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.

3.

Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.

4.

Click on the ADD button on the right side of the page. It will open a new window.

5.

Select Client from the list and Select other relevant details.

6.

Click on the SAVE CONTENT button.

7.

It will show you Popup window. Click on the OK button.

How do I edit FLYdoc Templates?

1.

Login to your account using the username and password provided.

 

2.

Click on the Masters tab.

3.

Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.

4.

Select Client and other required fields.

5.

Go to grid and Click on the view icon. It will open a new window.

6.

Select the record that you would edit.

7.

Click on EDIT button. It will open a new window.

8.

Select Client from the list and Select other relevant details.

9.

Click on the SAVE CONTENT button.

10.

It will show you Popup window. Click on the OK button.

How do I delete FLYdoc Templates?

1.

Login to your account using the username and password provided.

 

2.

Click on the Masters tab.

3.

Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.

4.

Select Client and other required fields.

5.

Go to grid and Click on the view icon. It will open a new window.

6.

Select the record that you would delete.

7.

Click on the DELETE button on the right side of the page.

8.

It will show you Popup window. Click on the OK button.

9.

It will show you Popup window. Click on the OK button.

How do I view Audit Trail?

1.

Login to your account using the username and password provided.

 

2.

Click on the Masters tab.

3.

Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.

4.

Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.

5.

Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.

6.

Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export Audit Trail?

1.

Login to your account using the username and password provided.

 

2.

Click on the Masters tab.

3.

Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.

4.

Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.

5.

Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.

6.

Click on EXPORT button.