Documents

Phoenix Connect allows users to attach documents on different pages.  Documents are grouped based on the pages they are uploaded to.

Note: Documents are embedded into the Phoenix Connect database and stored online.  (they are not 'linked' to locations on your computer or network)

Each Documents page allows users to:

• Add or remove files for the current group
• Download or email files for the current group
• The Opening and All pages will allow files from multiple groups to be emailed or downloaded.
• Document can contain a file, notes, or both.
• The attached file cannot be edited. To make changes, the files would have to be downloaded, edited, and then re-attached.
• Notes can be changed any time.

The Documents tab is present on the following pages:

Openings

• Opening
  Note: All documents associated with the opening are listed here
• Amendment Details
  (Openings - Summary - Amendments - Click on Amendment )
• SU Details
  (Openings - Standard Units - Click on SU name.)
• Activity
  (Openings - Activities - Click on Activity Name)
• Forest Cover
  (Openings - Forest Cover - Click on Stratum)
• Site Plan Builder
  (Openings - Administration - Site Plan Builder)

Users can also attach documents at the following pages:

• Assessments
  (Openings - Administration - Assessments)
• Referral/Permits
  (Openings - Administration - Referral/Permits)

Note: Most documentation pages will display the same fields, with the exception of Opening and All Documents, which will additionally display the Group and Source attributes.

Roads

• Road
  Note: All documents associated with the road are managed here

Add a Document

• Click the +Add button to display the Add Documents tool
• Click the +Add button
• Click the Add File button
• Navigate to the file/document you want to attach
• Select the file
• Select Open
• Click in the Note field to add a note then click OK
• Select Submit to save

Add Multiple Documents

• Click the +Add button to display the Add Documents tool
• Click the Multi-add Files button to add more than one file/document
• Navigate to the files/documents you want to attach
• Select the files using Ctrl or Shift + mouse click
• Select Open
• Click in the Note field for each file to add a note then click OK
  or,
• Select the Trashbin icon to remove a file from the list
• Select Submit to save
  
  or,
• Navigate to the files outside of Phoenix Connect
• Drag and drop them on top of the Multi-add Files button/area
• Select Submit to save

 Delete a Document

• Select the Trash bin icon on the far right beside each file to remove

Add a Note to a Document

• Click in any Note field
• Edit the content
  • Type/Delete data in the field
    or,
  • Select the Master Comment button to append or replace content.
• Click the Submit button to save

Reporting - All Documents

The All Documents page is in the Openings module and can be used to run quick queries across all openings based on the applied opening filter.

Note: For more details on filters see article: Opening Filters

Sort/Filter data on an ‘All’ page. For information on reporting grids see this Phoenix Connect Basics article: Reporting Grids

Data can also be sorted and filtered in Excel after downloading a report.  See the Adhoc Reports section of this article for details: Reporting