Support Support Overview Product Demos Support Options FAQs
eReview Frequently Asked Questions

eReview

File Search

File Upload

Options

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eReview

File Search

Q: How do I search a file?
A: On the File Search module, select the search criteria you prefer. Provide the required information and click the Search icon to search for file categorized under the terms you specified. The searched results are shown under the File list tab.

Q: How do I view indexing information of a file?
A: From the File List tab, select the file for which the indexing information needs to be viewed. Select the File Info tab and view the indexing information.

Q: How do I view associated categorie(s) with a file?
A: From the File List tab, select the file to view categorie(s) associated with it. Select the Category Info tab to view categorie(s) information for the selected file.

Q: How do I categorize a file?
A: From the File List tab, select the file that you want to categorize. Click the Categorize button and follow the instruction wizard to categorize a file.

Q: How do I uncategorize a file?
A: You must perform a search using Category search criteria and make sure only one category is used in search criteria. The search results are shown under the File List tab. From the File List, select the file that you want to uncategorize. Click the Uncategorize button and follow the instruction wizard to uncategorize a file.

Q: How do I move a document?
A: Select the file from the File List tab, to open it. The file opens under File tab. Click the Move File icon on the toolbar to move the file.

Q: How do I move multiple files?
A: Select the files you want to move from the File List tab and click the Move button.

Q: How do I delete a file?
A: Select the file from the File List tab, to open it. The file opens under Image tab. Click the Delete file icon on the toolbar to delete the file.

Q: How do I delete multiple files?
A: Select the files you want to delete, from the File List tab and click the Delete button.

Q: How do I print a file?
A: Select the file from the File List tab, to open it. The file opens under Image tab. Click the Print icon on the toolbar to print the file.

Q: How do I print multiple files?
A: Select the files you want to print, from the File List tab and click the Print button.

Q: How do I email a file?
A: Select the file from the File List tab, to open it. The file opens under Image tab. Click the Send email icon on the toolbar to email the file.

Q: How do I view file attachment(s)?
A: Select the file with attachment(s) from the File List tab, to open it. The file opens under File tab. Click the View Original icon. Attachment is shown as a link in the file. Click the attachment to open in a separate window.

Q: How do I download a file?
A: Select the file from the File List tab, to open it. The file opens under File tab. Click the Download button and save the file on your system. Attachment(s) associated with the file, are downloaded with the file.

Q: How do I add a category?
A: Select the Category tab. Select the cabinet/subfolder against you want to add a category. Click Add Category button. Enter the category information and click the Update button.

Q: How do I edit/rename category?
A: Select the Category tab. Select the cabinet/subfolder against you want to edit/rename a category. Click edit link. Change existing information and click Update button.

Q: How do I change the screen layout?
A: Different layout formats exist on the upper-right corner of the screen. You can select the layout you want to use, simply by clicking it. An Active layout is represented by a colored icon whereas the remaining inactive layouts are grayed out.


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File Upload

Q: How do I upload a file in a cabinet/subfolder?
A: On the File Upload module, select the cabinet/subfolder where you want to upload files. Click Browse button and select the files to upload. Click Add File button and the files will be uploaded in the selected cabinet/subfolder.

Options

Q: How do I view files in eReview?
A: On the Option module, select the Downloads tab. Click the download link against FileControl File Review to download. When the download is complete, install it.


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