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Upon accessing Electronic File Management, the File List tab will display. This tab will show all files linked to the account.

 

This display will show the date the file was attached to the account, the description of the file, the type of file that was linked or how the file was placed on the account, date the comment was placed on the file, the audit log date, batch number, document origin and if the file is inactive or not. The file will be highlighted in red if it was moved or deleted from the account. In this case, the inactive column will display “Moved” or “Deleted”.

 

There are three viewing options available on the File List tab:

 

•Active: The software will default to this option and will show all files that have not been deleted or moved on the account.

 

•Deleted: This option will only display files that have been deleted or moved on the account.

 

•All Images: This option will display all active, deleted or moved files on the account.

 

NOTE: The Deleted and All Images options will only be accessible if "Allow Changing Scanned Docs" is set to Y on page 2 of Employee Security. If it is set to N, the Deleted and All Images options will display as grayed out on the screen.