View Documents Summary

1. Click Menu () and then click Operations.
2. Click Documents ().

   

   Note: Some documents may have multiple versions associated to them, if a document has versions, a version badge is shown next to the document number. No version badge is shown if the document does not have any associated version.

   For example, Purchase Order document has multiple versions with a version badge showing the most recent version number.

3. To view document details:
   • Click any document number from the Documents column.
   • Click () icon to select any of the below option to view:
     • Business Flow for which this document is associated to.
     • Documents to view document details, list of attachments, or versions.
     • Trace to trace the document in its associated business flow instance.