Document Search: Finding and Managing All of a Tenant's Documents
Overview
The Dokumente (Documents) menu item (/applications/documents/overview) opens the Dokumentensuche (Document Search) - the tenant-wide view of all stored documents, whether they are attached to a vehicle, a driver, a damage entry, a receipt, a penalty notice, an insurance policy or a leasing contract. Here you can find a document again without having to know the right record.
How to search
- Choose a period: the Von (From) and Bis (To) fields filter by the creation date. By default, the 1st of the current month to today is pre-set - older documents only appear once you reset or clear the From date.
- Enter a search term: the search field searches the name, licence plate and process description.
- Optionally tick "Nur aktive Fahrzeuge" (Active vehicles only) to hide the documents of retired vehicles.
- Click Suchen (Search). The number of hits is shown next to the buttons ("… document(s) found"); Zurücksetzen (Reset) restores the default filters.
The results list
| Column | Content |
|---|---|
| Typ (Type) | File-type icon (PDF, image, Office …) |
| Kennzeichen / Fahrer (Licence plate / Driver) | The vehicle or driver to which the document is assigned |
| Bezeichnung / Dokumenttyp (Name / Document type) | The name of the document and the assigned document type |
| Dokumenterinnerung (Document reminder) | A check mark if a resubmission reminder is active |
| Angelegt / Aktendatum / Wiedervorlagedatum (Created / Record date / Resubmission date) | Creation time and the business-related date fields |
| Vorgangsbezeichnung (Process description) | Free text about the process (long texts via tooltip) |
The table offers column filters, sorting, a column selector, 50 rows per page, and CSV and PDF export via the toolbar.
Actions per document
- Bearbeiten (Edit) (pencil, requires
documents.edit): change the metadata - name, document type, record date, resubmission date, document reminder, process description. The file itself remains unchanged. - Herunterladen (Download): downloads the file from the storage path.
- Löschen (Delete) (WebAdmin only): after confirmation, removes the link in FMWeb - the file remains in the storage directory. Documents linked to a damage entry cannot be deleted here.
Frequently asked questions
A document isn't found even though it exists. First check the date filter - only the current month is pre-set. Set the From date further back or clear both fields.
"Datei nicht gefunden" (File not found) appears on download. The path stored in FMWeb points to nowhere - the file was moved or renamed on the file server, or the server was relocated. If an entire directory was moved, an administrator can correct the paths in a bulk action (Article 106).
Where do I upload new documents? Directly in the vehicle or driver record, in the "Dokumente" (Documents) tab (Article 107). The Document Search is the reporting and maintenance view.
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