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#'''Click''' ''Agreement Management'' tile on ''My Dashboard''. This opens the ''Agreements'' page. | #'''Click''' ''Agreement Management'' tile on ''My Dashboard''. This opens the ''Agreements'' page. | ||
| − | #'''Click''' ''View [[File:View.png]] ''icon next to the Agreement, whose version you want to view and download. | + | #'''Click''' ''View [[File:View.png|RTENOTITLE]] ''icon next to the Agreement, whose version you want to view and download. |
#'''Click''' ''Versions'' in the left pane, this displays all the available Agreement versions. By default, ''Grid'' view is selected. | #'''Click''' ''Versions'' in the left pane, this displays all the available Agreement versions. By default, ''Grid'' view is selected. | ||
| − | #You can refine your search by using the ''Refine Search Here ''field. For example, you can either type initials of ''User Name'' who created the Agreement or | + | #You can refine your search by using the ''Refine Search Here ''field. For example, you can either type initials of ''User Name'' who created the Agreement or User Role. This filters the results to display only those records that matches your search. |
#You can download Agreement versions either in Microsoft Word or PDF format. '''Click''' ''Word'' icon or ''PDF'' icon under ''Document'' to download the specific version. | #You can download Agreement versions either in Microsoft Word or PDF format. '''Click''' ''Word'' icon or ''PDF'' icon under ''Document'' to download the specific version. | ||
| − | #You can sort your search results by clicking ''Filter'' icon provided in every column. '''Click''' ''Filter ''icon and choose options relevant to your search in the fields. | + | #You can sort your search results by clicking ''Filter'' [[File:Filter.png]] icon provided in every column. '''Click''' ''Filter [[File:Filter.png]] ''icon and choose options relevant to your search in the fields. |
'''List View'''<br/> The ''List ''view displays the complete list of versions available. Here you can view and download them. | '''List View'''<br/> The ''List ''view displays the complete list of versions available. Here you can view and download them. | ||
Revision as of 11:34, 5 October 2017
Versions
All the versions of the chosen Agreement are displayed under the Versions tab. When an attribute which is added to the Agreement through Template, gets updated and the Agreement goes through the approval cycle again, a new version of the Agreement is created. Through Versions tab you can view and download them. Versions can be viewed either through Grid or List view. By default, Grid view is selected.
Let’s go through each view in detail:
Grid View
Grid view reduces the time required to go through the complete list of available versions to find the specific one. Using this view, you can easily refine your search for specific version.You can further sort your results by using the Filter provided in each column.
Follow these steps to search the specific version:
- Click Agreement Management tile on My Dashboard. This opens the Agreements page.
- Click View
icon next to the Agreement, whose version you want to view and download. - Click Versions in the left pane, this displays all the available Agreement versions. By default, Grid view is selected.
- You can refine your search by using the Refine Search Here field. For example, you can either type initials of User Name who created the Agreement or User Role. This filters the results to display only those records that matches your search.
- You can download Agreement versions either in Microsoft Word or PDF format. Click Word icon or PDF icon under Document to download the specific version.
- You can sort your search results by clicking Filter
icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.
List View
The List view displays the complete list of versions available. Here you can view and download them.
