Documents Search Screen

To display all Documents linked to a Person ID, click Search or use the following search criteria to narrow the search.

Document Search Criteria

• Document Category –use the drop-down to make a selection

• Document Type – click in the box to scroll and make a selection

• Document Name – enter the name of the document if known

• Date Uploaded From and To – enter the dates manually or use the calendar icon

• Click Search

Note:  Select and Delete buttons will display if any documents were previously uploaded.

Document Search Results Columns can be filtered using the in the column header.

• Document Category

• Document Type

• Document Name (if entered when added)

Note:  If document name appears as ***Restricted Document*** the Viewer does not have the access/security to see these types of documents.  

• Upload Date

• Uploaded By

Select- click on row to view a previously uploaded document.  Certain fields can be modified here.

Add Document - Documents of various file extensions can be uploaded into TFACTS.

• Click Add Document

Delete – A single document can be deleted from a specific person.  It will not delete documents from other persons even if the document was linked to an event.  Deletions of Event documents must be performed under the Event itself.

• Follow the Document Search process

• Search Results returned

• Click on the row of the item to be deleted so it is highlighted

• Click Delete

• A popup window appears verifying the record is to be deleted

• Click Ok

• Document Search Criteria screen will display again

• Click Search and verify the document is no longer visible

Knowledge Base...

Document Storage Basics - once loaded to KB

Document Reference Table - once loaded to KB

[cf06_s01] (revised May 2018)