Document Display

To view documents using PaperSave Web Module that are added to PaperSave, you need to follow below given steps:

 

1. Open Host Application. Select the appropriate Transaction Type and related record of which you want to view the document. Click PaperSave - ShowDocuments.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

2. Document Explorer window will open. You can view the list of documents added for the respective Transaction Type in the Record Grid.

 

Note:

PaperSave will directly open Document Display window instead of opening Document Explorer window, if the selected record consists of only one associated document.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

Understanding Document Explorer User Interface

 

Description of all the grids available in Document Explorer window is mentioned below:

 

1. Toolbar: You can view various options for managing the documents. Click here to know more.

 

2. Document Type Pane: You can view all the Document Types for the current Transaction Type with the total no. of records for each Document Type.

 

3. Record Grid: You can view the list of all the records available for the selected Document Type.

 

4. Paging Grid:Paging Grid: Paging grid allows you to view the list of records in the Document Grid as per your selection. You can select the Page Size ranging from 50 to 200 or else you can view all records at once by selecting ALL from the drop-down list. You are allowed to navigate to First, Previous, Next and or Last Page based on the available no. of records by clicking on the respective icons. Right side of the Paging Strip shows you the no. of selected record out of total no. of records available in the Record Grid.

 

Note:

PaperSave will save the last Page Size (except ALL) set by the logged-in user and reflect the same value when the respective user opens the window next time in future.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

Adding Documents using Document Explorer interface:

 

q One way to add documents from Document Explorer web interface is using Add Document button available in the ribbon. Clicking on Add Document button, Add New PaperSave Document window will open. You can choose a method to add new document. Click here to know more.

 

q The other way to add document from Document Explorer interface is, using Drag & Drop. Drag and Drop can be done in the following three ways:

 

1. Drag & Drop the documents directly from Microsoft Outlook, File Manager or from Desktop into the Document Explorer grid

 

Note:

For PaperSave Web, you cannot directly drag the document from Microsoft Outlook. However, you can save the document locally and thereafter drag the file to PaperSave Web Interface.

 

2. Drag & Drop the documents from one Document Type to another Document Type within the same Document Explorer interface

 

Note:

For PaperSave Web, you are allowed to drag ONLY single document at a time. If you try to drag multiple documents from the grid then you should see following message prompt. Click OK and exit the prompt.

 

Doc Expo Drag

 

 

3. Drag & Drop the documents from one Document Type to another Document Type within the same Document Explorer interface

 

Note:

For PaperSave Web, you are allowed to drag ONLY single document at a time. If you try to drag multiple documents from the grid then you should see following message prompt. Click OK and exit the prompt.

 

Doc Expo Drag

 

 

q Following is the procedure to drag & drop documents from one document explorer to another, and also from one Document Type to another Document Type within the same Document Explorer window:

 

· Click on a document to select.
· Drag the document to another Document Explorer or Document Type and drop it. (Check box should not be checked.)
· To select multiple documents, keep the ctrl key (for non-consecutive selection, and press the shift key for consecutive selection) pressed and select the documents.
· Please take a note that the documents will be copied and NOT cut.

 

Note:

· If you do not have rights to add documents, you will not be able to drop documents from one document explorer to another and also from one Document Type to another Document Type within the same Document Explorer window.
· Documents will be copied along with the profile fields, provided the name of the profile field and the type are the same.  Moreover, you have to have Modify, View rights for Profile Field, and Edit Meta data rights for Document Type.
· The documents will be copied along with the annotations only if the destination document type has annotation adding rights, otherwise only the documents will be copied.
· The documents will be copied along with the item history.
· Document Types available in the left panel of the screen in which the document is dragged, will be highlighted in different color on hovering the mouse arrow.