Manual:Basics: Difference between revisions
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====<p style="color:Gray">[[File:Filter.png]] Filter</p>==== | ====<p style="color:Gray">[[File:Filter.png]] Filter</p>==== | ||
: | : Allows the records to be filtered by any standard field on the current screen.<br> | ||
====<p style="color:Gray">[[File:FilterPresets.png]] Filter Presets</p>==== | ====<p style="color:Gray">[[File:FilterPresets.png]] Filter Presets</p>==== | ||
: | : To the right of the Filter icon allows the use of saved Filters or removes the current filter to display all records.<br> | ||
====<p style="color:Gray">[[File:CaptureImage.png]] Capture Image</p>==== | ====<p style="color:Gray">[[File:CaptureImage.png]] Capture Image</p>==== | ||
: | : Allows for document scanning with an attached compatible scanner/capture device. Document is scanned, added to the Documents Table and a relationship is automatically created between the current record and the document scanned.<br> | ||
====<p style="color:Gray">[[File:AttachFile.png]] Attach File</p>==== | ====<p style="color:Gray">[[File:AttachFile.png]] Attach File</p>==== | ||
: | : Allows for a file to be selected from a location on your computer (network drive, local drive, etc.) and attached to the current record. Again, the document is added to the Documents Table, a relationship is automatically created between the current record and the document/file attached. Note: this creates a copy of the file and does not remove the file from its original location.<br> | ||
====<p style="color:Gray">[[File:OtherActions.png]] Other Actions</p>==== | ====<p style="color:Gray">[[File:OtherActions.png]] Other Actions</p>==== | ||
: | : Allows access to several other actions available if definitions have been created.<br> | ||
====<p style="color:Gray">[[File:Notifications.png]] Notifications</p>==== | ====<p style="color:Gray">[[File:Notifications.png]] Notifications</p>==== | ||
: When green, there are unviewed notifications for the user logged in (not specific to the current record on the screen). Notifications are generated by Document Flow Rules created in the system to notify users when a record has been added, changed, or a note added to a record related to the user. | : When green, there are unviewed notifications for the user logged in (not specific to the current record on the screen). Notifications are generated by Document Flow Rules created in the system to notify users when a record has been added, changed, or a note added to a record related to the user. | ||
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: allows a user to do a global search. The Search Results returned indicate which tables the string of data appears. | : allows a user to do a global search. The Search Results returned indicate which tables the string of data appears. | ||
====<p style="color:Gray">[[File:Pin.png]] Pin</p>==== | ====<p style="color:Gray">[[File:Pin.png]] Pin</p>==== | ||
: | : Allows a user to pin a screen without opening another instance of Epiphany. The pinned screen will stay open as you open/navigate to other screens. It will stay open until either the pinned screen is closed or the user exits Epiphany. | ||
===Relationships Bar=== | ===Relationships Bar=== | ||