File overview

Information

With this function, you create an overview of the files in the selected group of the filing plan.

File overview

Method

1. Select the group you want to create a report for.

2. On the Public Sector tab, click File overview.

3. In the Select template dialog box, select the desired template.

You have the following options:

  • File overview: The file overview contains the name of the selected group as well as the file references and the names of the files.
  • File overview with filing department: The file overview contains the name of the selected group as well as the file references and the names of the files. It also contains additional information on the files.

4. In the Generate report dialog box, select a location where you want to file the report.

Result

The report is filed as a PDF at the selected target position.

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