Table of Contents : |
1. | Login to your account using the username and password provided. Note: These login details will be the same as the FLYdocs web platform. |
|
2. | Select a Client from the Client dropdown and then select 'OK'. | |
3. | Click on Scan at Source tab. | |
4. | Select Historic/ BAU Scanning | |
5. | Select a Centre | |
6. | Select a Component from the grid. | |
7. | Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component. | |
8. | Double click on the box you want to enter. | |
9. | Within the selected box select the 'Tag Folders' option from the 'Actions' dropdown menu at the top of the window. | |
10. | Please select Operator | |
11. | Selecting this option will bring up a list Tag Types you can tag your folders as. | |
12. | The Tag Type for 'Check' will require you to select a Check Type, Check Group and Sub Group to assign to your selected folder(s). | |
13. | To add a Group to a Check Type selects the Check Type from the grid. | |
14. | Then select the 'ADD GROUP' button at the bottom of the grid. | |
15. | After selecting this button will allow you to edit the text below the check type to add your check group. | |
16. | Select enter on your keyboard to save the check group you have created. | |
17. | After saving the check group name another column will appear to the right of the page to allow you to select a 'Sub Group' | |
18. | Finally select the folder(s) you would like to assign the selected Tag Types to. | |
19. | Then click on SAVE button at the bottom right corner of the screen to save the tagging information. |
Lauren Partridge
Comments