How do I manage Bible/Binder/Library Renaming in Masters?

How do I change Bible/Binder/Library Naming to be?

1.

Login to your account using the username and password provided.

 

2.

Hover over the Masters tab.

3.

Hover over the Master Types tab and Click on the Bible/Binder/Library Renaming tab.

4.

Select client from the list.

5.

Go to Change Bible/Binder/Library Naming to be section and Tick any one radio button.

6.

Click on the APPLY button.

7.

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

How do I view an Audit Trail?

1.

Login to your account using the username and password provided.

 

2.

Hover over the Masters tab.

3.

Hover over the Master Types tab and Click on the Bible/Binder/Library Renaming tab.

4.

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

5.

Select filter types that you want to filter. Like filter by keyword, filter by operations, filter by date, filter by client etc.

6.

Click on the FILTER button. It will show you filtered data into grid.

How do I export an Audit Trail?

1.

Login to your account using the username and password provided.

 

2.

Hover over the Masters tab.

3.

Hover over the Master Types tab and Click on the Bible/Binder/Library Renaming tab.

4.

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

5.

Click on the EXPORT button.