DIA - Managing Relationships
DIA - Managing Relationships
Whether you are scanning, uploading, or checking out a document, DIA allows a User to search DOMA DX for an existing entity that the document relates to.
- EXAMPLE: You already have thousands of student files in your DX database. You receive a stack of files that need to be scanned. If the file is for a new student, you simply create a new Entity to attach the file to. However, before you make a new Entity, you want to make sure that the student doesn't already exist in the database.
Begin by clicking Find under Find Entity. In the Find Entity dialogue box:
- Select the Entity Type
- Set your Search Criteria
- a. Add or remove Search Criteria
- Click Search
- If you see the Entity you are looking for, select it.
- Click Select