CIPAceTM HelpManage Risk Documents |
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Navigate Here: Planning > Risks > Browse Risks; select a risk > Documents tab
On the Documents tab page, you can view all documents attached to the current risk.
A brief summary of each associated document displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Is Linked Document, Mark Up and Download. You can sort the files by clicking the linked column headers. 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 add an external document to the current vendor 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 redline the document by clicking the Markup icon You can create document(s) to the current Risk 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 pressing the Search button. - Select the documents to be copied and click the Save button. New documents will be created for the current risk and the system will go back to the Documents tab page of the Manage Risk 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 risk 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 Risk by clicking the Create Linked Documents In icon
You can create linked documents to another entity record by clicking the Create Linked Documents Out
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