The Documents screen allows you to view the documents that have recently been uploaded or search for documents that have previously been uploaded.
You upload documents to EASY through other screens, such as the expenses claims input screen when attaching receipts.
The Recently Added Documents section shows documents that have been uploaded to the system recently.
The table below explains each field in turn.
|Reference||The system allocates a unique reference to each document whenever it is uploaded. By clicking on the reference link it will take you to the Document Information screen|
|Type||This gives the type of document, e.g. receipt, MOT etc.|
|Expires*||This shows the date when the document, such as insurance certificate, expires. Not all documents will have an expiry date.|
|Created*||This shows the date and time when the document was uploaded to EASY.|
|File Name||This shows the file name of the document. Where you have given the document a file name, e.g. mot15, this will be what is shown; otherwise the name given by EASY will be shown.|
|View Icon||Theicon is at the end of the row. By clicking on the icon, this will open a screen that shows the document image.|
Search for Document
The Find Document button can be used to search for documents that are not shown in the Recently Added Documents section.
After clicking on the Find Document button the search document screen will load providing a search field to find previously uploaded documents.