Show documents related to a query result

To view documents associated with the query record, you have to follow the below steps:

 

1) First, go to Plug-Ins in the Raiser's Edge bar and select PaperSave to open PaperSave Options window as shown below.

 

 

2) Once you click on PaperSave, it opens the PaperSave Options window, which gets automatically minimized. You can hover on the Raiser Edge application icon on the taskbar and select PaperSave Options to maximize the window, as shown in the below screen.

 

 

3) Click on the Show documents related to a query result option from the PaperSave Options Window as shown in the below screen:

 

 

4) Now, select your desired query from the "PaperSave - Show documents related to a query results" dialog box and click on Run and Export button, as shown below.

 

 

5) Now, you will be redirected to the "Documents related to query" window in the browser as shown in the below screen. Here, you have to map multiple query columns with the different record type from the drop down list and click on OK to map the query. Also, you can check the box to save the current mapping directly from the dialog box.

 

Note: If you save the current mapping, then you will be automatically redirected to the document list in the Documents related to query page the next time, you want to show documents from this query.

 

 

6) Once you click on OK, you will be redirected to the Documents related to query page, where you will see a list of the related document based on the mapped query as shown below.

 

 

7) From documents related to query page, you can navigate to different PaperSave Areas, view the list of query records, save/clear mappings and view/edit the document. This page also contains the list toolbar with the following options:

Filter: This option allows you to narrow down the items in the list by applying filter conditions. Learn more about Filter.

Refresh: This option updates the recent changes in the show document list.

Show Grouping: This options helps you to cluster the items in the list based on the desired header fields. Learn more about Show Grouping.

Choose Fields: This option allows you to set desired preferences for the fields to be displayed in the current list using Choose Fields. Learn more about Choose Fields.

Export to Excel: This option exports the current list of items to Microsoft Excel Sheet. Learn more about Export to Excel.

 

Note: When you save the current mapping, you wouldn't have to map the fields again in future. If the mappings are saved, then Save Mappings title will be changed to Clear Mappings. You can click on Clear Mappings to create the new mappings.

 

8) Click on the ID hyperlink or double-click on a row to open the document in the item viewer, validate the required values in the profile fields, apply annotations (if desired) and click on Save to update the document within the selected record.