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Documents - Screen Overview

Work with Uploaded Files

Screen Code: cmldspfiles

To view the documents attached to the journal entry when you select the Documents menu option. To do so, on the Work with Journal Entry page, right-click and select the Documents option from the menu of the journal entry item detail. You can also search and view the documents that are associated with this Journal Entry. You can also create a folder, upload, Refresh the File list, Scan and Add Notes to the documents.

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It has the following parameters:


Field


Description


File Name


Enter the file name to search. Filter by File Name.


Size


Size of the file uploaded.


Date Modified


Date of the file uploaded.


User Uploaded


User ID by whom the file was uploaded.


Create Folder


To create a folder to upload a file.


Upload


To select and upload a file from your computer.


Refresh File List


To refresh the file name list after uploading the files.


Scan


To scan a document and upload it from the connected scanner.


Add Notes


To add a note for the file attached.

Version 1.1

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.