How do I reorder documents?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
In the new window, Hover over the Manage Documents dropdown and Click on Reorder Documents option. It will open new Window. |
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8. |
Reorder Document using Move Icon. |
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9. |
Click on SAVE Button. |
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How do I copy document to Other Group?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
Select documents that you want to copy. |
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8. |
Hover over the Manage Documents drop down and Click on Copy To Other Group option. It will open new window. |
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9. |
In a new window, Tick the Group where you want to copy document. |
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10. |
Click on the COPY button. |
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11. |
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. |
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12. |
It will show you Popup window. Click on the OK button. |
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How do I copy a document?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
In the new window, select documents that you want to copy. |
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8. |
Go to top right corner and Select the Path where you want to Copy document by Selecting the appropriate filters. |
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9. |
Hover over the Manage Documents button and Select the Copy option in dropdown. It will open new Window. |
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10. |
At the new window you have a list of row at selected group you have to select one or multiple rows in which you want to copy document. |
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11. |
Click on Copy button for copy document in selected rows. |
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12. |
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. |
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13. |
It will show you Popup window. Click on the OK button. |
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How do I move documents?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
In the new window, Select the document which you want to move. |
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8. |
In the new window, Filter the fields, where you want to move the documents. |
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9. |
Hover over Manage Documents dropdown and Click on the Move option. It will open a new window. |
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10. |
At the new window you have a list of rows available into grid. Select one row where you want to move document. |
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11. |
Click on MOVE button. |
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12. |
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 copy process then click on OK button, then the move process will be done. |
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13. |
It will show you Popup window. Click on the OK button. |
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How do I merge documents?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
In the new window, Select minimum two Documents. |
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8. |
Hover over Manage Documents dropdown and Click on the Merge option. It will open a new window. |
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9. |
Enter file Name that you want to give to document. |
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10. |
Click on MERGE FILES button. |
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11. |
It will show you Popup asking whether you want to open or save file. |
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How do I download split documents to PC?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
Go to document that you want to split. select the document and it will open new window. |
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8. |
Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window. |
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9. |
Hover over the SPLIT ALL PAGES button and Click on "Download to PC" option. It will allow you to download zip file. |
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How do I save split documents directly to the respective row?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
Go to document that you want to split. select the document and it will open new window. |
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8. |
Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window. |
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9. |
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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10. |
It will show you pop up message. Click on OK / Cancel button. |
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11. |
It will show you pop up message. Click on OK button. Split documents will save in same document list page. |
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How do I extract document?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
In the new window, Select the document which you want to extract. |
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8. |
Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window. |
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9. |
Enter page number that you want to Extract. |
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10. |
Click on EXTRACT PAGES button. It will ask you to download Extracted pages zip file. |
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11. |
It will show you Popup asking whether you want to open or save file. |
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How do I download document to PC?
1. |
Login to your account using the username and password provided. |
|
2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
In the new window, Select the document which you want to download. |
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8. |
Hover over Manage Documents dropdown and Click on the Download to PC option. |
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9. |
It will show you Popup asking whether you want to open or save file. |
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How do I view an Audit Trail of a document?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab. |
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3. |
Select ENGINE CENTRE button. |
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4. |
Select the record from the grid and Click on view icon. It will open new window. |
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5. |
Select Transaction Documents tab. |
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6. |
Select the record from the grid and Click on view icon. It will open new window. |
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7. |
Hover over Manage Documents dropdown and Click on the Audit Trail option. It will open a new window. |
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8. |
Select filter types to filter Audit Trail Report like filter by keyword, filter by operations, filter by date etc. |
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9. |
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. |
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Lauren Partridge
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