WebForms Inbox

All incoming documents are stored in the Inbox. Unread documents are displayed in bold. Documents that have been viewed are displayed in a non-bold font. Documents displaying the $image\New_Doc_Icon.jpg$ icon are unread. Documents displaying the $image\Viewed_Doc_Icon.jpg$ icon have been viewed.

Please watch the WebForms Navigation and Features training video for additional training.

The Inbox is organized into rows and columns. Rows include individual document records. Columns provide document information. Use the arrows to sort by column. See Sorting for more details.

NOTE: To view or hide columns, see Preferences.

Search by Document ID type in a document ID to search for a specific document. Click the $image\magnifying_glass.jpg$ magnifying glass or hit the Enter key to perform the search.

Definitions:

Status - Indicates the place of the document within the work cycle, such as Read, Unread, or Errored; sort arrows $image\Sorting_Icons.jpg$ allow for viewing documents by Status

Sender - The name of the trading partner that has sent the document; sort arrows $image\Sorting_Icons.jpg$ allow for viewing documents by trading partner

Type - Indicates the kind of document that is being viewed, such as purchase order or product forecast

ID - A unique number that has been assigned to the document; sort arrows $image\Sorting_Icons.jpg$ allow for viewing documents by ID number

NOTE: Should your trading partner use additional identification information that cannot be entirely displayed, such as a release number, that additional identification information can be displayed by using the mouse to "hover over" a particular ID. Should additional identification information be present, a small dialogue display window will appear as long as your cursor is over it.

Label - A user-created label used to identify or mark documents. See Labeling Documents for more details.

Date - Date and timestamp of when the document posted to your site; sort arrows allow for viewing documents by date

Next Steps - Allows for viewing a list of return documents to be completed for that particular document and trading partner

Use the toolbar at the bottom of the window to perform the following actions:

$image\Print_Icon.jpg$ Print the selected document(s)

Print labels and warehouse documents

Flag the selected document(s)

Archive the selected document(s)

$image\Accept_Icon.jpg$ Accept a PO Change

Mark the selected document(s) as read

To Open a Document

Click on either the $image\New_Doc_Icon.jpg$ icon or $image\Viewed_Doc_Icon.jpg$ icon under the Status column and the correlating document from that row will open in a secondary window.

In the Sender column, click on the trading partner name for the document that you want to open. The correlating document from that row will open in a secondary window.

To Perform an Action on Multiple Documents at One Time

Place a check mark in the box in the Status column of the document(s) that you want to view.

Choose an option from the Select an Action pick-list in the lower-left of the window (below the Status column). Learn more about the Select an Action menu in this training video.

NOTE: To use the Select an Action menu on multiple documents, each document must be on the same screen. Please see the Documents Per Page or the Search sections of this manual for more information on how to have all desired documents on the same screen.

Archive Documents

Archiving documents removes them from your inbox.

Learn how to archive a document by viewing this training video.

Select the document(s) you wish to archive.
Click the Archive button on the bottom tool bar.
You may also use the Select an Action drop-down menu and click Archive.

RELATED: Unarchive a document