Retrieving BOA Templates

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Presentation transcript:

Retrieving BOA Templates

BOA starts with this screen Click cancel

You get this blanked out screen

To retrieve a template (document) use this menu Option FILE -> RETREIVE FROM -> USERS

A list of available files appears

Select one and retrieve

To send the template to users

You’ll see the TO dialog box appear

Scroll down and select the user names

To pick more than one user hold down the CTRL key and use the mouse to click multiple names

Here they are

Click ok and you’ll get this Msg if there are no errors The users will find these files In their BOA folder

From here the users can retrieve their sent files

You can send more than one file at a time

Use the same previous menu options

The current file Is displayed

By clicking ADD You can include the files you have open

By clicking ADD You can include the files you have open

Hold the CTRL key Down and use the mouse To select the files you Want to send

To send to more than one user hold the CTRL key down and use the mouse to select more than one user

You can select a large number

And the names and files to be sent appear

Click ok and the msg comes that the operation was successful

The last 5 files that were opened show on the file menu

To retrieve a file from your hard drive make sure BOA is already open then on the file menu use the OPEN

Your PC is mapped so BOA normally will go to your C drive With W2K your documents and settings folder will appear first. You should click until you come to your office user name

After you have clicked to the folder that contains the files you want to open, select the file(s) and click open or use the mouse. You can open more than one file at a time.

The file is retrieved into BOA

To update the data click the refresh icon

To save a file to your hard drive start with SAVE AS

You are mapped to your hard drive