Using View Direct
This job aid provides information about using View Direct. The following sections are in this job aid:
Accessing Reports with View Direct ......................................................................................................................1
Navigating View Direct ...........................................................................................................................................2
Tips..........................................................................................................................................................................6
Support and Help Information .................................................................................................................................8
Accessing Reports with View Direct
Step
Task
1.
Go to the following URL: https://docdirectpweb.admin.uillinois.edu/ddrint/servlet/ddrint
2.
Click the icon next to Document Direct and UI2 Report in the upper left corner. A pop-up window will
appear.
3.
Enter your ID and password.
4.
Click the OK (checkmark) button. The View Direct main menu window will appear.
5.
Click the plus sign next to Report. This will open the list of reports available to your ID, and the plus
sign will change to a minus sign.
NOTE: Every time you open a folder or document, the name of that folder or document will be
highlighted in red.
6.
Click the plus sign by the report you would like to view. A list of versions for that report will display
(dates or periods when that particular report was run). Next to each report you will see two icons:

Clicking the plus sign will display all versions of the report.

Clicking the document icon will automatically display the most recent version of the report.
7.
Click the plus sign by the report version you would like to view. A list of sections organized by
Organization or Fund codes will display. For Asset/Liability reports (FIGL), select the appropriate Chart
and Fund. For Revenue/Expense/Transfer reports (FIOP), select the appropriate Chart and
Organization.
8.
The report displays. If the report is a PDF, it displays in the version of Adobe Acrobat that is installed
on your computer.
NOTE: View Direct times out after one hour of inactivity.
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UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
 2016 University of Illinois – Office of Business and Financial Services. All rights reserved.
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Navigating View Direct
After opening a report, your browser will appear similar to the picture below. The left pane displays the available
reports, while the right pane displays the report that you have selected. Each area is covered in more detail
below.
Left Pane – Displays
available reports
Right Pane – Displays report once selected
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UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
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The Left Pane
In the graphic below, each area of the left pane is displayed.
Expands to
display all
available
report
versions
Report
Name
Report
ID
Displays
the most
recent
report
Click to see more available reports
Use arrow
to move
viewing
window
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UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
 2016 University of Illinois – Office of Business and Financial Services. All rights reserved.
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The Right Pane
When you open a report, it displays in the right side of the browser window, as the example below shows (PDF
report view):
Navigation Toolbar
Page number and
total number of
pages in report
Report ID
Report Version
OFFICE OF BUSINESS AND FINANCIAL SERVICES
UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
 2016 University of Illinois – Office of Business and Financial Services. All rights reserved.
Report Section
Use arrow
to move
viewing
window
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Toolbar Icons
These are the toolbar icons, for both the left and right panes of the standard View Direct. This toolbar does not
include the View Direct Enterprise Folders functionality.
Left Pane
Right Pane (HTML report view)
-ORRight Pane (PDF view)
-ORRight Pane (Image view)
Icon
Label
Action
Open
Opens the report which you have selected.
Locate
Allows you to directly access a report by report name and other search criteria (for example,
an Organization, if you have access to more than one).
Help
Displays online help for View Direct.
Log off
Logs out of View Direct. Note that View Direct times out after 1 hour of inactivity.
Previous Page
Scrolls to the previous page in the report.
Next Page
Scrolls to the next page in the report.
Print Pages
Allows you to print the entire report.
Quick Print
Prints only the page of the report displayed.
Find
Searches within the report for text. If a match is found, the first ‘found’ match is highlighted in
blue. To search for other possible matches, use the Find Next icon.
Find Next
After initiating a search with the Find icon, locates additional text matches within the report.
Go To…
Allows you to go to a specific page of the report.
Download
Pages
Downloads the report to your computer or other specified location.
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UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
 2016 University of Illinois – Office of Business and Financial Services. All rights reserved.
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Icon
Label
Action
View
Increases or decreases the report image (HTML and Image report views only).
Counterclockwise 90
Rotates report image counter-clockwise by 90 degrees (Image report view only).
Clockwise 90
Rotates report image clockwise by 90 degrees (Image report view only).
Format
Allows you to change the format of the report (Image, PDF, or HTML).
Tips
General
Look in the heading of the report to make sure that the criteria of the report matches what you need (such as date
range or Organization code).
Searching
For a report: Use the Locate icon to search for a specific Report ID, Version ID, and/or Section ID. When you
click the Locate icon, a pop-up window appears that allows you to enter the report name, date, and section.
Within a report: Use the Find icon to search for information within a report.
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UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
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Display/Settings
In PDF view, the page number at the bottom of the report shows only how many pages are displaying at the
moment. To find the full number of pages for the report, look at the very bottom of the View Direct screen.
In PDF view, this will
always display “1/1”
Displays the current page number
and total number of pages
To display each page, one at a time, use the Next Page and Previous Page icons on the top toolbar in View
Direct.
If your report is appearing separately on the left side of your window, you need to change an Acrobat setting. Use
the following steps to correct the problem:
Step
Task
1.
Open Adobe Acrobat.
2.
Click the Edit menu.
3.
Select Preferences.
4.
Click Internet.
5.
Check the Display PDF in browser box.
Printing
If you want to print multiple sections, select the section to print by clicking the Section icon. Use the toolbar at
the top of the View Direct screen and follow these steps:
Step
Task
Click the Print Pages icon on the View Direct toolbar.
1. 1
2. .In
2 the Print dialog box, select the last option under Pages. This will allow you to add the range of
.
pages
in the indexes you wish to print.
3.
Take that number and use it in the To field. Page one in the print selection is the current page in the
report. This will give you the multiple indexes you wish to print.
4. Click the Print Pages icon again.
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UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
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To print your current section, use the toolbar at the top of the View Direct screen and follow these steps to print
all the pages for the section:
Step
Task
1.
Click the Print Pages icon on the View Direct toolbar.
2.
In the Print dialog box, select Current Section.
3.
Click the Print Pages icon again.
Downloading
You may download copies of reports in various formats, depending on the file format in which the file is written
(PDF, HTML, or Image).
Step
Task
1.
Select the report.
2.
Once it appears in the right pane, click the Download Pages icon.
3.
Select the pages to download.
4.
In the Download As field, select a file type.
NOTE: If you save in PDF, CSV, or XML format, you have the option for it to be in a zipped format or
not, and you may select Compress into ZIP archive format.
5.
Click the Create icon.
6.
Save the file to the location of your choice. If the file was zipped, you will first need to unzip it to use it.
NOTE: If you would like to download to Microsoft Excel, use View Direct – Enterprise Edition.
Support and Help Information
Click the Help icon to access View Direct online help information at any time.
Check https://apps.uillinois.edu/support/documentdirect/ for support documentation and installation instructions.
If you have problems logging into View Direct, please contact the AITS Service Desk.
Chicago: 312-996-4806
Springfield & Urbana: 217-333-3102
E-mail: [email protected]
If you have questions about the Finance or Payroll reports in View Direct, contact the Office of University
Accounting and Financial Reporting at 217-333-9134 or send e-mail to [email protected].
OFFICE OF BUSINESS AND FINANCIAL SERVICES
UNIVERSITY ACCOUNTING & FINANCIAL REPORTING
 2016 University of Illinois – Office of Business and Financial Services. All rights reserved.
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