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How do I access Field Mapping Reports in FLYdocs Template?

Table of Contents :

How do I view Field Mapping Reports?

1. Login to your account using the username and password provided.
2. Click on the Masters tab.  
3. Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.  
4. Select Client from the list and Select other required fields.  
5. Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window.  
6. Once the new window will open, Select record from the grid.  
7. Click on the REPORTS button. It will open a new window.  
8. Once User Report page will open, Go to right side and Click on Field Mapping Reports tab.  
9. Select Field from the list.  
10. Click on the VIEW button. It will load User Report into grid.  

How do I export Field Mapping Reports?

1. Login to your account using the username and password provided.
2. Click on the Masters tab.  
3. Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.  
4. Select Client from the list and Select other required fields.  
5. Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window.  
6. Once the new window will open, Select record from the grid.  
7. Click on the REPORTS button. It will open a new window.  
8. Once User Report page will open, Go to right side and Click on Field Mapping Reports tab.  
9. Select Field from the list.  
10. Click on the EXPORT button.  
11. It will show you Popup asking whether you want to open or save file.  
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
Choose files or drag and drop files
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  1. Riyaz Mirza

  2. Posted
  3. Updated

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