My Daily Work à Mass Actions à Documentà Get External Documents

1.      This mass action can be utilized to Get new documents integrated with another system; via an external Excel sheet.

2.      Prepare a relevant excel sheet with the following columns structure; (‘Emp. ID’, ‘Name’ & Document Name, Document status,..etc)

3.      Choose File to select the predefined excel sheet, then press Import link.

4.      Verify & edit imported data at the grid, via Edit link per record to mark □ Post check box.

5.      You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

6.      Click Post to post the specified Document for the selected group of employees.