Main Menu – Toolbar

Main Menu – Toolbar

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_image admin_label=”Toolbar Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/toolbar.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]   This is the Main Menu, or Toolbar. The most frequently used functions of BMIWeb have been placed here. On this page you can click on any image to view a larger version. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Documents.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”on” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid” hover_icon=”%%51%%”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Documents – Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] This is the Documents Navigation control. Click LEFT to go to the PREVIOUS document. Click RIGHT … Continued
Advanced Menu Options

Advanced Menu Options

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Advanced-menu.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”on” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid” hover_icon=”%%51%%”] [/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Advanced-menu1.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Intro” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Advanced Menu options can be accessed by Clicking this icon in the top right corner of the window (also known as a Hamburger Menu). [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Advanced-menu2.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”All the Options” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Many of the Advanced Menu Options are only … Continued
Basic Search

Basic Search

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Capture-3.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] To perform a basic search there are 2 main steps 1 – Enter your search criteria by filling any of the index fields on the left hand side. Or any combination of index fields. 2 – Choose to retrieve all documents or a list of all the documents (by default the enter key will pull up a list of documents)    – View: Opens all documents based on your search criteria  – Picklist: Brings up a … Continued
Using the Picklist

Using the Picklist

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] This is the Picklist View from here you can select which documents to view. The picklist is proceeded by a search so if your picklist is empty do a search first. 1 – Select which documents to view 2 – Click on the checkbox or just the line of each document you want to view 3 – Click the View or Window Button to open the documents [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/View.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”right” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” … Continued
Request Documents

Request Documents

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_image admin_label=”Document Upload Request Main Page” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Doc-Upload.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”on” hover_icon=”%%51%%” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row admin_label=”row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/received-no.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] When starting a document upload request, you will notice it filters out all items on the checklist that have been received (this is done by default). You will see “No” on the left column, under received. [/et_pb_text][/et_pb_column][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Filters.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” … Continued
Edit List

Edit List

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] To edit a list, click the Edit List button on the checklist page. This will open the Edit View as seen below: From here you have 3 options… [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Add Item To add an item to the checklist, click the Add Item Button as displayed above. You will see the Add Item dialog box. Choose the Details for the item you want to add and click Add. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Edit or Delete Item To edit an … Continued