Performing support tasks - Revision history

Nele.scherrens at 09:53, 10 July 2018

2018-07-10T09:53:31Z

Nele.scherrens: /* Full text search */

2018-01-24T07:56:11Z

‎Full text search

Nele.scherrens: /* Exporting documents to Zip */

2018-01-22T10:16:49Z

‎Exporting documents to Zip

Nele.scherrens: /* Exporting documents to Zip */

2017-09-19T12:22:28Z

‎Exporting documents to Zip

Nele.scherrens: /* Exporting documents to PDF */

2017-09-19T12:22:10Z

‎Exporting documents to PDF

Nele.scherrens: /* Exporting documents to Excel */

2017-09-19T12:21:42Z

‎Exporting documents to Excel

Nele.scherrens: /* Exporting documents to Zip */

2017-08-28T13:49:00Z

‎Exporting documents to Zip

Nele.scherrens: /* Exporting documents to PDF */

2017-08-28T13:48:33Z

‎Exporting documents to PDF

Nele.scherrens: /* Exporting documents to Excel */

2017-08-28T13:19:13Z

‎Exporting documents to Excel

Nele.scherrens: /* Exporting documents to Excel */

2017-08-28T12:25:55Z

‎Exporting documents to Excel

@@ Line 119: / Line 119: @@
 ==Exporting documents to XML==
-<br/>{{warning|This functionality is currently not in use.}}<br/>
+From the archive, it's possible to export documents to an XML file.<br/>
 ==Exporting documents to Zip==

← Older revision		Revision as of 07:56, 24 January 2018
Line 148:		Line 148:
	* '''From''' and '''To''': provide the dates between which the voucher dates of the documents you would like to send are.		* '''From''' and '''To''': provide the dates between which the voucher dates of the documents you would like to send are.
	Click "Ok" to submit the data and send a merged PDF-file with all documents with voucher dates between the "From" and "To" date.		Click "Ok" to submit the data and send a merged PDF-file with all documents with voucher dates between the "From" and "To" date.
−
−	~~==Full text search==~~
−	~~The full text search functionality allows you to search for a value in <u>'''all'''</u> data of a document. All data of a document means:~~
−	* header fields
−	* technical fields
−	* posting line fields
−	* detail line fields (in case of VIS)
−	* the image(s)
−
−	~~Using this functionality is possible via the textbox above the archivelist.<br/>~~
−	~~<br/>~~
−	~~[[image:full_text_search.png\|link=]]<br/>~~
−	~~<br/>~~
−	~~Type a value and press the [[image:search_icon.png\|link=]] "Search in documents" button to search for documents.~~
−	~~<br/>{{info\|It's not possible to specify the field(s) on which needs to be filtered. The full text search functionality will search in all fields of the document.}}<br/>~~
−
−	~~'''Example'''<br/>~~
−	You bought a notebook 1,5 year ago. The image of the invoice contains the serial number of the notebook, but this number isn't stored in any of the header-, technical-, posting line- or detail line fields. By entering the serial number in the full text search field, the correct document can be found.
−	<br/>{{warning\|If the serial number is constructed with dots in between (like 123.456.789 for example), you need to search for that exact value to be able to find it. Don't change the dots in spaces.}}<br/>
−	~~{{info\|Wildcards can also be used in the full text search functionality. Note that this can slow down the speed of searching.}}<br/>~~

@@ Line 124: / Line 124: @@
 From the archive, it's possible to export documents to a Zip-file.<br/>
 Select the documents you would like to export using the checkboxes [[image:unselected.png|link=]] in front of them. Documents are selected when the checkboxes look like this: [[image:selected.png|link=]].<br/>
-Click on the [[image:zip.png|link=]] "Export to Zip" button to export the documents.<br/>
+Click the [[image:zip.png|link=]] "Export to Zip" button to export the documents.<br/>
 <br/>{{info|The Zip-file contains a folder for each document you selected with all exportable images in it.}}<br/>
 <br/>{{info|The export to Zip functionality has a limited number of documents that can be exported:<br/>
@@ Line 132: / Line 132: @@
 * Connected: 100 documents
 * MIS: 100 documents}}<br/>
 ==Mail as PDF==

@@ Line 130: / Line 130: @@
 * OIS: 100 documents
 * VIS: 1000 documents
-* Connected: 100 documents}}<br/>
+* Connected: 100 documents
 ==Mail as PDF==

@@ Line 115: / Line 115: @@
 * OIS: 100 documents
 * VIS: 100 documents
-* Connected: 100 documents}}<br/>
+* Connected: 100 documents
 ==Exporting documents to XML==

@@ Line 101: / Line 101: @@
 * OIS: 1000 documents
 * VIS: 1000 documents
-* Connected: 5000 documents}}<br/>
+* Connected: 5000 documents
 ==Exporting documents to PDF==

@@ Line 110: / Line 110: @@
 {{warning|Only exportable attachments will be included!}}<br/>
 {{info|For each document, a bookmark will be created in the PDF file. This bookmark is based on the ID the document has in 1Archive.}}<br/>
 ==Exporting documents to XML==

@@ Line 97: / Line 97: @@
 {{info|In the Excel export, the header data will be repeated in case multiple posting lines will be exported. For example: when having a document with 2 posting lines, the Excel file will contain a similar header data row for each specific posting line.}}<br/>
 Click the '''"Export to Excel"''' button in order to create the Excel file. This will be downloaded to your file system.
 ==Exporting documents to PDF==

@@ Line 79: / Line 79: @@
 ==Exporting documents to Excel==
-From the archive, it's possible to export documents to Excel.<br/>
+From the archive, it's possible to export the values of the document fields into Excel.<br/>
 <br/>
-Select the documents you would like to export by using the checkboxes [[image:unselected.png|link=]] in front of them. Documents are selected when the checkboxes looks like this: [[image:selected.png|link=]].<br/>
+In the archivelist, select the documents you would like to export by checking the checkboxes [[image:unselected.png|link=]] in front of the documents. Documents are selected when the checkboxes looks like this: [[image:selected.png|link=]].<br/>
-Click on the [[image:pageXls.png|link=]] "Export to Excel" button to export the documents.<br/>
+Click on the [[image:pageXls.png|link=]] "Export to Excel" button to export the values of the document fields.<br/>
-When clicking this button, following screen is added above the archivelist:<br/>
+When clicking this button, you see following screen above the archivelist:<br/>
 <br/>
 [[image:export_excel.png|link=]]<br/>
 <br/>
-This screen allows you to configure the fields to be exported before the actual export. Following fields are available:
+This screen allows you to select the fields to be exported. Following selections are available:
-* '''Export all header fields''': export all available header fields, not only the header fields that are shown in the archivelist.
+* '''Export all header fields''':
-* '''Include lines''': include all lines in the export. Possible values are:
+** if you check the checkbox, then all available header fields will be exported
 ** ''Posting line fields'': include all fields of the posting lines.
 ** ''Detail line fields'': include all fields of the detail lines.
-<br/>{{warning|Detail line fields are VIS only!}}<br/>
+<br/>{{warning|Detail line fields are only available in the VIS environment!}}<br/>
-{{info|The header data will be repeated in case multiple posting lines will be exported. For example: when having a document with 2 posting lines, the Excel file will have the data of 2 posting lines with the same header data next to it.}}<br/>
+{{info|In the Excel export, the header data will be repeated in case multiple posting lines will be exported. For example: when having a document with 2 posting lines, the Excel file will contain a similar header data row for each specific posting line.}}<br/>
 ==Exporting documents to PDF==