CIPAceTM Help

Browse Documents

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Navigate Here: Documents > Browse Documents

 

You can browse all documents uploaded to the CIPAce application on the Browse Documents page.

 

BrowseDocument

 

A brief summary of each document displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Markup and Download. You may sort the records by clicking the linked column header. If there are too many records to display on one page, you can use the navigation control to view another page, or you may increase the number of records per page.

 

You can quickly find the documents you want by using the search function. Enter search conditions in the search fields and click the Search button. The documents will be filtered and the table will show the records that match the search conditions. Click the Reset button to clear the latest input.

 

You can edit a document by clicking the Document ID or Document Name link. System will go to the Document Management page for the selected item.

 

You can add a new document by clicking the Add icon Add at the upper left corner of the table and the system will go to the Add Document page.

 

You can download the latest version of a document by clicking the Download icon DocumentDownload in the Download column of each record row.
 
You can redline the document by clicking the Markup icon markup, the system will then direct you to the Online Document Markup page in a new page.

 

You can delete multiple documents by selecting target documents and then clicking the Batch Delete icon DeleteSelectBudget at the upper left corner of the table.

 

You can copy document(s) to another entity record by clicking the Batch Copy Documents Out iconBatch Copy Documents Toat the upper left corner of the table. System will direct to Batch Copy Documents To Another Entity Record page as below. Select target entity record and click the OK button, the document(s) will be successfully copied to the new entity record. By default, the documents will be copied to root folder of the new entity record.

 

          Batch Copy Documents To Another Entity Record

 

You can associate document(s) to another entity record by clicking the Create Linked Documents Out icon Batch Associate To at the upper left corner of the table. System will direct to Batch Create Linked Document(s) for Another Entity Record page as below. Select target entity record and click the OK button, the document(s) will be successfully associated to the new entity record. By default, the documents will be associated to root folder of the new entity record.

 

Batch Associate Documents To Another Entity Record

 

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