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The creation of a report can be accessed through the “Document Report” button at the top of the default application window.
The button opens the following window. From there a filter on the period can be applied to the underlying report files. The files for the selected period can then be accessed through the “Get Documents” button. After selecting the required report file, this report can, accordingly, be exported to Excel or PDF, using the according buttons, and saved in the desired directory.
Figure 7.
3.2. Filtering, uploading & downloading documents
Files can be filtered based on a selected period, using the date filters at the top of the default application window. After setting the desired period, a record type is to be chosen by double-clicking on the chosen type, using the menu on the left.
Figure 8.
After applying the according filters, a list with the records of the selected record type is displayed. Per list, the number of documents is displayed. After selecting a record by clicking on it, the list with the files within that record is displayed at the bottom of the window. Existent files can be downloaded and removed, and new files can be uploaded to the record, using the appropriate buttons above the displayed list.
Figure 9.
3.3. Record type management
The previously mentioned record types can be managed through the “Record Type Management” button in the upper left corner of the default application window.
Existent record types can be edited and deleted, and new record types can be added, using the appropriate buttons on the newly-opened window.
Figure 10.
Per record type, a name, key, query, default data filter column and visible columns are to be specified.
Figure 11.
4. DMS in Evolution
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