Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

Navigation: File > Document Management >

File Manager (User)

 

 

 

 

 

FILE MANAGER (USER)

 

The File Manager give the user access to files that have been saved on the system in their document folder.  Saved documents are created when using Send To and uploading files to the program.

 

The Manager is accessed through File > Document Management > File Manager (User) or by pressing keys - Ctrl - Shift - F.  It is also available in the lower right corner of the SQL reports screen.

 

Search

This is a basic search.  Information on this search is available here.

Controls

Download and View opens a document on your desktop for printing, saving, changing etc.  It will only open the files that have a link to a program on your computer.  For example, if Adobe PDF reader is installed on your computer selecting Download and View on a PDF selected file will open it in Adobe Acrobat.

 

Delete Selected File deletes the highlighted file.  A popup warning will allow you to accept or cancer the deletion.

 

Delete Files > 7 Days Old deletes files older than 7 days from the date the button is pressed.  A popup warning will allow you to accept or cancer the deletion.

 

Delete All Files deletes all files in list regardless of age.  A popup warning will allow you to accept or cancer the deletion.

 

@Email pops up the Email program (if it is setup) to facilitate the emailing of the selected file to a recipient.

 

The folder button refreshes the list.

 

File List

All saved files are placed in this folder.  The list is user specific.  A different user will see only their files in the list.  When Naviteer starts, there is a new hidden procedure that runs instantly and checks the user's \Documents folder which is where files are copied to<>from the user's PC and where files are saved when saving reports to PDF, Excel, HTML, etc.

 

 

 

 

 

 

 

 

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