User Interface

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Purpose

To learn more about the user interface of the FileitSuite application.

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Overview

Once you have logged on to FileitSuite, you will see the home page:

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FileitSuite home page


This section discusses the items that are displayed on all FileitSuite web pages once you have successfully logged on.

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User Information

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User Information bar


Name, Date, and Time
Your first and last name, the current date, and the current time are displayed in the upper right part of the FileitSuite window.

MY PROFILE Button
Clicking on this button will display a page that allows you to view and/or update your personal information.

LOGOUT Button
This is a button that allows you to log out of FileitSuite at anytime.

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Pending Process List

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Pending Process list


This gray box lists the number of documents that have already been scanned into FileitSuite and are waiting to be processed. This means that the documents are waiting to be reviewed and stored in FileitSuite with specified information such as a date and a purchase order number. As documents are scanned into FileitSuite or processed, the “documents pending” count is automatically updated.

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Navigation Bar

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Navigation Bar


The navigation bar is the main menu selection bar which is always displayed, no matter what page within FileitSuite you are viewing. What menu selections you see depends on what access privileges you have. As Administrator, you have access to everything. The menu selection bar will look like the following:

Administration – If you have administrator privileges, you will be allowed to make selections from this menu in order to update and maintain the functionality of FileitSuite. If you do not have Administrator privileges, this menu selection will not be displayed.

Process Documents – If you have processing privileges, this menu selection will display a page from which you can select a document group, and the documents that have been scanned for that document group. These documents are waiting to be processed, in other words reviewed and stored, in FileitSuite. If you do not have processing privileges, this menu will not be displayed.

Upload Documents – If you have processing privileges, this menu selection will display a page from which you can select a document group and a document name to upload. The document you specify is one that is on your computer as opposed to scanned into FileitSuite. If you do not have processing privileges, this menu will not be displayed.

Search for Documents – This menu selection will display a page from which you can specify certain parameters for the documents you wish to search for within FileitSuite. This is the default view when you successfully log on to FileitSuite.

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File Path

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File Path


The file path is displayed directly below the main menu selection bar. Each time you make a menu selection, the file path will be updated to display where you are within FileitSuite. For example, when you first log on to FileitSuite, the file path will say: Home >> Search for Documents

If you choose to process a document that is pending, the file path will be updated to display: Home>> Process Documents>>Process Document Details.

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Helpful Links

Once logged on to FileitSuite, several links are provided for your convenience:

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Helpful Links


FileitSuite Logo – The FileitSuite logo at the top left corner of the FileitSuite window can be clicked on at any time to display the home page of FileitSuite. Help – Click on this link to bring up another browser window that will display the FileitSuite Help Wiki. This area provides helpful resources and documentation regarding the FileitSuite application.

Feedback – If you have any feedback regarding the FileitSuite application – for example, features that you would like to see – click on this link and a screen will come up where you can e-mail us with your comments or suggestions.

Matrixwebs – Click on this link for more information on our company, Matrixwebs.