EXPEDIENT SOFTWARE

Going beyond software performance.

Release 16/12/20 – – (GBC) Forwarding/Customs – Documents tab – Import Job and Documents pop ups – Preview emails, attachments and PDFs

This release provides an update to the Documents tab for Expedient on the Web

  • Import Job Registration Documents tab
  • AU Suppliers Invoice Job Docs toolbar button
  • NZ Suppliers Invoice Job Docs toolbar button
  • AU Import Declaration Nature 10/20 Documents toolbar button
  • NZ Import Declaration Job Documents toolbar button

This update includes the following changes

  • Document Previews
  • View of email attachments
  • Streamlining of columns in documents table and required documents table

Document Previews

A new right hand panel has been added and will show a preview of PDFs and emails listed in the documents table.  Click through the documents to see the previews

The preview panel can be resized using the left vertical border of the preview panel

You can set Expedient to either show or hide document previews when you view the documents tab by using the tickbox .  Expedient will remember the setting when you next open the documents tab

If the selected PDF is too large to view, you will see an error 

If the file is not in a format supported by the preview window, you will see an error 

View of email attachments

The documents tab will now indicate if there are attachments to the .msg or .eml file listed in the documents tab

Click on the  arrow next to the Document Code to view information on the attachments.  If there is no arrow, there are no attachments to the email.  A preview of the email, and PDFs attached to the emails will appear in the preview panel on the right

Streamlining of columns in documents table and required documents table

This update includes a change to the columns in the Documents table and in the Required Documents table that will appear by default, and that can be selected to be hidden.  This provides more room for the document preview panel

Documents

The following columns can be selected to show or hide using right click on the table heading

  • System Generated
  • Archived
  • Last Modified By
  • Last Modified Date
  • Public/Private
  • Comments

The following columns are now hidden by default

  • Archived
  • System Generated
  • Filepath
  • Size
  • Username
  • Last Modified By

Required Documents

The following columns can be selected to show or hide using right click on the table heading

  • Comments
  • User
  • Responsible Party
Updated: January 12, 2021 — 12:24 am
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