab. | |
3. | Select Client and Other relevant details. It will load data into grid. | |
4. | Go to folder where you want to search document. In that row, Go to Search Column and Click on Search icon. It will open that folder in a new window. | |
5. | Go to Keyword or multiple keyword used for search particular document/documents. | |
6. | Search Options : Help to search with different options And / Or. & Select required field which you want. | |
7. | Click on SEARCH button. It will show you searched documents. | |
8. | Select document that you want to extract. | |
9. | Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window. | |
10. | Enter page number that you want to Extract. | |
11. | Click on EXTRACT PAGES button. It will ask you to download Extracted pages zip file. | |
12. | It will show you Popup asking whether you want to open or save file. |
How do I download document to PC?
1. | Login to your account using the username and password provided. | |
2. | Click on the Fleet Management tab then Hover over the Document Management Centre tab and Click on Manage Master Documentation tab. | |
3. | Select Client and Other relevant details. It will load data into grid. | |
4. | Go to folder where you want to search document. In that row, Go to Search Column and Click on Search icon. It will open that folder in a new window. | |
5. | Go to Keyword or multiple keyword used for search particular document/documents. | |
6. | Search Options : Help to search with different options And / Or. & Select required field which you want. | |
7. | Click on SEARCH button. It will show you searched documents. | |
8. | Select Document that you want to download to PC. | |
9. | Hover over Manage Documents dropdown and Click on the Download to PC option. | |
10. | The option will be given to where the Documents are to be saved to. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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