Editing a Filing Task

To edit a filing task

  1. On the Navigation Tree, click Report Warehouse, then click Document Managementand select Filing Tasks.

  2. Do one of the following:

  • Click the name of the filing task you want to edit.

  • Select the filing task, by clicking anywhere on the row, and then click clip0003.

The Filing Task page appears. For details about how to change its items refer to Adding a Filing Task.

  1. Make the necessary changes.

The following tabs become available when you edit an existing filing task:

  • Pre Processing tab: Allows you to define the list of applications with appropriate parameters, which will be launched before carrying out the current task. For details, see Extra Processing page.

  • Index Defaults tab: Allows you to edit index default values for a filing task. For details, see Edit Index Defaults.

  • Post Processing tab: Allows you to define the list of applications with appropriate parameters, which will be launched after carrying out the current task. For details, see Extra Processing page.

  • Filing Results tab: Allows you to display the filing results, which are generated for the task where these results are available. For details, see Filing Results page.

  1. Click Save. The system saves the modified filing task to the database and displays the updated Filing Task page, if the operation is completed successfully.

 

 

 

 

 

 

 

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