Help for Selected documents
Groups of records and user document management.
On the Selected documents page, you can store documents (or exactly records of documents) that you plan to borrow in the future, or from which you create a document group and distribute it as recommended documents, etc. You can add any comment to the documents.
How to add a document into the group of Selected documents?
- Go to the search results page or Basket or a document detail.
- In the links menu for the record operation, click the link
to bring up a window that allows you to assign the record to a group, or add it as a private note and save it.
The document record is added to the specified document group.
How to create your own document group?
- Go to the page Selected documents.
- Click the icon , at the top of the page to bring up a new group window.
- Enter a name for the new group.
- Press Create a new group to create a group and save. The group appears on the left side of the page.
How to delete a group of documents?
- Go to the page Selected documents.
- In the side menu, click the icon , to display the group settings page.
- In the section Remove press Remove the group to delete the group.
Cannot delete main group.
How to rename a document group?
- Go to the page Selected documents.
- In the side menu, click the icon , to display the group settings page.
- In the section Rename enter a new group name.
- Press Rename to rename and save the group.
Cannot delete main group.
How to move a document to another document group?
- Go to the page Selected documents.
- Select the group in which the document is saved.
- In the links menu for the document recording operation, click .
- A menu of groups to which the document record can be moved appears.
- Selecting a group moves the document record.
How to copy a document to another document group?
- Go to the page Selected documents.
- Select the group in which the document is saved.
- In the links menu for the document recording operation, click
- A menu of groups to which the document record can be copied appears.
- Selecting a group copies the document record.
How to delete a document from the Selected documents group?
- Go to the page Selected documents.
- Select the group in which the document is saved.
- Clicking and confirming the delete request will delete the document.
How to publish the Selected documents group?
- Go to the page Selected documents.
- In the side menu, click the icon , to display the group settings page.
- In the section Share there is a button Publish, for publishing a document group to everyone who has the URL for that group.
How to stop publishing the Selected documents group?
- Go to the page Selected documents.
- In the side menu, click the icon , to display the group settings page.
- In the section Share there is a button Cancel Publish, to stop publishing a group of selected documents. The original URL is no longer and will not be valid. With the new publication, a new unique URL is created.
How to set the Selected documents group view?
- Sort and display format can be set.
- Go to the page Selected documents.
- In the side menu, click the icon , to display the group settings page.
- In the section View there is a possibility to set the sorting method and display format.
How to forward a document(s) from the Selected documents group to an e-mail?
- It is possible to send either a single entry or an entire group.
- Go to the page Selected documents.
- One record can be sent using the link , found in the link menu for the document record operation.
- You can submit a document group using the button at the top of the screen above the document records. Click to move to the e-mail page.
- Enter the address of the recipient(s).
- If desired, you can edit the subject or even the text of the companion message.
- Press Send to send the selected documents to the specified recipients.