[FAQ] How to get all documents from a specific supplier

[daisy.phan]

When you want to collect documents for equipment from a specific supplier, Onix Work offers two options:

• Reports - Export documents to PDF: Compiles all documents into a single file. Suitable for printing.
• Send a link of documents via email: Sends each document separately as downloadable links. Suitable for viewing documents individually.

This article covers how to use the email option to get document files from a specific supplier.

Step 1: Find equipment from a specific supplier

1. In Equipment module, select My company view to see equipment your company owns.
   
   
2. In the filter panel, select your supplier in the Supplier criterion.
   
   

   Note

   If Supplier is not listed in the filter criteria, add it by selecting Select criteria > Add a field > Supplier > Save. You can also add other display fields or equipment properties in the same way.

3. Click Apply. The list now shows only equipment from your selected supplier.

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Step 2: Select all equipment

1. Scroll down to load the full equipment list.

   Note

   Only the first 100 items are displayed at a time. You must scroll down to load the complete list before selecting all items.

2. Select the circle on the list header to select all items.
   

   

3. On the toolbar, verify the selection count to confirm all items are selected.

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Step 3: Open the documents list

On the toolbar, select Documents. A list of all documents for the selected equipment appears.

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Step 4: Select all documents

1. Scroll down to load the full documents list.

   Note

   Only the first 100 files are displayed at a time. You must scroll down to load the complete list before selecting all files.

2. Select the circle button to select all files.

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Step 5: Send the documents to yourself

1. On the toolbar, click Send.
2. In the recipient list, select (Logged on user) > Add.
3. Edit the email subject and body if needed.
4. Click Send.

You will receive an email with a link to download all selected documents within a few minutes.