eDDS Mac User Help

Macintosh Users' Instructions for the eDocument Distribution System
  • Requesting Access to eDDS
  • Install a Supported Browser
  • Install and Configure a Report Viewer
  • Accessing the eDDS Web Site
  • Configure Your Options
  • Getting Your Reports

    Install and Configure a Report Viewer:

    Microsoft Word
    If you have not installed Microsoft Word, please ask your local tech support person to help you install it.
    Note:
    TextPad is not available for the Macintosh platform.

    • Launch Word, go to "File. " Choose "Open. . . "
    • Navigate until you see the report that was selected and downloaded from eDDS. Highlight this and hit the 'return' or 'enter' button.
    • At this point you can view, edit, print or search within the report. You may want to adjust the font size or margins as needed.
    • When printing, it is suggested that you set the print font to courier new/regular/8/landscape. You may later adjust the font size up or down as needed.
    Accessing the eDDS Web Site:

    Launch your Web browser and navigate to the eDDS site. From there, enter your eDDS userID and password; then click "logon".

    Getting Your Reports:

    You will receive an Optical Image Technology screen which displays function icons on the left. Single click the Cascade Search iconand drill down through the cascade levels by clicking on the icons:

    • Company Company
    • Department Department
    • Account  Account
    • Folder  Folder
    • Documents Documents

    After drilling down to a particular document within a folder, the second frame will become active next to the cascade search window.

    To view the selected report, click on the View Button button in the second window.

    Click the icons in reverse order to go up a level in the cascade, or use the 'back' button on your browser to return to previous screens.

    Printing Your Report
    For printing while viewing in the browser, please remember that you are within a browser application and must click on the report to activate the frame prior to using your browser print features.
    Please note that if you are viewing in Acrobat Reader you must use its print button to print the report. See below for instructions.

    Saving Your Report
    You may save the report on your workstation and later view or print it without reconnecting to the eDDS server.This is easiest to do through the open in 'Other' option.

    Navigating In The New Viewer
    Navigating through your report is a little different in the new viewer. Here are the functions of the browser viewing buttons.

    Intraviewer Navigation bar

    The "previous view" and "next view" buttons will only function if you see more than one View button button on the previous page.

    By entering a page number in the "start" page box and clicking "go", you can go directly to a particular page. By entering a start and end page, and clicking "go", you can view only the selected page range. By clicking on the "end" button you will see the last page number of the report.

    Here are the functions of some of the Adobe Acrobat Reader buttons: Acrobat Reader buttons in Intraviewer

    Remember, if you are viewing a report in Adobe Acrobat or Acrobat Reader, you must use its function buttons instead of the ones associated with your browser.

    Placing Reports On Your Intraviewer Desktop

    Note: This feature is available at any level of the cascade, but will work best at the 'folder' level.

    1. First you will need to log on to eDDS with your userID and password.
    2. From the list of navigation buttons, choose the Cascade Search button.
    3. Drill down to the folder or report that you want by clicking on the icons.
    4. Once you locate the report, left click on the red arrow to select from the drop-down menu-- Select ‘Add to Desktop’.
    5. Now if you click on the desktop button, you can see that your report is on your Intraviewer Desktop; and, it will automatically be there the next time you log in.
    6. In addition, you can place a shortcut on any red arrow in the Cascade. You may prefer to do this at the folder level.
    7. To remove a report from this view, simply left click on the red arrow—Select ‘Remove from Desktop’.

    To see a short tutorial on how to add report folders to your Intraviewer desktop click here

    Configure Your Options

    "Change Company" will allow you to navigate to a different report area if you have access to it. After logging on, click the Configure Options icon icon to select your settings. Click "Change Company" in the Configure Options box.

    Configure Options box

    Select the report area you wish to go to from the drop down menu and click 'ok'
    You will automatically be taken to that cascade.

    Cascade Options will permit you
    1) To have documents returned in DESCENDING date order.
    2) To control the number of items returned to your workstation.

    After logging on, click the Configure Options icon icon to select your settings.
    Click "Cascade Options" in the Configure Options box.     

    Configure Options box

    Select the report area you wish to go to from the drop down menu and click 'ok'
    You will automatically be taken to that cascade.

    Cascade Options will permit you
    1) To have documents returned in DESCENDING date order.
    2) To control the number of items returned to your workstation.

    After logging on, click the  Configure Options icon icon to select your settings.
    Click "Cascade Options" in the Configure Options box.     

    Configure Options box
     

    To have documents returned in descending date order (i.e. most recent dates appear first), click "DESC" in the 'Sort Order' box for "Document. "


    To change the number of items returned, increase or decrease the quantity in the 'Max Items' box under "Document. "

    Cascade Options

    Click "OK. "
    After selecting your settings, you will need to click the Exit iconicon for the settings to take effect. A message saying you've logged off the system will be returned to you. Click "Logon Now" to log back into the system.

    The sort order will determine which items are returned if "Max Items" is set to a number smaller than the actual number of items. For example, if there are 300 documents, but "Max Items" is set to 30, and the sort order is descending, the most recent 30 documents will be returned. If the sort order is ascending, the oldest 30 documents will be returned. These options also apply at the company, department, account, and folder levels. These settings will be retained until different settings are selected.



  • Questions: AIS Support


     
    Last revised: Friday, November 11, 2005 11:31