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How to link document group in Template Scanning?
1. | Login to your account using the username and password provided. Note: These login details will be the same as the FLYdocs web platform. |
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2. | Select a Client from the Client dropdown and then select 'OK'. | |
3. | Select the tab Scan at Source at the top of the application. | |
4. | Select the sub tab for 'Template Scanning'. | |
5. | Select a particular centre. | |
6. | Select a component type and component from the combo boxes provided. Note: Selection of both fields are mandatory. |
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7. | The page will then update listing the Records Library for component selected. | |
8. | Select the 'View' icon at the right hand side of the page for a particular row. This will open a new window. | |
9. | From your PC, drag and drop the box/folder/document into the Box/ Folder Level window. Note: Your box/folder MUST meet the FLYdocs folder structure (Folder ->> Sub-Folder ->> files). |
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10. | Click on Manage Documents and Select "Link to Group" option from list. | |
11. | Select Document Group from List. | |
12. | Click on LINK button. | |
13. | It will update Status of Linked To column for that box/folder/document. |
Lauren Partridge
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