From ICIHelp7.15
(Created page with " = Search Sync =") |
|||
| Line 1: | Line 1: | ||
= Search Sync = | = Search Sync = | ||
| + | |||
| + | You can search the documents that an Agreement is linked to. To do so: | ||
| + | |||
| + | 1. '''Click''' the ''Admin Task'' tile. | ||
| + | |||
| + | 2. '''Click''' ''Search Sync''. | ||
| + | |||
| + | 3. '''Select''' the ''Entity Type''. | ||
| + | |||
| + | 4. '''Select''' the ''Contract Type.'' | ||
| + | <div class="image-green-border">[[File:Admin Task Search Sync.PNG|Admin - Admin Task - Search Sync]]</div> | ||
| + | 5. To get the Sys Id, '''click''' ''Upload CSV'' to upload the .CSV Agreement or '''enter''' the SysId using comma separated value. | ||
| + | |||
| + | 6. As required, '''toggle''' ''Yes'' or ''No'' to ''Skip Agreement Document Indexing''. | ||
| + | |||
| + | 7. When the Agreement is uploaded or SysId is provided, '''click''' ''Sync''. | ||
| + | <div class="image-green-border">[[File:Admin Task Search Sync Doc Indexing.PNG|Admin - Admin Task - Search Sync - Doc Indexing]]</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 11:02, 22 March 2018
Search Sync
You can search the documents that an Agreement is linked to. To do so:
1. Click the Admin Task tile.
2. Click Search Sync.
3. Select the Entity Type.
4. Select the Contract Type.
5. To get the Sys Id, click Upload CSV to upload the .CSV Agreement or enter the SysId using comma separated value.
6. As required, toggle Yes or No to Skip Agreement Document Indexing.
7. When the Agreement is uploaded or SysId is provided, click Sync.
Related Topics: Agreements | Delete Agreement
