Log and Document Window Overview

Contents

Log Windows

Contract Management log windows contain all documents for that module and columns showing general information about each document. For detailed information, click the document icon to open the document’s information window in Edit mode. Click the title link to open the document in View mode.

A Layout drop-down list is at the top of each log window. Use this list to select a layout to apply to the log window.

Logs have split screen functionality, which allows you to divide logs into two sections that you can scroll through. Click the bar on the left of the log window to display the bar. You can click and drag the bar to display the columns you want, or move it all the way to the left to disable it.

Click Add Document to add a new document to the log.

Log Window Components

• Workspace: Click to return to the Control Center.
• Select an action: Click the arrow to open a drop-down list containing actions you can perform, including adding a new document, editing, printing, viewing or deleting the current document, generating documents, or sending the document to a user's inbox. The actions available will vary depending on the log or document window you are in.
• Find: Click to perform a search in that log window.
• Layout: Click to select a layout to apply to the log window.
• Add Document : Click to add a new document to a log window.
• Print : Click to print the default report for the log window.
• Print Preview : Click to preview the way a log report or document form will look when it is printed.
• Document icons:
  • : Click to open a high level priority document in Edit mode.
  • : Click to open a normal level priority document in Edit mode.
  • : Click to open a low level priority document in Edit mode.
  • : Click to open a high priority level document in View mode.
  • : Click to open a normal priority level document in View mode.
  • : Click to open a low priority level document in View mode.

Document Windows

Contract Management document windows, accessed from log windows, contain detailed information about your project. All document windows have been categorized into different tabs that contain different information. When a document is in Edit mode, you can make changes to it. When you switch between the View mode and Edit mode of a document, you will be automatically taken to the last tab you accessed in a document. You can add, view, or delete a document. Some document windows allow you to perform calculations or other functions.

Document windows in the Edit mode have the following options:

• Spelling: Click to spell check the document.
• Save: Click to save changes and close the window. The mode will change from Edit to View.
• Cancel: Click to close the window without saving any changes.