Contents of the Files Administration Form

File Selection Filter Section

In this section, enter the search criteria for selecting the files that you want to view. You can leave fields blank.

Field	Description
Date Range	Enter a beginning and ending date range in these two fields. This is the date that the file was created.
Search Text	Enter text from the file's name.
User ID	To search for a file that was uploaded by a specific user, enter the ID of a `Vision` user. To search for files uploaded by any user, leave this field blank.
Application	From the drop-down list, select the application in which to search for files. Options are: AP Disbursement AP Invoice AP Voucher Client Contact Create Voucher from PO Credit Card Reconciliation Employee Equipment Expense Report Interactive Billing Lead Marketing Campaign Merge Template Opportunity Project Purchase Orders Purchase Requisitions Receiving Request for Price Quote Request for Price Quote - Suggested Vendors Units Units by Project Vendor Leave this field blank to search for files from all applications.
Refresh Files List	Click this button to return the search results for the criteria that you entered in the File Selection Filter section.

The files that match your search criteria display in this grid after you click the Refresh Files List button.

Field	Description
Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "`Drag a column header here to group by that column`," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.

Field

Description

Drop-Down

Click the drop-down arrow on a grid header to complete any of the following actions:

To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Field	Description
Application	This displays the `Vision` application from which the file was uploaded.
File Name	This field displays the file's name.
Description	This field displays the file's description.
User ID	This field displays the ID of the `Vision` user who uploaded the file.
Create Date	This field displays the date on which the file was created.