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Introduction
SCView offers a tailored search functionality within the Search tab, allowing users to access and manipulate documents based on their specific permissions. This feature is designed to streamline document management tasks such as printing and downloading directly from the search interface.
A. Problem Statement
Users may encounter difficulties with the Search functionality in SCView, including limited search options due to permissions, restrictive search criteria, and complications in executing batch printing or individual document processing. This can lead to inefficiencies and frustration, particularly when unable to find or manage documents as needed.
B. Solution
To improve the functionality and user experience of the SCView search tab, the platform should offer more intuitive search criteria, enhance user permissions flexibility, and provide clearer instructions for document management processes such as printing and downloading. Additionally, system administrators should regularly review and adjust user permissions to align with the current needs of the organization.
When logged into SCView and looking at the Search tab in the top menu bar, each user's view will be slightly different depending on their permissions.
If you don't have the option to search, please contact your system administrator for permission.
Search Criteria
Located at the top left will be the primary search fields. Selecting a document type (1) will update the fields that are available to search by. Many searches are based off of a "starts with" criteria, which means if you are searching for Captain America, you would not be able to search for America in the name box and locate this record. Special changes need to be made to a document to widen the search criteria.
From your search results select the document you want to download or print.
1. Double click on the selected document (1) to display the document.
2. Right click on the document in the Document Pane (2).
3. Select print (3) from the menu.
4. Make the appropriate selections for the print (Selected Page, All Pages or Page Range) and click OK.
5. You will receive a notification in the top right corner that it is preparing to print. once ready you will receive a Print file ready dialog box with the option to select Download or Open.
6. Download will download a .pdf to your machine and Open will open the documents in your .pdf viewer and allow you to use it to print the files.
NOTE: You can print multiple files by either holding Ctrl while selecting and clicking on each file, this allows you to select multiple files that are not adjacent to each other, or selecting the top file you want and holding Shift then click the last file this it will select everything in between.
7. Right click on the selection and select Batch Print from the menu. You will then receive the preparing to print notification the same as in step 5 above.
C. Best Practices
- Regular Permission Audits: System administrators should perform routine checks to ensure all users have appropriate search permissions.
- User Training: Regular training sessions should be conducted to help users utilize advanced search functions and document management features effectively.
D. Troubleshooting
- Limited Search Functionality: If unable to search as expected, check your permissions with the system administrator to ensure access to necessary document types.
- Issues with Printing or Downloading: If the document does not print or download correctly, ensure that pop-ups are not blocked in your browser settings and check your internet connection.
- Batch Printing Problems: For issues related to batch printing, confirm the selection of documents is correct and retry the operation. If the system struggles with large batch sizes, try reducing the number of documents processed at once.
E. Related Articles
Search - Adding a Signature/Annotations to Documents
Search: Paste Document to a New Document
Search: OCR Search Functionality
Conclusion
The search functionality in SCView is a critical component for efficient document management. By adhering to best practices and effectively troubleshooting common issues, users can enhance their productivity and make full use of the document management capabilities. Continuous improvement in system settings and user support will ensure that SCView remains a robust tool for organizational document management.