Doc Receive Maintenance

Navigation: ClosedReports and Interfaces > Documents Received > Doc Receive Maintenance

Description

The Doc Received Maintenance task lets you view details of files that were received using the Upload task. A list of files is displayed in the Documents panel on the left side of the screen.

Steps

  1. On the Document Receive Maintenance screen, click on an item in the Documents panel.
  2. In the Index Data panel, you can edit the document's attributes, view the file, or upload it.
    • View File – Click to open the file in a new window.
    • Process Document – Upload the selected document.
    • Add Index Data – Adds a line in the Index Data panel where you can select the Key and Data Value
  3. Click File Upload in the Command Item bar to finish this task.