This simple tutorial will walk you through Searching and Viewing Documents on Jomo247. For more of our simple QMS software tutorials click HERE.
Hi everyone this tutorial will show you how to search for and view documents on Jomo247.
To begin we need to be on our My Documents page. Once here we are able to see all of our documents that are within tasks that are still active. We can see the search bar here that allows us to search by name and task status but if we click this blue dropdown arrow more search options will appear.
To search by the name of the document we can simply type it in this search bar and then hit the search button and as we can see the document will appear. If we want to search the name of another document or search using a new field or fields we need to make sure we are clearing the search setting using the clear button before every new search we make.
We are also able to search by the status of the document. As we can see at the moment we are viewing documents that are within tasks that are still open. If we want to view documents within tasks that have been completed or closed we can select this dropdown arrow. We can then select which status we want to view documents from and then we can hit the search button to view.
We are also able to search a date range that documents were created within. And finally, we are able to search by tags. When entering tags we need to make sure to put a comma between each separate tag we wish to search.
To view a document we can simply select it. Documents such as PDFs and Pictures are viewable on the site. However, documents such as those made on Microsoft office must be downloaded to your PC before viewing.
And that has been our simple guide to searching and viewing documents on Jomo247.