Inbox and Sendbox Navigation Tips

Below are tips for performing common tasks from your Inboxes and Sendboxes.

To	Inbox/Sendbox	Do this
View or add comments	Document Inbox Document Sendbox File Sendbox	Click the text in the Comment column. See “View or Add Comments to Documents and Files” on page 220.
Sort items in a column.	All	Click the column header. See “Sort Items in a Column” on page 219.
Print an item.	All	Click .
Save an item as an .xml file.	All	Click .
Download an item as a .csv file.		Click .
Specify how many of items appear on a page.	Document Inbox Document Sendbox File Sendbox	Select the number from the View drop-down menu.
Search for Inbox and Sendbox items.	All	Click . See “Search for Documents and Files” on page 220.
View a document.	Document Inbox	Do one of the following: Click the link in the Document ID column. Check the Select the check box for the document. Then, click Actions > View.
View a file.	File Sendbox	Click the file link in the Number column, then select the application to use for opening the file.
Save a document (or multiple documents) as a .pdf file.	Document Inbox Document Sendbox	1 Check the check box next to the document. 2 Click Actions > Generate PDF.
Download and save files	File Inbox File Sendbox	Do one of the following: Click the file link in the Number column. Select the file, and click Actions > Download. 3 Click Save in the File Download dialog box. 4 Specify where you want to save the file.
Send an unopened document or file.	Document Sendbox	1 Check the Select check box next to the document. 2 Click Actions > Send. Note: Only document(s) with status of Packing/Packed/Validated can be sent from the sendbox.
Delete items.	All	Trading Grid Online removes documents and files from your Inbox after 45 days and deletes them from the system. To delete documents or files before the 45-day period: 1 Open the Document Inbox or File Inbox. 2 Check the Select check box next to the document or file. You can select on multiple pages. 3 Click Actions > Delete. 4 Click OK in the confirmation prompt.
Increase or decrease the scroll height of a long document.	All	To decrease the scroll height, click . To increase the scroll height, click .

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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