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1. The document discusses other useful features available in the eOffice software besides creating eFiles, receipts, and migrating efiles. It describes features for searching and tracking files/receipts/dispatch, parking files, and pulling up files and receipts from other users. 2. Key features covered include advanced search options to find records by file number or subject, tracking options, temporarily parking files and marking them as active later, and pulling up files and receipts from other users in the same section. 3. Features like parking and pulling up allow users to collaborate by handing off work or reassigning files and receipts to other users.

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Save Website As PDF Print Test

Uploaded by

Madhav Kumar

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eOffice – Other useful features available in

eFile

Table of Contents

1. Searching and Tracking of Files/Receipts/Dispatch

2. Parking
3. Pull Up

Besides creating eFiles, Receipts, and migration of efiles, many other useful
features available with eFile. Few are explained below.

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1. Searching and Tracking of

Files/Receipts/Dispatch
By using the ‘Advanced’ search option the user can search all the
files/Receipts/Dispatch which is all processed in eFile.
The user can search the Files, Receipts, and dispatch by using the tab File, Receipt,
and Dispatch respectively.

By providing the basic parameters like Computer No., File No./Receipt

No./Dispatch No. or Subject the user can track the records.

Users can also use Advanced Parameter to search and track the records more
precisely and effectively.

2. Parking
The user can park the file using the park feature of eFile system. The parked link
contains a list of all the Files that are temporarily closed and work will be done
later on. Pendency of File will be removed if any file is parked. Parked files can be
made active at any point in time.

The files received Inbox can be parked by performing the following steps:

1. Open the file form the inbox by clicking on file number.

2. Click on the Park File option in the More link, as a result a parking
confirmation window appears
3. Provide the Parking due date and Parking Remarks and Click the OK Button.

The parked file will be listed in Parked folder of the Main menu Files.

The Parked files can be unparked.

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3. Pull Up
The pull up operation can be performed on both the Files and Receipts of other
users (in the same section/in just one hierarchy down).

In the case of Files, this action can be performed on files that are there in other
users’ inbox/parked/personal folder created under inbox.

In case of Receipts this action can be performed on receipts which are there in
other user‟s inbox/ personal folder created under inbox.

In order to pull up a file/receipt, a user needs to select a source user from the
Hierarchical View. By clicking on the hierarchical View list, the user can select the
name of the concerned employee from whom the file/receipt is to be pulled up and
also to see the list of files to be pulled up.

Once the file (which is being pulled up) has been located, by using the Pull up
link/icon (pull) the user can Pull Up the file by providing Pull up reason in the
remarks window.

eOffice

eOffice – Types of Reports

eOffice – How to work with eFile
eOffice – How to use File Migration
eOffice – How to deal with Receipts (Inward Correspondence)
eOffice – DSC (Digital Signature Certificate)
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