Use Documents Search and Export - Hasmate
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Use Documents Search and Export

30 May Use Documents Search and Export

Posted at 13:43h in Documents Module by

Please click on “Documents” in the program menu.

Order of Documents

The Documents Search page shows 15 documents alphanumerically by Title.  Any empty fields show at the top, then title names that start with numbers (e.g. 123ABC, 156GH, etc), then title names that start with letters (e.g. AB1234, AB1237, AC456, etc).

You can reorder the document search page temporarily, by clicking on another column title, e.g. “File Path“, “Comments“, etc.  Clicking on the column title again will put them in reverse order.

Note – if you go to another part of the Hasmate program, or log out and log back in, the Document Search page will return to the default ordering by Title.

Document pages

To go to the appropriate page of documents, you can use the page numbering buttons.

<< takes you to the first page of documents

< takes you back one page

1, 2, 3, etc takes you to the exact page that you want

> takes you forward one page

>> takes you to the last page of documents

Using Search

To find the document or documents you wish, you can use one or more of the following fields to search by:

  • Business Level 1, 2, and 3 (these will be named whatever you’ve named them in “Controls“, and will be drop-downs of the options you’ve previously set)
  • Document Title
  • Active (dropdown of Yes or No)

Then click the “Search” button to see the search results of documents appropriate to the criteria you’ve set.

To clear a search, click the “Clear” button.

Using Export

At any point, you can export some of the document details as a spreadsheet.

Information can also be exported after a search.

The information in the spreadsheet will include the following fields:

  • Title
  • ActiveFlag
  • FilePath
  • FolderName
  • Comments
  • NextReviewDate
  • DocumentID
  • BusinessLabel1Desc
  • BusinessLabel2Desc
  • BusinessLabel3Desc

If you have further questions or require training, please contact Hasmate.