File Part Lookup Page

The File Part Lookup page opens when you click the table lookup button on the Code field on any Document Profile page. Use the File Part Lookup page to find the File Part in which you want to file the Document.

The File Part Lookup page allows you to select from four methods of finding the File Part:

  • Recently Used

  • Group Favorites

  • File Plan Search

  • File Plan Explorer

Recently Used is a standard Recently Used lookup. To filter the results, select a Filter and enter the By criteria, then click Apply.

Group Favorites shows the File Parts that have been assigned to your DM user group. The Group Favorites list is maintained using the RM Administration Tool.

File Plan Search allows you to type in text to search for in the File profiles.

  1. Enter the text to search for and click the fields to search.

  2. Click Search the File Plan on the toolbar to perform the search and display the search results.

  3. Select a File Part and click Select on the toolbar.

File Plan Explorer displays the File Plan in an expandable tree view. Browse the File Plan to locate the File Part. When you click on a File Part, it is selected and you are returned to the New Document page.

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