You will find the following buttons in the archive data grid:
Refresh, Search, New, Processes, Workflow and Quick search.
Refresh
You can refresh the data grid with the Refresh button.
Search
A detailed description of the search can be found in a separate chapter: https: //scopevisio.atlassian.net/wiki/x/OAC0Rg
New
Click on New to archive a new document. An input screen opens.
Operations
You can carry out further actions for a document here.
Important: These processes are role-dependent. You need administrator rights to be able to execute all commands.
Hide
You can hide processes that should no longer be displayed.
Multi-Edit
You can use Multi-Edit to edit the index data of several processes at the same time.
Prerequisite: Your role requires the corresponding rights.
To edit multiple processes:
Select the desired processes in the archive grid
Select Multi-Edit
Delete
You can delete processes as an administrator.
Procedure:
Select the Delete entry
A confirmation prompt appears
You can delete the process under certain conditions
Extras
Under Extras, you will find the options to summarise or export documents as a PDF.
Combine documents
You can merge all printable pages of documents into a single PDF file.
To combine documents:
Select one or more processes
Click on this menu item
All printable pages of all documents of the selected processes are merged into one PDF file
You can view or download the file in the browser
Sequence:
The order of the processes corresponds to the display in the data grid
The order of the documents corresponds to the display in the processes
What is exported:
All printable documents
The metadata of the sub-tables of a process in PDF format
The column formats configured in the admin area are adopted
Duration and result:
Depending on the size of the documents, summarising can take a few seconds
You will then see a dialogue with the result and a link to the finished document
The number of pages is specified
You may see a list of file names of documents that could not be taken into account (e.g. ZIP files that cannot be printed)
Open document: You click on Show document to open the generated PDF file in a new browser tab.
Export
You can export the selected documents directly in a selected file format and save them outside SV Documents.
Export type "CSV with documents":
Creates a zip file
Contains the documents of the selected processes
Contains an Index.csv file with the metadata
Workflow
You can perform the following actions using the Workflow button:
Send a document to a workflow
Place a document in another user's mailbox
Add a comment
Quick search
You can easily search for individual processes and documents here.
Functions:
The auto-complete function recognises hits as they are entered
Hits are highlighted in colour
The search also works in number and date fields