Navigating the Portal
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      3. Navigating the Portal

      The Documents Tab

      The Documents Tab opens a list of all production documents that were not processed after being delivered to Conexiom.

      Click the Documents Tab on the left side of your screen to access this page. To manage these documents, you can designate each with a tag to track whether further action is required. Among other things, the Documents Tab enables you to do the following:

      • See all Not-Processed document notifications from the last 45 days, together, in one space, without toggling between separate applications or windows, enabling you to organize them more efficiently.

      • Avoid missing notification emails without your needing to create inbox folders or inbox rules.

      • Easily identify processing issues, their trends, and the patterns in which they occur.

      From the Documents Page, you can also open the document in the Document Details Page. From there, you can view the document’s complete history and open the PDF version that was submitted.

      Descriptions of the Document Tab’s features follow. Numbers on the image correspond to descriptions below.

      28 DocumentsTab 7.07.23-

      1

       

      To view a document and its history in the Document Details Page, click the Open Page icon for that listing. The Document Details Page opens alongside a view of the PDF version of the document. (See The Document Details Page).
      2

       

      Individual Tagging

      To tag individual listings, follow these steps:

      1. In the Tags column of the listing you want, click the Select Tags button.

      2. From the drop-down menu that displays, select a tag to define a status for that listing. Tag selections include:

        • Blank: Its default state, previous to evaluation.
        • Actioned: When action has been taken.
        • Ignore: To indicate you have reviewed the listing, but are not taking action at this time.

      Tagging

      To tag more than one listing at a time, follow these steps:

      1. Click the checkboxes for the listings you want to tag. Click the checkbox at the top of the column to select all listings.

      2. Click Options in the upper right-hand corner of the screen.

      3. Select from Blank, Actioned, or Ignore, as listed above.

      28 DocumentsTab 7.06.23e
      3

      Click the Column Name in the header to sort columns and tags. Click the Arrow next to the column name to change the order of listings from descending to ascending and back.
      5

      The Reason column lists the cause of the issue.

      The Reason column is not available for the Sort feature. To sort for Reason, click the Filter icon. (See Number 6).
      4

      In the Search Field, enter a customer or vendor name or a customer or vendor number. The search-results list identifies possible choices that correspond to your entry.
      6

       

      Click the Filter icon to define your search criteria as a custom filter, allowing you to move between screens without needing to reapply criteria. To define a filter, follow these steps:

      1. Click one or more drop-down menus.

      2. Select the filter attributes that will narrow down your list most efficiently.

      3. Click Apply Filters. As long as you are logged in, filters remain until you clear them.

      29 Documents Tab Filters Apply
      7

       

      Click the Hamburger icon  to display the Density menu. You can then set how compact the rows are listed in the data table. Select one of the following:

      • Comfortable, which displays the rows spread out from each other. This provides the least compact display but is likely the easiest to read.

      • Standard, which is the default display. It is a balance between the two other display settings.

      • Compact, which displays the listings close together. It is the most efficient in its use of space but may be more difficult to read.

       8

      Click the Download icon to download the Document List without needing to run a report.

       9

      Click Rows to display the drop-down menu and then select the number of rows to be shown on your screen.

       10

      Go forward or backward through pages by clicking the Left Arrow or Right Arrow. Or, by entering a page number, go to that specific page.

      ­Not in image

      Using your mouse, scroll vertically or horizontally through all the listings on a page. To help you navigate, the header and footer remain static while you scroll, giving you the ability to continue to read column and row headings. (The horizontal and vertical scroll bars, not shown in Figure 1, will display on your screen’s right or bottom when you begin scrolling).