How do I manage Documents in Search of Monthly Reporting (Manage By Date)?

Table of Contents : 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 view Audit Trail?

How do I merge documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab.
3.	Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.
4.	Go to Manage By dropdown and Select Manage By Date option from List.
5.	Click on SEARCH button. It will open new window.
6.	In the new window, write the file name in the keyword area.
7.	Select the fields as per requirements.
8.	If you want to use other search options then choose it from available options.
9.	Click on SEARCH button. It will show you multiple results in bottom section.
10.	To Merge documents, Select two or more than two documents by ticking tick box shown in front of title of that document.
11.	Hover to Manage Documents drop down and Click on Merge option. It will open new window.
12.	Enter file Name that you want to give to document.
13.	Click on MERGE FILES button.
14.	It will show you Popup asking whether you want to open or save file.

How do I download split documents to PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab.
3.	Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.
4.	Go to Manage By dropdown and Select Manage By Date option from List.
5.	Click on SEARCH button. It will open new window.
6.	In the new window, write the file name in the keyword area.
7.	Select the fields as per requirements.
8.	If you want to use other search options then choose it from available options.
9.	Click on SEARCH button. It will show you multiple results in bottom section.
10.	Select document that you want to Split.
11.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
12.	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 Commercial Management tab.
3.	Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.
4.	Go to Manage By dropdown and Select Manage By Date option from List.
5.	Click on SEARCH button. It will open new window.
6.	In the new window, write the file name in the keyword area.
7.	Select the fields as per requirements.
8.	If you want to use other search options then choose it from available options.
9.	Click on SEARCH button. It will show you multiple results in bottom section.
10.	Select document that you want to Split.
11.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
12.	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.
13.	It will show you pop up message. Click on OK / Cancel button.
14.	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 Commercial Management tab.
3.	Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.
4.	Go to Manage By dropdown and Select Manage By Date option from List.
5.	Click on SEARCH button. It will open new window.
6.	In the new window, write the file name in the keyword area.
7.	Select the fields as per requirements.
8.	If you want to use other search options then choose it from available options.
9.	Click on SEARCH button. It will show you multiple results in bottom section.
10.	Select document that you want to extract.
11.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
12.	Enter page number that you want to Extract.
13.	Click on EXTRACT PAGES button. It will ask you to download Extracted pages zip file.
14.	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.	Hover over the Commercial Management tab.
3.	Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.
4.	Go to Manage By dropdown and Select Manage By Date option from List.
5.	Click on SEARCH button. It will open new window.
6.	In the new window, write the file name in the keyword area.
7.	Select the fields as per requirements.
8.	If you want to use other search options then choose it from available options.
9.	Click on SEARCH button. It will show you multiple results in bottom section.
10.	Select Document that you want to download to PC.
11.	Hover over the Manage Documents dropdown and Click on Download to PC option.
12.	The option will be given to where the Documents are to be saved to.

How do I view Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover over the Commercial Management tab.
3.	Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.
4.	Go to Manage By dropdown and Select Manage By Date option from List.
5.	Click on SEARCH button. It will open new window.
6.	In the new window, write the file name in the keyword area.
7.	Select the fields as per requirements.
8.	If you want to use other search options then choose it from available options.
9.	Click on SEARCH button. It will show you multiple results in bottom section.
10.	Hover over the Manage Documents dropdown and Click on Audit Trail option. It will open new window.
11.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
12.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
Note : You can use Shift Key Functionality for selecting multiple document.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.