Help - Manage - Documents
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Help - Manage - Documents |
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Document management provides managers with the ability to assess the productivity of people in your office according to documents they create. The default view is a summary of documents generated and the person that generated them.
The Manage Documents menu includes the following options:
- By Team: view document generated by team (determined by Process Opened - Team dropdown)
- By Person: view document generated by person (determined by Process Opened - Person dropdown)
- By Client: view document generated by client (determined by Process Opened - Client dropdown)
- By Vendor: view document generated by vendor (determined by Process Opened - Vendor dropdown)
- Help: view this page
- Exit: return to the Process Search page.
Display options for each page include:
- Begin date: specifies the earliest process opened date you wish to view
- End date: specifies the latest process opened date you wish to view
: All documents - sets the Begin Date to 1/1/90, and the End Date to today.
: Today - set the Begin Date to today, and the End Date to today.
: This week - set the Begin Date to today - 7 days, and the End Date to today.
: This month - set the Begin Date to today - 31 days, and the End Date to today.
- Display Size: determines the maximum number of rows displayed before paging.
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