How to Use the Document Retrieval Service (DRS)

Who is this article for?

 Document viewers using DRS to access Q-Pulse documents.

 DRS access is required.

The Document Retrieval Service (DRS) is a free optional add-on that can be installed on your server in order to gain immediate access to your document attachments.  

This article does not provide any details on how to install the DRS or how to configure authentication options and instead focuses on how to use the tool. For details on setting up and configuring the DRS please visit Getting Started with the Document Retrieval Service (DRS)

This article is split into 4 sections:

1. Launch the DRS
2. Search for a Document
3. Search for a Specific Revision
4. Create a Hyperlink to a Document
5. Further Reading

1. Launch the DRS

Reminder: As the Document Retrieval Service is an optional add-on it must be installed on a server to be accessed. Please visit How to Set-up and Configure the Document Retrieval Service (DRS) for more details.

To launch the DRS:

1. Open a web browser.
2. Enter the address http://<server name>/qpulsedocumentservice

Note: replace <server name> with the name of the server hosting the DRS).

3. Click [Go]

Important Note: By default you will be required to enter a username and password to access the DRS.  For details on how to use a pre-defined user account instead of asking the user to login, please see the How to Set-up and Configure the Document Retrieval Service (DRS).

2. Search for a Document

To search for a document:

1. Launch the DRS.
2. If configured, enter your username and password.
3. In the Criteria section, select the document status and enter your search parameters.

4. Click [Search].
5. Click on one of the links to launch the document. 

Note: If you have multiple attachments stored against a Document record and no index file set (i.e. default attachment), you will be shown a list of all the attachments (fig. 2) to choose from. If an index file is set, that file will be opened automatically regardless of how many other attachments exist for that document.

3. Search for a Specific Revision

To search for a specific revision:

1. Launch the DRS.
2. If configured, enter your username and password
3. In the Locate a particular document revision section, enter the document number and revision number.

4. Click [Locate Revision]
5. Click on one of the links to launch the document

4. Create a Hyperlink to a Document