Actions

Throughout the site there are Action menus with buttons enabling you to interact with your information.

 

 

Button

Name

Description

 Add

Allows you to add a new record

Used in: Accounts, Users

Edit

Allows you to edit an existing record

Used in: Accounts, Users

Copy

Allows you to copy an existing record to create a new one

Used in: Accounts

Delete

Allows you to deprecate or retire an existing record

Used in: Accounts, Users

Export to PDF

Allows you to export the information currently being displayed to PDF format

Used in: Accounts, Users, Document searches, Transmission searches, Mailbagged Document searches

Export to Microsoft Word

Allows you to export the information currently being displayed to Microsoft Word format

Used in: Accounts, Users, Document searches, Transmission searches, Mailbagged Document searches

Export to Microsoft Excel

Allows you to export the information currently being displayed to Microsoft Excel format

Used in: Accounts, Users, Document searches, Transmission searches, Mailbagged Document searches

Resend File

Allows you to resend a selected Transmission.

This action simply redelivers the file to the target receiver’s mailbox

Used In: Transmission Search

Reprocess File

Allows you to reprocess the selected Transmission from the start of the processing steps.  If changes have been made to the processing steps since the original processing of the file, these new changes will be applied by reprocessing a transmission.

Used in: Transmission Search