Find Distributed Document

Explanation

Use this activity to locate a document that has been distributed.

Prerequisites

• This activity is applicable in IFS Aurena.
• The document must have been distributed.

System Effects

As a result of this activity, you have located the document(s) that was distributed to you for your reference.

Related Window Descriptions

My Incoming Documents

Procedure

1. Open My Incoming Documents page from the Document Management lobby page or from the navigator.
2. In the Unattended group, documents that was distributed to the logged in person or to a group, that the person is included will be shown.
3. Select a document and click Download to view the document.
4. Click Mark As Read.
5. In the Mark As Read group, documents that was marked as read by the person will be shown.
6. Click Add Note. In the dialog opened enter a note and click Ok.
7. Click Approve. The approved documents will be shown in the Approved group.
8. Page is populated with distributed documents. If there are many entries, in the list mode, you can use a filter to reduce the number of document records. 
9. Click on the Details button will display the document in the Document Details page.