From ICIHelp8.2
| Line 19: | Line 19: | ||
<div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document.PNG|Admin Task - Search Sync - Upload Document 7.8]] </div> | <div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document.PNG|Admin Task - Search Sync - Upload Document 7.8]] </div> | ||
If the uploaded file format is incorrect, then a validation message window opens. | If the uploaded file format is incorrect, then a validation message window opens. | ||
| − | <div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - Invalid Format message.PNG|Admin Task - Search Sync - Upload Document - Invalid Format message 7.8]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. When the Agreement is uploaded or SysId is provided, ''' | + | <div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - Invalid Format message.PNG|Admin Task - Search Sync - Upload Document - Invalid Format message 7.8]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. When the Agreement is uploaded or SysId is provided, the File Path field is displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - File Path.PNG|Admin Task - Search Sync - Upload Document - File Path.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. '''C''''''lick''' ''Sync''.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics:''' [[Agreements_Page|Agreements]] | [[Delete_agreement|Delete Agreement]]</div> <div class="image-green-border"> </div> |
Revision as of 09:59, 17 April 2019
Search Sync
You can search the documents that an Agreement is linked to. To do so:
1. Click the Admin Task tile.
2. Click the Search Sync button.
3. Select the Entity Type from the drop-down.
4. Select the Contract Type from the drop-down.
5. To get the Sys Ids, click the Upload CSV button to upload the .CSV Agreement or enter the Sys Id using comma separated value.
6. As required, toggle Yes or No to Skip Agreement Document Indexing.
7. Click the Upload CSV button to upload the CSV document. The Upload Document window opens.
If the uploaded file format is incorrect, then a validation message window opens.
7. When the Agreement is uploaded or SysId is provided, the File Path field is displayed.
8. C'lick' Sync.
Related Topics: Agreements | Delete Agreement
