Wiki source code of Documents

Last modified by MasterApps Support on 2021/06/18 01:38
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1 The **Documents** area of **Injury Master** is a library for storing all files related to an Incident or Claim. It can be used to generate system Smart Forms / Letters or upload any other file format.
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3 The **Documents** area can be found from the tab options in any Incident / Claim.
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5 [[image:Attachments.WebHome@mceclip0.61013.png||alt="mceclip0.png" style="max-width:606px"]]
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8 ==== **Document Details** {{id name="document-details"/}} ====
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10 Documents are arranged according to upload date / time, with most displayed first. At the very top of the library, the most recent **Medical Certificate** and **Return To Work Plan** are displayed under CURRENT.
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12 Each document displays the following information / options:
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15 1. **Document Name** – displays Document Type if no name specified
16 1. Date Uploaded – hover mouse to view time uploaded
17 1. Generated/Uploaded User – hover mouse to view created and updated date / time / user
18 1. Edit – edit document details
19 1. Delete – opens **Delete Document** window offering to confirm **Delete** or **Cancel**. A Warning message alerts of Events / Submissions / Payments related to document.[[image:Attachments.WebHome@mceclip1.d81c8.png||alt="mceclip1.png" style="max-width:355px"]]
20 1. **Date Range / Status** – date range of Med Cert / RTW Plan / Wage Reimbursement Schedule (Current / Expired)
21 1. **Document Tags** – including **Submitted** status
22 1. **Download** – view content of Smart Form / PDF in system, or save other file format to desktop
23 1. **More Options** – for handling documents (edit Smart Form, Optimise file size of PDFs, share / submit / collaborate via email)
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25 [[image:Attachments.WebHome@mceclip2.6c58b.png||alt="mceclip2.png" style="max-width:612px"]]
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27 Each page of the Documents library contains 15 files. You can navigate through the historical documents from the page numbers at the bottom of the page.
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29 [[image:Attachments.WebHome@mceclip3.2b6ee.png||alt="mceclip3.png" style="max-width:628px"]]
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32 ==== **Adding Documents** {{id name="adding-documents"/}} ====
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34 The blue buttons in the top right corner of the Documents library are used to add new documents. The options include:
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36 * **Generate** – system Smart Forms and Letters
37 * **Upload** – other document types
38 * **Upload via Email** (behind drop-down arrow)
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40 For further information, please refer to [[Generate Documents>>doc:Injury Master.Documents.Generate Documents.WebHome]] or [[Upload Documents>>doc:Injury Master.Documents.Upload Documents.WebHome]].
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42 [[image:Attachments.WebHome@mceclip0.ac524.png||alt="mceclip0.png" style="max-width:134px"]]
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45 ==== **Filtering Documents** {{id name="filtering-documents"/}} ====
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47 Specific documents can be located via typing in the search bar or filtering by Type or attachment status.
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49 For further information, please refer to [[Filtering Documents>>doc:Injury Master.Documents.Filtering Documents.WebHome]].
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51 [[image:Attachments.WebHome@mceclip1.0e1a4.png||alt="mceclip1.png" style="max-width:159px"]]
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54 ==== **Hidden Documents** {{id name="hidden-documents"/}} ====
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56 Some documents are hidden by default, including documents in processes, and those attached to payments, compensation periods or other documents. These are identified by a light blue ribbon at the top of the Documents list and can be unhidden by selecting Show All.
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58 For further information, please refer to [[Viewing Attached / Hidden Documents>>doc:Injury Master.Documents.Viewing Attached - Hidden Documents.WebHome]].
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60 [[image:Attachments.WebHome@mceclip2.e7af0.png||alt="mceclip2.png" style="max-width:508px"]]
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63 ==== **Bulk Handling Documents** {{id name="bulk-handling-documents"/}} ====
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65 By ticking the boxes next to the documents, you can handle multiple documents at the same time. The **Select** button in the left corner above the documents also allows you to Select All or Select None (deselect).
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67 [[image:Attachments.WebHome@mceclip7.046a4.png||alt="mceclip7.png" style="max-width:589px"]]
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69 You are then presented with 3 options:
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71 * **Download** – Save all selected documents to desktop as a ZIP file
72 * **Move** – Move all selected documents to a different Incident / Claim
73 [[image:Attachments.WebHome@mceclip9.9129f.png||alt="mceclip9.png" style="max-width:395px"]]
74 * **Delete** – Delete all selected documents. Warning message will display all Events / Submissions / Payments related to selected documents to be deleted

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