Jomo247 Tutorials: Search, View & Download Documents

Share on facebook
Share on twitter
Share on linkedin
Share on email

Table of Contents

This quick tutorial will walk you through Searching, Viewing and Downloading on Jomo247. For more of our simple QMS software tutorials click HERE.

Transcript

Hi everyone, this tutorial will show you how to search for, view and download documents on Jomo247.

To begin we need to be on our My Documents page. Once here we can see all of our documents that are within tasks with the to-do status.

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 to do. If we want to view documents within tasks that are active or 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 can search by tags.

To preview a document we can simply select the orange magnifying glass button. Most file types will be able to generate a PDF for preview.

However, certain file types such as emails cannot be previewed as a PDF and must be downloaded to view. To download a document you can simply select it, a popup will appear and you can save it to your desktop.

And that has been our simple guide to searching and viewing documents on Jomo247. Thanks for watching!

quality sampling tubes
Mentor Articles
Alyssa Parr
How to Manage Quality Sampling in Your Business

Many businesses implement quality sampling measures to meet the requirements of their customers or to obtain or maintain an accreditation such as ISO9001:2015. However, an effective quality sampling system can bring many other benefits to your business, such as increasing efficiency, reducing waste, improving customer satisfaction, and attracting new customers. Read on to find out more about how you can establish and maintain an effective quality sampling system for your business.

Read More »

Leave a Reply

small_c_popup.png

Our Innovative QMS Software

Enter your quality procedures and processes and tag them against your standards of choice to make audits quick and easy.

Jomo247 Mentor Platform

Do you need a management consultant? Our mentor platform promotes a range of experts with varied management skills. Register on the site to start communicating with our mentors and find the right fit for you.

Interested in becoming a mentor? Find out more here