Choosing a Document
The document finder shows a list of all your documents in alphabetical order of job. If you have more than 50 documents, only the first 50 are shown. You can search for a document by job name or number, document type or filename, and change the maximum number of documents displayed by filling in the boxes at the top of the page and pressing the Find button.
To edit a document, just click on it.
Editing a Document
- Job
- This shows the job name and number.
- Document type
- Choose a document type. You can add new document types in Doc types.
- Filename
- This shows the document filename as a clickable link, which will download the document.
- Update
- Pressing this button will write any changed details back to the database, and return you to the previous screen.
- Cancel
- Pressing this button will discard any changes, and return you to the previous screen.
- Apply
- Pressing this button will write any changed details back to the database, but leave you in the same screen.
- Delete
- Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).