Modify Export Documents
Explanation
This activity is used to manually add or remove documents from an export. The
Export Details window is an excellent tool to inspect how the
export has been generated, but it also allows to make changes if necessary.
This, however, is not advised and should be avoided. In case of export errors
you can also use it to view for which employee a document could not be created.
Prerequisites
In order to perform this activity, an export has to be generated and in the
Prepared state.
System Effects
As a result of this activity, the export will be modified.
Window
Document Export
Related Window Descriptions
Document Export,
Export Details
Procedure
- Open the Document Export window.
- In the header, search or populate to find the relevant document
category.
- In the table, right-click an export you inspect and click Details.
The Export Details window will appear.
- On the Details tab, you can see employees for which
respective documents were generated. In the Status field, you can see
status of the documents. If there were some errors during an export, you
will see a different document status. The Error Text field will
contain available details of why the generation failed.
- You can complete following actions:
- Deleting a document from the table will remove it from future
exports
- Adding a document will cause it to appear in future exports
- Save the changes.