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Document Management
Document Management
Document Management
Document Management
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Getting Started

7
  • Accessing FileVision
  • Changing your Password in FileVision
  • Documents on the Dashboard
  • Field Types and Keyboard Navigation
  • Manage your Account in FileVision
  • Quick Search
  • Top Menu Navigation
  • Overview

    0

Documents - Linked

4
  • 1. Linked Documents Overview
  • How to View Linked Documents
  • How to Link Documents
  • Unlink Documents

Documents - Viewing and Downloading

3
  • How to Download Documents
  • Viewing Document and Downloading Documents
  • How to View a Document

Emailing Documents

3
  • Emailing Documents Overview
  • Emailing Documents from FileVision
  • View a Document’s Email History

Maintenance Request Management

8
  • Maintenance Request Management
  • How to Enter Comments for a Maintenance Request
  • How to Enter Coupa Purchase Order Links
  • How to Link a Maintenance Request to an External Vendor
  • How to Mark a Maintenance Request as Completed
  • How to Re-Open a Maintenance Request
  • How to Reassign a Maintenance Request
  • How to View a Maintenance Request Assigned to You

Maintenance Requests

3
  • How to Add a New Maintenance Request
  • Maintenance Requests
  • How to View/Edit an Existing Maintenance Request or Add Photos

My Collection

5
  • My Collection
  • Administrators - How to remove a document from all Collections
  • How to Add Documents to My Collection
  • How to Remove Documents from My Collection
  • How to View My Collection

Tasks

5
  • Tasks
  • How to Create Custom Data Tasks
  • How to Create Document Tasks
  • How to Create Task from My Task List
  • How to Forward, Complete, Search, Delete and Export My Task List

Editing Documents

6
  • Editing Documents Overview
  • How to See a Document’s Version Control Status
  • How to View Documents Version History Screen
  • How to Edit a Document – Manual Method
  • How to Edit a MS Document – MS Add-in
  • How to Check In Documents Checked Out to Another User

Document Input - Basic

6
  • Document Input - Basic - Overview
  • How to Save a Document – Click and Drag
  • How to Save a Document – Browse and Select
  • How to Save a MS Word or Excel Document – MS Add-in
  • How to Save an Outlook Email and Attachments – MS Add-in
  • How to Save a PDF Document – Adobe Plug-in

Document Upload - Advanced

4
  • Document Input - Advanced
  • How to Bulk Upload Documents and Assign Different Indexing to Each One
  • How to Bulk Upload Documents and Assign the Same Indexing
  • How to Upload a Document and Assign Multiple Indexing

Document Search Screen and Full Text Searching

3
  • Document Search Screen and Full Text Searching Overview
  • How to Search for Documents Using Full Text Searching
  • How to Search for Documents on the Search Screen

Hidden Documents

4
  • How to Search for Hidden Documents
  • How to Set Documents as Hidden
  • How to Un-Hide Documents
  • Hidden Documents

Quick Search

4
  • How to Search for Documents
  • How to Search for Hidden Documents
  • Quick Search
  • How to Search for Data in Modules

Supplies & Organisations

9
  • Suppliers & Organisation
  • How to Locate a Supplier or Organisation
  • How to Add a New Supplier or Organisation
  • How to Edit a Supplier or Organisation
  • How to Add a Contact Note for a Supplier or Organisation
  • How to Edit Contact Notes for a Supplier or Organisation
  • How to Upload Documents for a Supplier or Organisation
  • How to Add a Professional Contact for a Supplier or Organisation
  • How to Edit Professional Contacts For a Supplier or Organisation

Circulation Groups

5
  • Circulation Group Admin
  • How to Search for a Circulation Group
  • How to Delete a Circulation Group
  • How to Edit a Circulation Group
  • How to Add a New Circulation Group

Site Inductions

5
  • Site Inductions
  • How to View and Add Inductions and Induction Documents
  • How to View All Site Inductions for a Supplier or Organisation
  • How to View All Site Inductions
  • How to Export Site Induction Data for Monthly Reporting

Suppliers & Organisations - Administration

6
  • Suppliers & Organisation – Administration
  • How to Make a Supplier, Organisation or Professional Contact Inactive
  • How to Make a Supplier, Organisation or Professional Contact Active Again
  • How to Move a Professional Contact to a Different Supplier or Organisation
  • How to Move Documents to a Different Supplier or Organisation
  • How to Delete a Supplier, Organisation or Professional Contact

MS Office

2
  • MS Office - Save as a Newer Version Prompt
  • How to convert an older version of an MS Office document

My Searches

6
  • My Searches/Indexing
  • How to Save Searches/Indexing Via the Dashboard
  • How to Locate and Run Saved Searches/Indexing
  • How to Delete Saved Searches/Indexing
  • How to Save Searches/Indexing Via the Document Search Screen
  • How to Save Searches/Indexing Via the Document Input Screen[TH1] 

Maintenance Staff Administration

5
  • Maintenance Staff Administration
  • How to Search and List Maintenance Staff
  • How to Set Up New Maintenance Staff
  • How Change the Facility for Maintenance Staff
  • How to Inactive Maintenance Staff

Documents - Add, Edit or Delete on Existing Document

4
  • Document Indexing
  • How to Edit a Document’s Indexing – Including Name and Date
  • How to Add Additional Indexing on a Document
  • How to Delete Indexing on a Document

Quality Documents

9
  • Quality Documents
  • How to Locate Quality Documents
  • How to Add a Quality Document Record
  • How to Edit Quality Documents Details
  • How to Upload and Link Documents
  • How to Add Related Websites
  • How to Send Quality Document Tasks to Staff
  • Other Ellipsis and Action Menu Items for Quality Documents
  • How to Create Main Merge Letters
Popular Articles
  • Accessing FileVision
  • Changing your Password in FileVision
  • Field Types and Keyboard Navigation
  • Documents on the Dashboard
  • Quick Search
Newest Articles
  • How to Create Main Merge Letters
  • Other Ellipsis and Action Menu Items for Quality Documents
  • How to Send Quality Document Tasks to Staff
  • How to Add Related Websites
  • How to Upload and Link Documents
Recently Updated Articles
  • How to Create Main Merge Letters
  • Other Ellipsis and Action Menu Items for Quality Documents
  • How to Send Quality Document Tasks to Staff
  • How to Add Related Websites
  • How to Upload and Link Documents

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