Introduction
There are several ways users can find and open Documents that have been uploaded to GEMS. Documents can be located and opened from:
The Find a Document tile on the Home Hub and Documents Hub
The Find text in a Document tile on the Home Hub and Documents Hub
The Documents Screen accessed via an entity Snapshot
The Documents panel on an entity Snapshot (if available)
Find Documents via the Find a Document Tile
Documents can be located and opened with the Find a Document tile, available on the Home Hub.
1. Click the Find a Document tile.
2. In the search bar that appears, type all or part of the desired Document's Description. Alternatively, leave the search bar empty and click the Search icon to view all Documents available within GEMS.
3. Click the column headings seen above the search results to add additional filters or re-sort the Documents based on other properties besides Description.
4. Click the Description of the desired Document to open it in a new browser window.
5. To save or print the Document, click the appropriate icon in the top right corner of the page.
Find Documents via the Find text in a Document Tile
Documents that are OCR-compatible can be found using the Find text in a Document tile located on the Home Hub.
GEMS cannot make a document OCR-compatible or searchable. Documents should already have been scanned via OCR prior to uploading into GEMS.
1. Click the Find text in a Document tile.
2. Type the desired string of text in the search bar and click the Search icon. GEMS will then return all Documents that contain that text.
3. Click the Description of the desired Document to open it in a new browser window.
4. To save or print the Document, click the appropriate icon in the top right corner of the page.
Find Documents via the Document Screen on an Entity Snapshot
Documents that are related to an entity can be found on the Documents Screen, which is accessed from the entity's Snapshot.
1. Navigate to the entity's Snapshot, then click the Documents button, located at the top of the Snapshot.
2. Click the Description of the desired Document to open it.
3. To save or print the Document, click the appropriate icon in the top right corner of the page.
Find Documents via the Documents Panel on an Entity Snapshot
In some databases, a Documents panel is available on entity Snapshots.
1. Navigate to an entity Snapshot and locate the Documents panel.
2. Click the Description of the desired Document to open it.
3. To save or print the Document, click the appropriate icon in the top right corner of the page.
Summarize, Compare, and Translate Documents with GEMS AI
GEMS AI can provide a summary of a document, a translation of a document into a different language, and a comparison between two documents. To learn more, visit the articles below.