Energy Customer Collaboration Documentum:

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Presentation transcript:

Energy Customer Collaboration Documentum: View Relationships Batch Export Documents

Module Objectives: View Form Relationships Batch Export Documents

Form Relationships 2. 1. Select any form (Document Transmittal, Issue Form or RFI) within the 00 Workflow Forms folder or the folder it was created in and either: Right Click, “View” and then “Relationships” (DT’s) or Click on “View” and then “Relationships” (Issue Form’s & RFI’s)

Form Relationships Relationships list all files linked (attached) to the selected form.

Form Relationships 2. 1. All files can be exported at once. Highlight all files and either Right Click, “Export” or Click on “File” and then “Export”

Form Relationships Navigate to desired location to save files and click “OK”.