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Clicking on the User Name in the top right corner of the screen, results in the following drop-down menu options:
•Fax
•Sign Out As
Note: Click on any one of the above links to learn more about that section.
The Email feature is available to enable the user to review and search emails that have been sent.
This feature will only be accessible if the Enable Email Feature selection box in the settings is selected. Refer to System> Settings> Purchasing> Purchasing System> Enable Email Feature
Note: When accessing the Track Email screen, all emails for the current year and period will auto-populate and display in the grid. If necessary, perform an email search. For step by step instructions, refer to How to Search for an Email for more information on this process.
Click on any email displayed in the grid to get further details. The dialog box will display the subject, who the email was sent from and the body of the email.
Click on the Resend button to send out the email again, or click on the Close button to exit the email and return to the Track Email screen.
The Fax feature is available to enable the user to review and search faxes that have been sent.
This feature will only be accessible if the Enable Fax feature selection box in the settings is selected. Refer to System> Settings> Purchasing> Purchasing System> Enable Fax feature
Note: When accessing the Track Fax screen, all faxes for the current year and period will auto-populate and display in the grid. If necessary, perform a fax search. For step by step instructions How to Search for a Fax for more information on this process.
Click on the hyperlink for any fax in the Document Name column to get further details. A .pdf file will download (bottom left corner), click the file to view.
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Note: The options to Save (Download) and/or Print are available.
To resend a fax, in the Actions column of the grid, click on the Resend button for the corresponding fax.
For most users, the Account option will have no effect. For those users with access to the Security module, clicking on Account is a quick and easy way to access the security module to make changes to your own account only. To modify any other account, the security module will need to be accessed by the usual means (System> Security> User Management).
For users with access to the Security module, use the Edit User screen to make the required changes to your own account.
The Account option has three sections that can be edited:
•User Information
•User Type
•Security Access
Note: Refer to the User Management submodule for more information.
The Sign Out As option will only be visible when a user is signed in as another user. Otherwise, this will not show in the User Account menu. The User Name will show the other user one is signed in as. Click the Sign Out As option to sign out as the different user and be automatically signed back in as one's self. The User Name will then change from the Signed in as user back to ones user name.
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The Sign in As feature can be found in System> Security> User Management. Refer to How to Sign in as Another User for more information on this process.
Refer to Signing Out for more information on this section.