Differences
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ug1-21 [2017/12/01 16:35] – external edit 127.0.0.1 | ug1-21 [2022/06/03 12:25] (current) – Shelley Hunter | ||
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* Documents added as MS Office files can be edited. | * Documents added as MS Office files can be edited. | ||
* Only MS Word Documents can be attached to emails. | * Only MS Word Documents can be attached to emails. | ||
- | \\ see also | + | * An email that has been saved to a folder can be added as an MSG file (2.21.8+) |
- | \\ [[http:// | + | |
- | **(2.3.4+)** | + | \\ See also |
- | Documents can be archived in all document views: | + | \\ [[http:// |
==== Document Filtering==== | ==== Document Filtering==== | ||
- | **(2.3.5+)**\\ | + | In Person, Placement, Company, Vacancy and Progress |
- | In Person, Placement, Company, Vacancy and Progress | + | |
This feature allows searching and filtering of Document State and Type along with key word searching in the description.\\ \\ | This feature allows searching and filtering of Document State and Type along with key word searching in the description.\\ \\ | ||
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{{ : | {{ : | ||
- | In addition, the sort order has been amended to place any archived records at the bottom of the list. | + | In addition, the sort order has been amended to place any archived records at the bottom of the list. \\ \\ |
+ | ==== Document Expiry date ==== | ||
+ | From version 2.21.8+ a column for expiry Date has been added to the Documents view of Person records. This is NOT linked to a question and can be amended on the view. \\ \\ | ||
+ | This is particularly useful if your agency does NOT use IQX Compliance Documents and therefore does not capture linked expiry information. | ||
- | ==== Separation of Compliance Docs and Docs ==== | + | {{:: |
- | **(2.3.5+)** | + | Because this would not be useful for all agencies this is switchable and would need to be activated |
- | This feature separates out Compliance Documents | + | |
- | ====Compliance Documents - Adjustment | + | <ifauth @technical> |
- | **(2.15.11+)** | + | ==== Save a report as a PDF to either Documents or Compliance Documents views ==== |
- | Compliance | + | 2.21.11+ If enabled by your agency you can save a report as a PDF to the Documents view and also Compliance |
+ | |||
+ | For reports that have had this feature added there is a new button that will show in the report that allows the saving | ||
+ | |||
+ | {{:: | ||
+ | |||
+ | This feature requires System Administrator Setup. <ifauth @technical> | ||
+ | |||
+ | ==== Drag Documents out of IQX into a folder or Email ==== | ||
+ | From 2.21.11+ it is possible for users who have been given the role by their System Administrator to drag documents and compliance documents out of IQX into a folder or attach them to an Outlook email. | ||
+ | |||
+ | ==== Compliance Documents ==== | ||
+ | |||
+ | There are separate views for Compliance Documents and Documents. For more information on Compliance Documents [[Compliance_docs|click here]]. | ||
- | In Maintenance - General Settings – Settings 1870 and 1880. Both input values specify the percentage of resolution and compression for compliance documents.\\ | ||
- | {{ : | ||
\\ | \\ | ||
\\ Back to [[1_online_user_guide]] | \\ Back to [[1_online_user_guide]] | ||
\\ Back to [[UG1-00]] | \\ Back to [[UG1-00]] |