How do I manage documents in Open Folder?

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 copy a document? How do I move a document? How do I delete documents? How do I reload documents? How do I merge documents? How do I download split documents to PC? How do I save split documents directly to the respective row? How do I extract documents? How do I download document to PC? How do I set documents to archive? How do I view an Audit Trail of a document? How do I export an Audit Trail of a document? How do I Attach documents to Current Status?

How do I view the document in another display format?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	At the top left hand corner of the page you will see a header labelled View with a drop down box to the right.
6.	The drop down box will contain a series of formats to display, left click the option of preference.

How do I search for a document name?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	At the top of the page there is a header labelled Keyword Search with a text box to the right.
6.	In this text box you can enter the name of the document to be located e.g LOGBOOKS.
7.	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.	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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	Hover over Manage Documents dropdown and Click on the Reorder Documents option. It will open a new window.
6.	Reorder Document using Move Icon.
7.	Click on Save Button.

How do I copy a document?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	In a new window, select the document which you want to copy.
6.	Hover over Manage Documents dropdown and Click on the Copy option. It will open a new window.
7.	At the new window you have a list of rows available into grid. Select one row where you want to copy document.
8.	Click on the COPY button.
9.	After clicking on Copy button, If same filename document is already present then it will show a pop-up message. If you still want to continue the copy process then click on OK button, then the copy process will be done.
10.	It will show you Popup window. Click on the OK button.

How do I move a document?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	In the new window, select documents that you want to move.
6.	Hover over Manage Documents dropdown and Click on the Move option. It will open a new window.
7.	Select option given in row from the grid.
8.	Click on MOVE button.
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	It will open document moved successfully popup. Click on OK button.

How do I delete documents?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	In the new window, select documents that you want to delete.
6.	Hover over Manage Documents dropdown and Click on the Delete option.
7.	An option will appear to confirm deletion.

How do I reload documents?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	To Reload Documents, first select show all documents from the dropdown menu on the far right. Then scroll down to the Documents to be selected and tick the box below the thumbnails.
6.	Hover over Manage Documents dropdown and Click on the Reload option.
7.	An option will appear to confirm Reloading. Click on OK button.

How do I merge documents?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	To Merge two or more Documents scroll down to the Document to be selected and tick the box below the thumbnail.
6.	Hover over Manage Documents dropdown and Click on the Merge option. It will open a new window.
7.	Enter file Name that you want to give to document.
8.	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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	Select document that you want to Split.
6.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
7.	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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	Select document that you want to Split.
6.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
7.	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.
8.	It will show you pop up message. Click on OK / Cancel button.
9.	It will show you pop up message. Click on OK button. Split documents will save in same document list page.

How do I extract documents?

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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	Select document that you want to extract.
6.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
7.	Enter page number that you want to Extract.
8.	Click on EXTRACT PAGES button. It will ask you to download Extracted pages zip file.
9.	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 that you want to open. In that row, Go to Open Folder Column and Click on Open Folder icon. It will open that folder in a new window.
5.	Select document that you want to extract.
6.	To download documents scroll down to the Documents to be selected and tick the box below the thumbnail.	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