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'''Grid View''' | '''Grid View''' | ||
| − | Grid view reduces the time required to go through the complete list of available | + | 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. |
| − | #Click Agreement Management tile on My Dashboard. This opens the Agreements page. | + | The search results are displayed in tabular form. You can further sort your results by using the ''Filter'' provided in each column. |
| − | #Click the View icon next to the Agreement whose version you want to view and download. | + | |
| − | #Click | + | Follow these steps to search the specific version: |
| − | #Narrow down the Agreement versions by using the Refine Search field. For example, type initials of User Name who created the Agreement or type User Role. This filters the results to display only those records that matches your search. | + | |
| − | # | + | #'''Click''' the ''Agreement Management'' tile on My Dashboard. This opens the Agreements page. |
| − | #You can sort your search results further by clicking Filter icon provided in every column. Click Filter icon and choose options relevant to your search in the fields. | + | #'''Click''' the ''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. | ||
| + | #Narrow down the Agreement versions by using the ''Refine Search Here ''field. For example,you can either type initials of ''User Name'' who created the Agreement or type ''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''' (screenshot) under Document to download the specific version. | ||
| + | #You can sort your search results further by clicking ''Filter'' icon provided in every column. '''Click''' Filter icon and choose options relevant to your search in the fields. | ||
| | ||
'''List View'''<br/> Here you can view the complete list of available versions and download them. | '''List View'''<br/> Here you can view the complete list of available versions and download them. | ||
Revision as of 10:07, 3 October 2017
Versions
Versions tab displays all the versions which are created for the Agreement, here 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.
The search results are displayed in tabular form. You can further sort your results by using the Filter provided in each column.
Follow these steps to search the specific version:
- Click the Agreement Management tile on My Dashboard. This opens the Agreements page.
- Click the 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.
- Narrow down the Agreement versions by using the Refine Search Here field. For example,you can either type initials of User Name who created the Agreement or type 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 (screenshot) under Document to download the specific version.
- You can sort your search results further by clicking Filter icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.
List View
Here you can view the complete list of available versions and download them.
