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. | 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. |
|
7. | The page will then update listing the Records Library for component selected. | |
8. | Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component. | |
9. | By default Detailed View loaded. Click on the View dropdown and Select View option. | |
10. | Select the document you want to move to another location. | |
11. | Click on the Manage Document dropdown and Select Move Documents option. | |
12. | Go to panel shown at the Right side and Select Centre and Other relevant details where you want to move document. | |
13. | Select record where you want to move document. | |
14. | After filling out all the fields Click on the 'MOVE' button. | |
15. | It will show you Popup window. Click on the OK button. | |
16. | It will show you Popup window. Click on the OK button. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
Comments