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

  1. Open the Document Export window.
  2. In the header, search or populate to find the relevant document category.
  3. In the table, right-click an export you inspect and click Details. The Export Details window will appear.
  4. 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.
  5. You can complete following actions:
  6. Save the changes.