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How do I manage documents inside of each row?

Table of Contents :

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 Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.
 
5. Click on the view icon of the row to view inner documents. It will open a 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, left click the option of preference.  

How do I reorder documents?

1. Login to your account using the username and password provided.
2. Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.
 
5. Click on the view icon of the row to view inner documents. It will open a new window.
6. Hover over the Manage Documents drop-down and Click on Reorder Documents option. It will open a new Window.  
7. Go to the grid and drag the reorder icon to reorder your row upward/downward.  
8. Click on Save Button.  

How do I attach documents to the Current Status?

1. Login to your account using the username and password provided.
2. Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.  
5. Click on the view icon of the row to view inner documents. It will open a new window.
6. Select the documents that you want to attach.  
7. Go to Attach and Move To and Select Client, Attach Type and other relevant details.  
8. Hover over the Manage Documents drop-down and Click on Attach option. It will open a new window.  
9. At the new window, you have a list of rows available in the grid. Select one or multiple rows where you want to attach the document.

Note: 1. You can select All rows at once with the available options of selecting "All Pages"(For all rows of that particular section) and "Current Page"(For all rows of the current Page only)
2. We can select the Current Page/All Pages for the filtered rows as well.
10. Click on the ATTACH button.  
11. After clicking on Attach button, If the 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 the OK button, and then the attach process will be done.
12. It will show you a Popup window. Click on the OK button.

How do I copy a document?

1. Login to your account using the username and password provided.
2. Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.  
5. Click on the view icon of the row to view inner documents. It will open a new window.
6. Select documents that you want to copy.  
7. Filter the fields, where you want to copy the documents..  
8. Hover over the Manage Documents drop-down and Click on Copy option. It will open a new window.  
9. At the new window, you have a list of rows available in the grid. Select the row where you want to copy the document.
10  Click on the COPY button.
11. After clicking on the Copy button, If the 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 the OK button, and then the copy process will be done.
12.  It will show you the Popup window. Click on the OK button.

How do I copy the document to the Other Group?

1. Login to your account using the username and password provided.
2. Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.  
5. Click on the view icon of the row to view inner documents. It will open a new window.
6. Select documents that you want to copy.  
7. Hover over the Manage Documents drop down and Click on Copy To Other Group option. It will open a new window.  
8. In a new window, Tick the Group where you want to copy document.  
9.  Click on the COPY button.
10. After clicking on the Copy button, If the 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 the OK button, then the copy process will be done.
11.  It will show you a 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. Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on VIEW button. It will open the Manage Internal Documentation page in a new window.  
5. Click on view icon of the row to view inner documents. It will open a new window.
6. In the new window, select documents that you want to move.  
7. Select required Attach Type from the list and other required fields.  
8. Hover over the Manage Documents drop down and Click on Move option. It will open a new window.  
9. Select option is given in row from the grid.  
10. Click on the MOVE button.  
11. After clicking on the Move button, If the 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 the OK button, then the move process will be done.
12. It will show you pop-up. Click on OK button.

Note: 1. Only document will get moved(FLYdoc Templates will not be moved)
2. If the document moved to Current Status, then Document Status will always be "Use".
 

How do I delete documents?

1. Login to your account using the username and password provided.
2. Hover over the Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.
 
5. Click on view icon of row to view inner documents. It will open new window.
6. In the new window, select documents that you want to delete.  
7. Hover to Manage Documents button drop down and Click on Delete option.  
8. 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 Fleet Management tab. Hover over the Document Management Centre tab and Click on the Manage Internal Documentation tab.  
3. Select Client and other related details.  
4. Click on the VIEW button. It will open the Manage Internal Documentation page in a new window.
 
5. Click on view icon of row to view inner documents. It will open new window.
6. To Merge two or more Documents scroll down to the Document to be selected and tick the box below the thumbnail.  
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.  

Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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