Other Actions

Create New

   
 Fig.eFile.1  
 The actions provided after opening a Draft file: :

  • Reference: With the help of this feature user can attach correspondence/Receipt to the working File.
    1. Local Reference: Document is browsed and attached from local domain.
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      • Link: With the help of this feature user can Link and delink other eFile(s) to the working file.
    1. Internal Files:This sub link helps the user to link/delink any other file from within the Organization.
    1. Referred In Files:This sub link helps the user to view other Files that are linked from some other Organization with the working file.
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      • Details: With the help of this feature user can see the details of a File i.e. total no. of part Files created, TOC receipt, Dispatch Movement History and Linked Files
     
      • Movements: With the help of this feature user can have a track on the Running File and can view the movements of all the files.
     
      • Edit: With the help of this feature user can make changes to the cover page of existing running file except the Basic and Corresponding Heads.
     
      • Send :  With the help of this feature user can send the File to the Recipient.
     
      • Attachment : This link facilitates the user to attach other files or receipts with the working File.
     
      • More : This link facilitates the user to attach other files or receipts with the working File.
    1. Close Files:Only creator of the File can close the file, no other person has access to close files.
    1. Park Files:Parked File contains files that are temporary closed and work will be done later on.
    1. Park Files History :Displays the history of the Parked file.
    1. Close Files History :Displays the history of the closed file.
    1. Create Volume:With the help of this feature, user can create a new Volume of an existing file.
    1. Merge Files:This link facilitates the user to merge physical files only. Merged file will be in View only mode.

      User can De-Merge or Merge the Merged File with any other File also by using the ‘De-Merge’ and ‘Merge with Another’ option available respectively under ‘Merge Details’ tab.

    1. Merge Details:This sub link helps the user to view the details of the merged files.