CIPAceTM HelpFund Document |
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Navigate Here: Funding > Funds > Browse Funds > Select a fund from the table > Document tab
A brief summary of each associated document of a fund displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Check Out, Is Linked Document, Mark Up and Download. You can sort records by clicking the linked column header. If there are too many records to be displayed on one page, you can use the navigation control to view another page, or you may increasing the number of records per page. You can add an external document to the current fund by clicking You can delete multiple documents in batch by clicking the Batch Delete icon You can download documents in batch into the local path by clicking the Batch Download icon
You can create document(s) to the current fund via copying from existing document(s) by clicking the Batch Copy Documents In icon
- You can find the documents you want by specifying the search conditions and clicking the Search button. - Select the documents to be copied and click the Save button. New documents will be created for the current fund and the system will go back to the Documents tab page of the Fund Management page. Key Words, Description of the source documents will be copied to the new documents as well. You can batch copy documents of the current fund to another business entity record (as new documents) by selecting the specific documents and then clicking the Batch Copy Documents Out icon
You can create linked documents from existing documents in CIPAce to the current fund by clicking the Create Linked Document(s) In icon
You can create linked documents to another entity record by clicking the Create Linked Document(s) Out
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