Wiki source code of Viewing Attached - Hidden Documents
Last modified by MasterApps Support on 2021/06/18 01:44
Show last authors
author | version | line-number | content |
---|---|---|---|
1 | Some documents are hidden by default from the **Documents** library, as indicated in the blue ribbon at the top of the Document list. | ||
2 | |||
3 | [[image:Attachments.WebHome@mceclip0.0d598.png||style="max-width:450px" alt="mceclip0.png"]] | ||
4 | |||
5 | These documents include: | ||
6 | |||
7 | *. Documents related to a **Process** | ||
8 | *. Documents attached to; | ||
9 | **. **Another Document** | ||
10 | **. **Notes** | ||
11 | **. **Payments** | ||
12 | **. **Compensation Periods** | ||
13 | |||
14 | You can quickly make these documents visible in the Documents library by selecting the Show all button in the hidden documents ribbon, either for Process documents or Attached documents. | ||
15 | |||
16 | |||
17 | |||
18 | ==== **Process Documents** {{id name="process-documents" /}}==== | ||
19 | |||
20 | Documents which are specifically related to Processes are kept in the **Processes** document library and hidden from the main Document library by default, except for Return to Work plans and Medical Certificates. | ||
21 | |||
22 | Specific documents related to Processes can be viewed by selecting the Documents tab within the specific Process you wish to view. | ||
23 | |||
24 | For further information, please refer to __Processes Overview.__ | ||
25 | |||
26 | |||
27 | |||
28 | ==== **Attachments** {{id name="attachments" /}}==== | ||
29 | |||
30 | Specific attachments can be viewed or downloaded in the following ways: | ||
31 | |||
32 | *. **Documents attached to other Documents** – Select the paper clip icon next to the Download button related to the Document | ||
33 | |||
34 | [[image:Attachments.WebHome@mceclip1.09839.png||style="max-width:573px" alt="mceclip1.png"]] | ||
35 | |||
36 | *. **Documents attached to Notes** – Select the download icon related to the Filenote in the Notes / Actions tab | ||
37 | |||
38 | [[image:Attachments.WebHome@mceclip2.3d39b.png||style="max-width:495px" alt="mceclip2.png"]] | ||
39 | |||
40 | *. **Documents attached to Payments** – Select the paper clip icon related to the Payment in the Accounts tab | ||
41 | |||
42 | [[image:Attachments.WebHome@mceclip3.b7829.png||style="max-width:759px" alt="mceclip3.png"]] | ||
43 | |||
44 | *. **Documents attached to Compensation Periods** – Select the paper clip icon related to the Compensation Period in the Wage Comp tab | ||
45 | |||
46 | [[image:Attachments.WebHome@mceclip4.35ea5.png||style="max-width:599px" alt="mceclip4.png"]] | ||
47 | |||
48 | Selecting the **eye** icon will redirect you to view the attachment in a filtered view within the **Documents** library. Selecting the **download** icon will allow you to open the attachment itself for viewing. | ||
49 | |||
50 | [[image:Attachments.WebHome@mceclip1.a6b58.png||style="max-width:226px" alt="mceclip1.png"]] |