EDC ctiveWeb Basic User Guide
Contents
1. number of new boxes for pickups return to Records Centre To add items to the order click on B Inventory Returns Pickups Number of items Option 4 Box returns or retrievals from Formfile using Work list Assuming boxes are already in the EDC system D ActveWeb 5 70 20 DEMOOOL Demo Company 9 os 4 Mpe gt e t form de comau et mt 3 Inventory W My Cart l e Ciecubetion E orsposas hd E raben C neport amp Configuration 7 5 Options Help Quit wii S 1 Add the boxes or files to work list by clicking on work list WOAMS mon option You can repeat this for m boxes you like to add to your work list FINANCE FINANCIAL PF 3 Select work list button if you would Atte Lae lzi zaar like to submit your order from the work list then select add all to order Go to My Cart tab it will show all boxes or 2 Select work list from the drop Warlable down All boxes and files which Lotation ee a Shel have been added to work list will be shown on the result files you have submitted through work section list if it is returning to Formfile please check return box Please Note This document are basic guide and it does not provide full features of EDCWEB Page 7 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS 2 File retrieval in EDC ActiveWeb from Formfile2. Option 1 New File retrieval for which there are no record in the EDC ActiveWeb Search for the box number that contains the files preseesereeseseseeey 2 Click the file folder you want to rt A coniurton jl Iii retrieve qa INNIY Box Number Enter a search criteria to begin Hide Search Results Show Advanced Search 3 Once the files appear on the list click on gt l i the shopping cart to retrieve the files from Formfile If the file is not listed you will need to enter the related information Add to order to order as shown below then click LAddte order to retrieve the file Keywords K Tina IMAGE BOX 1 Description Status SUGA EC 19 10 2010 Ul History Files 1 not withdrawn O withdrawn SLF Box Number IMAGE BOX 2 Description Status Description File Number Status SUG AEC 19 10 2010 Oaa Sn IMAGE BOX 3 Recipient Demo John re Permanently Out o Permanently Out Fj Status IN O o ooo O Aa Ee 19 10 2010 Add to order Add to order Box A dh 1 6 search results All d File Number File Description File Field 1 ES Rotation Schedule Please Note This document are basic guide and it does not provide full features of EDCWEB File
3. file waiting to be create in the EDC system Please Note This document are basic guide and it does not provide full features of EDCWEB Page 10
4. option Return option if you would like to return the selected box to Formfile Currently box 00001 is OUT which mean you have the box at your location When you wish to return the box to Formfile you are required to check under Return option Please Note This document are basic guide and it does not provide full features of EDCWEB Page 6 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS Option 2 Box numbers already appear in EDC system for Retrieval Re lodgement and new lodgement TI here 5 70 20 68 DERADOON Chess Compete Wiuhown IAA Explane E alJ fal rez a aor forte cerra mir t 2 i Liwribery W Hy Cart Ciuha E cispra e m atrin Sl seperti 4 Crale E opticns upon 1 My Cart Tab select Batch Addition ee ene ae ak Eas and enter box numbers that you will like Erion Piru to order Please check Return option E seeding frecycting if you will like to return the boxes to the Formfile The Batch Addition does not show detailed box information and you tine nems esih aditition can manually enter the box number or copy and paste from other programs such as MS Word or MS Excel or Text Option 3 For new lodgement Box returns to Formfile Records Centre Assuming boxes are already in the EDC system or Formfile can do the data entry for you on arrival Ea rencb nan fm 1 My Cart tab enter total A Home l a Invento
5. Field 1 Recipient Demo John File Description Page 8 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS Option 2 New File retrieval for which there are records in the EDC ActiveWeb GE Anse LPO OLGO Deen Compay Wadan br a mip oleracea 1 Inventory Tab select Search Option 2 Please enter search criteria 3 Please select Shopping Cart to retrieve or returned the file EDC ActiveWeb Report 1 Select Report This provides you with a comprehensive report of all boxes files order items and delivery slips scanned image D Actree Web 70 20 DEMOO0 Deno Company Windows Inviemet Explorer al mete Sorrel te cem se a lnventory W My Cart Ex Circulation Disposal gt BB i abeh El repor G Coaliguratioa E options 1 Report Tab select Type of report E 2 Default standard template pona will be available to customer ie Customise template can be created by notifying Formfile Record centre Type Box report moplate Stan tar4 3 Please select or not select the Report fields Selected report fields will appeared as column information 4 Please select Sort by option for different sorting criteria 6 Please select Output format option for different output types 5 Please select Filter on option for differ
6. LD Formfile THE DOCUMENT LIFE CYCLE SPECIALISTS EDC ActiveWeb Basic User Guide Prepared by Caroline Chew IT Business Consultant Formfile Records Management Group GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS EDC ActiveWeb Login 1 Please open Internet Explorer on the Address bar please go to www formfile com au 2 Select EDC ActiveWeb login from the bottom of the homepage Please click on Help Centre link on the homepage if further assistance required the lifecycle starts with the aeaio of a paper or digital docume 1 Enter Formfile website address www formfile com au Formfile the document lifecycle specialists Foretle s peor of eqpenence an the Infonmohor Monogereent Held hos evhobedbed in os the document Mecycle ypecenlists We can hep poe risie Ge mategeren opel Fal wi produce couch A Einna sic ee epee me ary ri P wee Pee pie ange Po im ped atiii Aar i 2 Select EDC ActiveWeb login Forme has enified ihe Bye sages of the forrie Doeymen dcp p is a iy Comake he Bcc riy Eh Fay ore 3 pay a papm oF in iuar Eig formie Dona ey Pee E kpa drumetii se riie ird ihrer te reeset 0 Sol yaaa EEE EE AEEA Latest News Ai 2 i kaop Sah BG ceed mag Par ie Gongin oer boys ape A ape ad ee Ge be beeen begad Pes i ESEE EAEE REER ee u jsir uisaa Gorn Auta mas kpina Deap watts i 3 Please select meme l Help Centre for Flore ci
7. ent filter criteria Please Note This document are basic guide and it does not provide full features of EDCWEB Page 9 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS EDC ActiveWeb Add new files 1 Select Inventory to add new files within the box Option 1 New File retrieval for which there are no record in the EDC ActiveWeb Select Add file to add new file information toa box Active Wet 5 70 20 DEMOOO Demo Company Windows Internet Explorer _ 2 fa tep fortie comeu e n Inventory W My Cart Circulation Disposal a Heport G Contiguration ES options Quat ve panan 2 Please checked PRE ADD Please checked PRE ADD 3 Please add information regarding the file Please note that highlighted in red are mandatory fields which must be entered But Disposal Vatioble section can be left as default The Location Box section is important this consist of box number with 5 digits where the file belong to the box Example 00001 4 Additional notes added for File information ED keywords Add to the Label Print st add ba mork lie After the addition Display the created iter 5 Select Display the created item or from After the addition to view the file created Select Create another item if you have other new
8. esults on the left bottom or right depending on the setting on the Options Tab Page 4 Formfile THE DOCUMENT LIFE CYCLE SPECIALISTS EDC ActiveWeb My Cart 1 Select My Cart This will show all orders and additional items or services from Formfile 1 To return boxes or files to Formfile please check Return option E hinein PLI G Dood Dema Company indera indama lapion o i Bipi ter vu E Ar T chin ft BE H T ieventory H My Cart e Cimmtatioa BS picpocal E rates E anspor A Coniiquration E Cpticans 2 Please select Returns Pickups Py Cart option for new lodgement of boxes GENERAL DETAMS ONLY A Pickups to be sent to Formfile El tine mems ET hatch Eai 3 Please select Delivery Shredding recycling option is for bin changeover or collection 4 Please select Line Items option for all products offered to customer provided through EDC ActiveWeb Client such as flat pack archive boxes or labels 5 Please select Batch additions option for a list of boxes to be retrieved or returned by keying the box number such as listed below Please check Return for boxes or 6 The Delivery section you can files to be returned to Formfile select Delivery Type Address and Special Instruction For the priority 00001 lt enter gt deli
9. ree Aii in login further assistance hag Cars omc B tas iLi EN p a Avera pe Poe Pi nv a Une The EDC Client Web login page will then be shown below Please enter Customer Key Login Name and Password fa hitri hie udi s N P _ F ivoni s ia Cis Chichi S81 Ger ibaa E hevet G Formfile THE DOCUMENT LIFE CYCLE SPECHALISTS Customer Kay Legin Name Password Aemember E Change Possworl Herel Hues ereerel 3 Enter Password GP Internet Please Note This document are basic guide and it does not provide full features of EDCWEB Page 2 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS EDC ActiveWeb Home 1 After successful login into EDC Client Web the following page will be shown below ee tenemos 5 a Inventory W My Cant je Circutation Disposal a Report Configuration E options FFRM ActiveWeb 5 70 20 Welcome to Formfile The Document Lifecycle Specialists EDC ActiveFile Web Please visit Formiite Websites Heto Centre for further assistance Please navigate using ory ihe buttons Inia and icons on the pages themseives re securty you may mot use the back of forward buttons on your browser t Is Please Note This document are basic guide and it does not provide full features of EDCWEB Page 3 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS C ActiveWeb Inventor a https formfile com au Inventor
10. very type you will need to call Customer Service on 03 9575 6622 or 03 9575 6666 to confirm 00002 lt enter gt 00003 Please Note This document are basic guide and it does not provide full features of EDCWEB Page 5 GFormfile THE DOCUMENT LIFE CYCLE SPECIALISTS EDC ActiveWeb Retrieval Re lodgement and New lodgement 1 Retrieval Re lodgement and New lodgement of boxes There are 3 options you can utilise for ordering boxes or files a For new lodgement of boxes where Formfile never had the boxes before customer required to order the new barcodes labels to be put on their boxes When this happens the EDC system will automatically generate a new box number continue from the last box number if any The box number will appear in the EDC system as PRE ADD status After customers apply the barcode on the boxes more information can be enter by searching on the boxes or files from Inventory b For retrieval and returned of boxes or files customer can follow the following options Option 1 Box numbers already appear in EDC system for Retrieval Re lodgement and New lodgement 1 Inventory Tab enter search pa hetpa formide com aus criteria depending on Search Option 2 Inventory tab select Shopping Cart icon to order Type PERM DO NOT DESTROY EB Aeeettes 390 0 OLOO Orme Compony WEES EEE ey O sipi z a mpa forfa comsu 3 My Cart tab select this
11. y tab will show all boxes and files belong to your company There are different options listed as below No ae 1 Select the drop down for different searches fit B Inventory My Cart circu ation Fal Text Search MULIE a search iriran option available for you to search your boxes or ation Import data files a 2 Enter your Search criteria in this vV GENERAL section Search criteria depend on the search option from previous FINANCE FINANCI step you have chosen Variable 3 For further refine or filter searches options available on boxes or files please select searches option drop down listed box number or file number Then select Show Advanced Search option When a search criteria is entered on advanced search filter active flag in red Please Note This document are basic guide and it does not provide full features of EDCWEB message will be shown Please click x to disable the advanced search Then you will be able to use the other search options or it will return no records found 5 Select shopping cart icon to order a due to active filters box To order all boxes from the search result select Shopping cart icon with all 4 Select Show Search Results this will show all search r
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