ChartNet Client > Document Search (F2)

DOCUMENT SEARCH MENU OPTIONS

FILE MENU

NEW SEARCH: Opens the search dialog box

REFRESH: Refresh the current search results

CLEAR LIST: Clear the current search results

RESET GRID: Resets the grid to the default grid

DOCUMENT HISTORY: Displays a list of reports that the user has typed or edited

DOCUMENT MENU

DISPLAY: Display the highlighted document

REMOVE FROM LIST: Removes selected document from the search results screen

CHECK IN DOCUMENT: Will pull back a document that is checked out

SEND BACK MODIFIED DOCUMENT: Send updated document to the server

ABORT CHANGES: Document will not be modified

CHANGE DOCUMENT TO DELETED STATUS: Delete selected document. You will be prompted for a reason for deleting the document, change the voice file status to UNTYPED, and whether you want to delete the Stats record (billing) and Userlog count (Payroll)

RECALL DELETED DOCUMENT: Recalls a document that was deleted.

MOVE DOCUMENT TO NEW SITE: Puts the document under a different site. You will be prompted for the site number and form type code.

RESTORE CHECKED OUT DOCUMENT:: If someone else has a document checked out, you can restore it to access it.

OPTIONS MENU

REMOVE FROM LIST AFTER EDITING: This will remove the edited document from the search results screen.

RIGHT CLICK MENU