Metis Smart Modeling - Documents
From Metis Documentation
(→Assigning Documents to Versions) |
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Clicking on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Document''' window. Documents are listed in the table below organized by their name in the '''Designation''' field or by the date they were added in the '''Date''' field. | Clicking on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Document''' window. Documents are listed in the table below organized by their name in the '''Designation''' field or by the date they were added in the '''Date''' field. | ||
| - | The user must first choose between '''Offer Level''' and '''System Level''' by selecting the appropriate radio button. If the user chooses the Offer level, then the document will be available to all offers found in Smart Quotes and refer to the content of the offer altogether. For the system level, once the radio button has been ticked, a list of all the systems found in Metis will be presented in another table below. The user can then select the desired systems which will have access to the document by ticking the appropriate check-boxes. Documents linked to system will be available in Metis Smart Quotes for the selected system(s) and refer only to the content of the occurrence of a system. Then the user must select the type of document from the '''Document Type''' | + | The user must first choose between '''Offer Level''' and '''System Level''' by selecting the appropriate radio button. If the user chooses the Offer level, then the document will be available to all offers found in Smart Quotes and refer to the content of the offer altogether. For the system level, once the radio button has been ticked, a list of all the systems found in Metis will be presented in another table below. The user can then select the desired systems which will have access to the document by ticking the appropriate check-boxes. Documents linked to system will be available in Metis Smart Quotes for the selected system(s) and refer only to the content of the occurrence of a system. Then the user must select the type of document from the '''Document Type''' drop-down list. |
In the table below the user must enter the name of the document in the '''Document Name''' field for each of the available languages then select the document file by clicking on the icon to the right of the '''File Name''' field. | In the table below the user must enter the name of the document in the '''Document Name''' field for each of the available languages then select the document file by clicking on the icon to the right of the '''File Name''' field. | ||
When clicking on this icon, another '''Document''' window opens with the '''Add''', '''Delete''' and '''Edit''' action buttons and a list of previously added documents along with the date each document was added on in the column to the right. | When clicking on this icon, another '''Document''' window opens with the '''Add''', '''Delete''' and '''Edit''' action buttons and a list of previously added documents along with the date each document was added on in the column to the right. | ||
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| + | === Removing a document === | ||
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| + | Selecting a document and clicking the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] prompts the user with a confirmation message on whether or not they want to really delete the document. Multiple documents can be selected and deleted together. When deleting a document, the following pop-up window appears | ||
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| + | [Screen shot of the delete document window] | ||
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| + | The user must confirm the message before the document can be deleted. | ||
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| + | == Editing an linked document === | ||
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| + | The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of the document. | ||
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| + | Selecting a document and clicking on the button opens the '''Document''' window. The user may then edit the document name, type, file associated as well as the systems linked to the document if the document is from the system level. | ||
== Preparing documents == | == Preparing documents == | ||