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How do I manage FLYdoc Templates in Masters?
How do I add FLYdoc Templates?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.
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4.
Click on the ADD button on the right side of the page. It will open a new window.
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5.
Select Client from the list and Select other relevant details.
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6.
Click on the SAVE CONTENT button.
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7.
It will show you Popup window. Click on the OK button.
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How do I edit FLYdoc Templates?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.
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4.
Select Client and other required fields.
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5.
Go to grid and Click on the view icon. It will open a new window.
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6.
Select the record that you would edit.
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7.
Click on EDIT button. It will open a new window.
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8.
Select Client from the list and Select other relevant details.
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9.
Click on the SAVE CONTENT button.
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10.
It will show you Popup window. Click on the OK button.
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How do I delete FLYdoc Templates?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.
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4.
Select Client and other required fields.
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5.
Go to grid and Click on the view icon. It will open a new window.
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6.
Select the record that you would delete.
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7.
Click on the DELETE button on the right side of the page.
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8.
It will show you Popup window. Click on the OK button.
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9.
It will show you Popup window. Click on the OK button.
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How do I view Audit Trail?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.
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4.
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
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5.
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
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6.
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
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How do I export Audit Trail?
1.
Login to your account using the username and password provided.
2.
Click on the Masters tab.
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3.
Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.
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4.
Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
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5.
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
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6.
Click on EXPORT button.
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Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.