Navigation Tips

Document Manager : Create New Documents : Navigation Tips

Navigation Tips

Document Manager with Forms Viewer

Below are tips for navigating and performing common tasks if your system uses a forms viewer.

To

Do this

Zoom in or zoom out.

Use the magnification tools or select a magnification from the drop-down menu.

Add line items.

Click Add Row.

Delete line items.

Check the appropriate check box in the item row, and click Delete. You can check multiple check boxes.

Attach a file to a document.

To attach a file to a document, you must save it first and then open the document from your Sendbox.

See “Attach a File to a Document” on page 254.

Save the form to a specific location.

Click Save Form or Save to PC.

Submit a form for Approval.

For a Document Viewer form, either send the document or send it with approval, depending on how the form is designed for your trading community.

Click Submit for Approval.

Print a form.

Open the printer dialog box to print the form, and click Print.

16.2 release. Updated October 23, 2016

Trading Grid Online User Guide PDF

To	Do this
Zoom in or zoom out.	Use the magnification tools or select a magnification from the drop-down menu.
Add line items.	Click Add Row.
Delete line items.	Check the appropriate check box in the item row, and click Delete. You can check multiple check boxes.
Attach a file to a document.	To attach a file to a document, you must save it first and then open the document from your Sendbox. See “Attach a File to a Document” on page 254.
Save the form to a specific location.	Click Save Form or Save to PC.
Submit a form for Approval.	For a Document Viewer form, either send the document or send it with approval, depending on how the form is designed for your trading community. Click Submit for Approval.
Print a form.	Open the printer dialog box to print the form, and click Print.