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Revision as of 09:31, 10 May 2019 by IDT-5 (Talk | contribs)

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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.

Admin - Admin Task - Search Sync

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.

Admin Task - Search Sync - Upload Document 7.8 

If the uploaded file format is incorrect, then a validation message window opens.

Admin Task - Search Sync - Upload Document - Invalid Format message 7.8
 
7. When the Agreement is uploaded or SysId is provided, the File Path field is displayed. 
 
Admin Task - Search Sync - Upload Document - File Path.PNG
 
8. Click Sync. The Sync Request Accepted message is displayed. 
 
Admin Task - Search Sync - Sync Request Accepted.PNG
 
9. Click OK.