The Documents main pane can either display a specific document by selecting that document in the left navigation bar or select All to display all documents.
To display a specific type of documents, click that document type in the left navigation bar. Because the portal remembers where you were the last time you accessed the portal, if you were last in the Documents page and based on what was selected, the Documents main pane will resemble the following:
Title Area
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Tells you if you a viewing a specific document or all.
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Tells you how many total documents are available to view on a single page.
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Start typing in the Search field to narrow down the documents that display. For example, to view the ABC Equipment documents, start typing ab in the Search field to display the three relevant documents:
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Each entry includes a set of the following function icons: |
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Click this VIEW icon to display the entry. For example:
Note that while the document is being viewed, you may select to Print, Email or Download it. To close the document, click the X in the bottom left corner.
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Click the PRINT icon displaying in the main pane or click the PRINT button displaying at the bottom of the open document. The following Paperless Environments | Portal - Print dialog box displays:
Click Print in the dialog box to print the document that displays.
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Click the EMAIL icon displaying in the main pane or click the EMAIL button displaying at the bottom of the open document. The following Emailing dialog box displays:
Enter an email address in the Send To text box. Click EMAIL in the dialog box to email the referenced document.
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Click the Download icon displaying in the main pane or click the DOWNLOAD button displaying at the bottom of the open document.. A document label displays at the bottom left of the pane:
Click in the document label to open the document in a separate Viewer page.
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Description |
This is the column heading that describes the document.
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This icon is associated with both the Description and Type columns. Click it to resort the display order of the column entries.
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Type |
This is the column heading the identifies the type of document. |
