Recently viewed (Beta)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can view a list of documents you have recently viewed. This is useful if you want to open a document again.

A user with the role 'Back office' role in the domain can move, download or delete documents.

A user with the role 'Management' role can move, download documents or delete only non-financial (standard) documents.

From this screen a user can:

• view a document
• view a contact (not available for all document types)
• move a document (not available for all document types)
• download a document
• delete a document.

Hover your mouse over the Archive icon in the navigation bar, then click on Recently viewed.  

The following screen is opened:

By default, this overview is sorted by the Viewed column.

In this overview you can use the so-called document viewer to:

• hide or show a screen preview of the document
• open the document in the browser
• download the document.

Click on the line of a document to show the corresponding screen preview of the document.

View document

To view a document.

• click on the subject of the document
  OR
• hover your mouse over the line of the document in question, click on the button with the three dots, and then select the View document menu option from the drop-down menu.
  
  

In the now-opened screen, the document can be changed, if necessary, or actions can be performed on the document.

View contact

Hover your mouse over the line of the document in question, click on the button with the three dots, and then select the View contact menu option from the drop-down menu.

The contact card of the corresponding contact is now opened.

Move document 

Hover your mouse over the line of the document in question, click on the button with the three dots, and then select the Move menu option from the drop-down menu.

The following screen is opened:

Select the (sub)folder to which to move the document and then click on the Move button.

Download document

Hover your mouse over the line of the document in question, click on the button with the three dots, and then select the Download menu option from the drop-down menu.

The document will now be downloaded to the hard disk of your laptop or computer.

Delete document

Hover your mouse over the line of the document in question, click on the button with the three dots, and then select the Delete menu option from the drop-down menu.

The following screen is opened:

Enter a mandatory reason why the document is being deleted and then click on the Delete button.

The document will now end up in the trash bin (Deleted documents).