Related Documents can be added to and deleted from Related Documents grid.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Query Related Documents Grid Form

Description

The Query Related Documents Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, date(s) of interest, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.

Definitions

1. File Name: This field filters for the name of the file.
2. Uploaded: This field filters for the date that the Related Document was uploaded to EMSWeb.