|
OpenText eDOCS: |
  |
|
OpenText eDOCS: |
|
The File Part Lookup page opens when you click the table lookup button on the Code field in any document profile page. You can use the File Part Lookup page to find the file part in which you want to file a document.
You can use the following methods to find a file part using the File Part Lookup page:
Recently Used is a standard Recently Used lookup. To filter the results, select a filter, enter the By criteria, then click Apply.
Group Favorites shows the file parts that have been assigned to your DM user group.
File Plan Search lets you search for file profiles containing specific text. Enter the text you want to search on, click the fields to search, then click the Search the File Plan toolbar button. Select a file part from the search results, then click the Select toolbar button.
File Plan Explorer displays the file plan in an expandable tree view. Browse the file plan to locate the file part you want. When you click a file part, it is selected and you are returned to the New Document page.
