My Files
Each BPIMS user has their own file area to create, add and manipulate files. This is a list of all files that have been added by you but have not been put on the Project File. My Files can be accessed from the main 'login' menu or from the 'project' menu.
When there are 10 or more items to select from a list, the 'Filter by' box will display. 'How to use Filter By'
Navigation - from Login Menu
On the menu, click My Files.
Click
next to document in list, click Select
to go to the Project Home Page.
Note:
The Project's Home Page will display My Files list with the
next to document.
OR
Click Open
to open the document. Note:
The file download window will open. Click
Open on the
file download window. Note:
The file will open in its native format (eg. Word, Excel, pdf etc).
OR
Click Delete
to remove the document from My Files list. A
popup will display asking if you are sure you want to delete. Click
Yes or No. Note:
The document will be permanently removed from My Files list.
Navigation - from Project Home Menu
On the menu, click My Files.
Click
next to document in list.
Click one of the following buttons:
|
Open - opens the selected document using the standard file open dialogue. |
|
Properties - displays general document information including all document action items, who the document has been viewed by, all the related documents with the ability to add and/or remove related documents, displays keywords with the ability to add and/or remove keywords. |
|
Add - adds a new document to My Files from your PC. |
|
Replace - replaces a document with another document from your PC whilst retaining document filename, author, keywords & description. |
|
Move - moves a document from My Files list to Project File list and creates a state record. |
|
Delete - deletes a document from My Files list. |
Navigation Buttons & Screen Items