Show Documents from Query

To show/export documents from query you need to follow below given steps:

 

1. Open Host Application Web Application. Click Administration Module and select SmartList Favourites option as displayed below. Then double click on the record.

 

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Click on image to magnify/shrink

 

2. SmartList window will open as displayed below. Then click Additional button in the ribbon and select PS-Show Documents from Query option.

 

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Click on image to magnify/shrink

 

3. Export Documents window will open. Choose the columns that contain the ParentID from left column and click Add to add them in the right column. Then click Next icon.

 

Note:

If only single Parent ID exists for a particular Transaction Type, then you will not be asked to map the Parent ID to Transaction Type in PaperSave. And instead of below prompt, you will be directly directed to Multiple Document Explorer Form.

 

197.

 

4. Multiple Document Explorer window will open. You can view the documents as per your search results. You should see Save Mappings button under Reproduction Group and clicking Save Mappings button will save Parent ID - TransactionType ID mapping. So next time you won't have to map the fields again in future when you try to export documents using Query.

 

Note:

Once the mappings are saved, Save Mappings caption will change to Reset Mappings. You can click Reset Mappings to reset the saved mappings.

 

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Click on image to magnify/shrink