Difference between revisions of "Welcome view"
From 1Archive help
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| − | + | In the upper right corner of the welcome view you have different links to click on: | |
| + | * '''Help''': opens the wiki. | ||
| + | * '''Logout (username)''': allows the current user to log off. | ||
| + | * '''My account''': gives you access to the different [[User management|user settings]]. | ||
| + | * '''en | nl | fr''': allows you to choose a specific language (English, Dutch or French). | ||
| − | + | <br/> | |
| + | On the left side of the screen, right below the logo, there is a menu with 3 different menu-items: | ||
| + | |||
| + | * “[[Capturing_invoice_data#Capturing_paper_invoices_by_web_scanning|Document loader]]”: for launching the webscanning task or other import methods. | ||
| + | * "[[Validating_invoices|Archive]]”: an overview of all the documents available in the archive, along with some tasks (on the left side). | ||
| + | * "[[Reports]]": gives you the possibility to create a report of certain data in 1Archive. | ||
| + | |||
| + | The '''EIS''' and '''OIS''' environments have an extra menu item, which is located at the first position: | ||
| + | * "[[Dashboard]]": gives you a statistical overview of the documents in 1Archive. | ||
| + | |||
| + | <br/> | ||
| + | On the right side of the menu, you can see in which company you are working. Next to that, you see the [[image:company.png]] "Company" icon. This button allows you to select a different [[Selecting a company|company]]. | ||
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Under the “company” name you can find information of how much data (pages) the archive or a specific list contains. | Under the “company” name you can find information of how much data (pages) the archive or a specific list contains. | ||
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Use following icons to move around: | Use following icons to move around: | ||
| − | * [[image:blockFirst.png|link=]] | + | * [[image:blockFirst.png|link=]] "First page" go to the first page of the list. |
| − | * [[image:blockPrevious.png|link=]] | + | * [[image:blockPrevious.png|link=]] "Previous page" go to the previous page. |
| − | * [[image:blockLast.png|link=]] | + | * [[image:blockLast.png|link=]] "Last page" go to the last page of the list. |
| − | * [[image:blockNext.png|link=]] | + | * [[image:blockNext.png|link=]] "Next page" go to the next page. |
[[image:BlockReload.png|link=]] (Reload) is used for refreshing the screen. | [[image:BlockReload.png|link=]] (Reload) is used for refreshing the screen. | ||
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{{Note|In “<u>''[[All documents|All documents]]''</u>”, you can limit your view of the invoices into ‘Since last visit’, ‘Last 3 months’, ‘Last 6 months’ or ‘All’.}} | {{Note|In “<u>''[[All documents|All documents]]''</u>”, you can limit your view of the invoices into ‘Since last visit’, ‘Last 3 months’, ‘Last 6 months’ or ‘All’.}} | ||
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By clicking on a tab you can switch from activity. | By clicking on a tab you can switch from activity. | ||
When selecting the “Archive” tab you see on the left side following sub menu: | When selecting the “Archive” tab you see on the left side following sub menu: | ||
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| − | |||
* [[Welcome_view_EIS|EIS users]] | * [[Welcome_view_EIS|EIS users]] | ||
* [[Welcome_view_OIS|OIS users]] | * [[Welcome_view_OIS|OIS users]] | ||
| + | * [[Welcome_view_VIS|VIS users]] | ||
Revision as of 17:28, 8 June 2016
In the upper right corner of the welcome view you have different links to click on:
- Help: opens the wiki.
- Logout (username): allows the current user to log off.
- My account: gives you access to the different user settings.
- en | nl | fr: allows you to choose a specific language (English, Dutch or French).
On the left side of the screen, right below the logo, there is a menu with 3 different menu-items:
- “Document loader”: for launching the webscanning task or other import methods.
- "Archive”: an overview of all the documents available in the archive, along with some tasks (on the left side).
- "Reports": gives you the possibility to create a report of certain data in 1Archive.
The EIS and OIS environments have an extra menu item, which is located at the first position:
- "Dashboard": gives you a statistical overview of the documents in 1Archive.
On the right side of the menu, you can see in which company you are working. Next to that, you see the 
"Company" icon. This button allows you to select a different company.
Under the “company” name you can find information of how much data (pages) the archive or a specific list contains.
Each page contains maximum 20 documents.
Use following icons to move around:
-
"First page" go to the first page of the list. -
"Previous page" go to the previous page. -
"Last page" go to the last page of the list. -
"Next page" go to the next page.
(Reload) is used for refreshing the screen.
With the following icon 
(Toggle the document preview), you can set on or off the thumbnails, displaying the first image of the invoice as a thumbnail in the list.
 |
In “All documents”, you can limit your view of the invoices into ‘Since last visit’, ‘Last 3 months’, ‘Last 6 months’ or ‘All’. |
By clicking on a tab you can switch from activity.
When selecting the “Archive” tab you see on the left side following sub menu:
