Saving a Document to the Navigator

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Distribution

Director of Procurement Services

Training Manager

PO Purchaser

PO Requester

Related Procedures

None

Ownership

The Training Manager is responsible for ensuring that this document is necessary, that it reflects actual practice, and that it supports corporate policy.

Purchasing
N ® Purchasing : Purchase Orders ® Purchase Order Summary
Purchase Orders Headers

Navigator: Documents

Using the Save to Navigator Option

Some IS Applications enable you to save a document to the Navigator for easy access when you first log into the system. The Action menu on the Toolbar will illuminate the Save to Navigator option when it is available within your application.

You can save up to 99 documents to your Navigator. The Documents alternate tab on the Navigator window will list those documents that you have saved. This eliminates having to search the database to find your specific document. Instead, you can select it from the Navigator window and go directly to your document.

1. Open the document you wish to save to your Navigator

2. Select File ® Place on Navigator from the menu.

3. Close form.

4. From the Navigator you can choose the document and click on the [Rename] button to rename your document.

5. Click on the [OK] button.

6. Click on the icon with the new name and the purchase order will be opened for you.

7. To remove the document from the navigator, click on the [Remove] button.

8. Click on the [OK] button and the document will be removed from the Navigator.

Accessing a Document from the Navigator Window

9. Click on the Documents tab in the Navigator window.

10. Select the document the [Open] button to go directly to the document.

Effective: 05/18/05