How do I manage documents in FSCC reports?

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 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 attach documents to Status Entry?

How do I view the document in another display format?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	At the top left hand corner of the page you will see a header labelled View with a drop down box to the right.
9.	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.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	In this text box you can enter the name of the document to be located e.g LOGBOOKS.
9.	Once the search parameters have been entered then Click on the FILTER button.

How do I reorder documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	Hover over the Manage Documents drop down and Click on Reorder Documents option. It will open new Window.
9.	Reorder Document using Move Icon.
10.	Click on SAVE button.

How do I copy a document?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	To copy a document scroll down to the documents to be selected and tick the box below the thumbnail.
9.	Hover over the Manage Documents drop down and Click on Copy option.
10.	Select any folder given in row from the grid.
11.	Click on Copy button for copy document in selected rows.
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.
13.	It will show you Popup window. Click on the OK button.

How do I move documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	In the new window, select documents that you want to move.
9.	Hover over the Manage Documents drop down and Click on Move option.
10.	Select any folder given in row from the grid.
11.	Click on MOVE button.
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.
13.	It will show you Popup window. Click on the OK button.

How do I delete documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	In the new window, select documents that you want to delete.
9.	Hover to Manage Documents button drop down and Click on Delete option.
10.	An option will appear to confirm deletion.

How do I merge documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
8.	To Merge two or more Documents scroll down to the Document to be selected and tick the box below the thumbnail.
9.	Hover to Manage Documents drop down and Click on Merge option. It will open 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.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
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.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.
5.	Select Centre from the list and select other relevant details.
6.	Click on the VIEW button. It will load data into grid.
7.	Select record from the grid then Go to end of that record and Click on the view icon. It will open a new window.
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.
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.

How do I Extract Document?

1.	Login to your account using the username and password provided.
2.	Hover over the Reports then Hover over the FLYdocs Processing Reports and Click on the FSCC Reports tab.
3.	Select Client from the list.
4.	Select Tab from the list.	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