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Administration page

The Administration page is only available if you're a Document Manager Administrator. It assists you to manage all documents that are checked out or require approval, depending on which option is displayed.

To access the Administration page, click the downward arrow on the Documents

 button on the toolbar. Select Administration from the drop-down menu options.

The different Administration options can be accessed by right-clicking anywhere in the tab and selecting the option from the right-click menu.

(AE) You can view more than one option by adding several copies of the view option to the homepage and choosing a different view for each copy.

Available Administration options

  • Checked Out All

This view displays all checked out documents regardless of which employee has checked them out.

  • All Outstanding Documents

This view displays all documents that are current and not yet marked as approved or complete. The Created Date field can be used to filter the list.

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