Using Data Tables in v5.0

Using DocuNECT v5.0
Manage User Help



DocuNECT's data tables are used for a number of reasons:

  1. Database Lookups
  2. Workflow Rules
  3. Classification and Indexing Rules
  4. Retention Rules

Data tables are permissions so you may have read or edit access to the data tables. Also the data tables depend on the configuration of the system.

datatables.png

Editing/Viewing Records

Click on the table name to view the records.

viewingdata.png

You can use the search feature to filter/search for the data you are looking for.

searchdata.png

Data Look and Feel

Depending on how the system is configured the data tables may have a custom look and feel. The following screenshot shows the classification rules table:

classsample.png

Exporting Data

You can export the data in the tables to either a Comma Separated Value (CSV) file, or an Adobe PDF document.

  • Export Data (CSV) - This option allows you to export the data to a Comma Separate Value (CSV) file. On pressing the Export Data (CSV) button the file will be automatically generated and downloaded.
  • Export Data (PDF) - This option allows you to export data to an Adobe PDF file. On pressing the Export Data (PDF) button the following page will be displayed allowing you to select the document generation options:
PDFReport.png