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Step-by-Step Guide: Retrieving and Sending BOA Files

Learn how to retrieve and send files in BOA with this comprehensive guide. Follow the step-by-step instructions to efficiently manage your documents.

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Step-by-Step Guide: Retrieving and Sending BOA Files

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  1. Retrieving BOA Templates

  2. BOA starts with this screen Click cancel

  3. You get this blanked out screen

  4. To retrieve a template (document) use this menu Option FILE -> RETREIVE FROM -> USERS

  5. A list of available files appears

  6. Select one and retrieve

  7. To send the template to users

  8. You’ll see the TO dialog box appear

  9. Scroll down and select the user names

  10. To pick more than one user hold down the CTRL key and use the mouse to click multiple names

  11. Here they are

  12. Click ok and you’ll get this Msg if there are no errors The users will find these files In their BOA folder

  13. From here the users can retrieve their sent files

  14. You can send more than one file at a time

  15. Use the same previous menu options

  16. The current file Is displayed

  17. By clicking ADDYou can include the files you have open

  18. By clicking ADD You can include the files you have open

  19. Hold the CTRL key Down and use the mouse To select the files you Want to send

  20. To send to more than one user hold the CTRL key down and use the mouse to select more than one user

  21. You can select a large number

  22. And the names and files to be sent appear

  23. Click ok and the msg comes that the operation was successful

  24. The last 5 files that were opened show on the file menu

  25. To retrieve a file from your hard drive make sure BOA is already open then on the file menu use the OPEN

  26. Your PC is mapped so BOA normally will go to your C drive With W2K your documents and settings folder will appear first. You should click until you come to your office user name

  27. After you have clicked to the folder that contains the files you want to open, select the file(s) and click open or use the mouse. You can open more than one file at a time.

  28. The file is retrieved into BOA

  29. To update the data click the refresh icon

  30. To save a file to your hard drive start with SAVE AS

  31. You are mapped to your hard drive

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