In the Home Center, from the sidebar menu select Views > My Documents.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Enter a date or range of dates to view documents received on or between those dates.

Security Class/

Document Type

Select a Security Classification and/or Document Type to limit the view to documents matching the selected criteria.

The Restricted (Hidden) classification is not available unless you have been granted "Full Access" rights through Security Group Setup.

Center/

Name

To view documents assigned to a specific center and entity, select the center, then enter the name of the entity (such as the broker, customer, or employee name). You do not have to enter the entire name or use wildcards.

Max# of Records Returned

Enter the maximum number of records to be displayed in a single page of the list. By default, AMS360 displays the first 100 records unless you enter a higher maximum number in this field.

To see the data that meets your selection criteria, click Apply View.

My Documents

Applies to:  Home Center

The My Documents view lists unprocessed documents assigned to you.

Key Fields

Info

Click to open the Document Information window where you can view a summary of the document and change the index information.

Doc Type

Entered by the person who scanned or added the file. Document Types are defined by your system administrator in the Administration Center. (List Setup > Document Types).

Description

The document description as entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Comments

Any comments entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

By

The user who scanned or attached the file and assigned the document.

To

The user assigned to the unprocessed document.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

To clear an unprocessed document from your Home Center My Documents view, you must process it by taking one of these actions:

Re-assign it to another employee.

Attach the file to an activity, note, or vendor invoice.

Delete the file from the system.

For more information about how to work with Doc360 files, see Workflow: Working with Doc360 Documents topic.

Whether you are authorized to take certain actions on a specific document depends on two factors: your employee security group, and the classification status of the document itself. For more information about Doc360 security, see Workflow: Setting Up Doc360 Security.

Click the check box(es) corresponding to the item(s) you want to attach to an Activity.

In the toolbar, click Activity.

Choose an Action (required), Group Type, and Name (optional).

Enter a description

Notice the number of attachments listed after the word Attachments on the Activity. You can click the link to view attachment information and enter or change information about the document.

Click the Save & Close icon on the toolbar.

Click the check box(es) corresponding to the item(s) for which you want to view history.

In the toolbar, click History. The History window appears.

You can View History for one document at a time.

  1. Click the check box(es) corresponding to the item(s) you want to email.
  2. In the toolbar, click Email.
  3. The Email Recipients Selection page appears, which incorporates the features of the Contact Book .to send documents via email. More...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.