KRYSTAL DMS User s Guide Enterprise Edition Version 8.0

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "KRYSTAL DMS User s Guide Enterprise Edition Version 8.0"

Transcription

1 KRYSTAL DMS User s Guide PRIMELEAF CONSULTING [P] LTD 29, Hendre Castle, D.S.Babrekar Marg, Gokhale Road (North), Dadar, Mumbai , India Tel No / 72 / 73

2 FIRST EDITION AUGUST 2013 This edition applies to the licensed program KRYSTAL DMS Enterprise Edition Version 8.0 and to all subsequent releases and modifications until otherwise indicated in new editions. Please make sure you are using the proper edition for the level of the product. All the names in this guide / manual are fictional and any resemblance to existing people or firms is purely coincidental. If you have any comments about the guide / manual or the product, we would very much like to hear from you. Please send your comments by to or by fax to The contents of this document are strictly confidential and remain the property of Primeleaf Consulting [P] Ltd. The document or any part thereof must not be distributed to any person other than those within the Client organization who are authorized to view the same.

3 Table of Content Introduction to KRYSTAL DMS - Enterprise Edition... 1 Features... 1 System Architecture... 2 System Structure... 3 Domains... 3 Document Repository... 3 Starting KRYSTAL DMS - Enterprise Edition... 4 Windows Installation... 4 Linux Installation... 5 Getting Started... 6 Accessing KRYSTAL DMS - Enterprise Edition... 6 Enterprise Document Management Console (EDMC)... 7 My Workspace... 7 Document Library... 8 Workflow Applications Main Menu Document Classes Open Document Class Search Document Class Filter Document Class Search Documents Search Results Add Document Bulk Upload Manage Subscriptions Checked out documents Document Hit-list Working with Documents View Document Bookmark Document Add to Document Set Submit to Workflow Checkout Document Check in Document Cancel Checkout... 28

4 Revision History Edit Indexes Move Document Delete Document Download Document Share Document Document Tags Notes Document Properties Show Access History Document Attachments Export Results Export to Excel Export to PDF DocViews (Document Views) Create DocView STEP 1: Select Document Class STEP 2: Select Document Indexes STEP 3: Create DocView Delete DocViews Document Sets New Document Set Open Document Set Delete Document Set Hotlinks Create Hotlink STEP 1: Select Document Class STEP 2: Select Linked Document Class STEP 3: Select Index Edit Hotlink Delete Hotlink Checked Out Documents Bookmarks Rename Bookmark Delete Bookmark Workflow Work Queues Workflow Cases / Workflow Tasks Completed Instances... 50

5 Tasks View & Edit Task Add Task Delete Task Events View Event Add Event Edit Event Delete Event Announcements View Announcement Add Announcement Edit Announcement Delete Announcement Discussions View Discussion Add Discussion Edit Discussion Delete Discussion Utilities Search Notes View Exception Logs View Exception Details My Profile Preferences Change Password Change User Logout KRYSTAL Document Viewer Document Attachments View Attachment Add Attachment Remove Attachment Document Tags... 67

6 Add Document Tag Remove Document Tag Forgot Password Conclusions Further Reading... 70

7 Introduction to KRYSTAL DMS - Enterprise Edition KRYSTAL DMS - Enterprise Edition is easy to use, powerful and cost-effective document management software that allows companies to centralize the management, storage, retrieval and distribution of electronic as well as paper based documents. Built with robust, scalable architecture, KRYSTAL DMS - Enterprise Edition can be deployed over LAN, WAN or Internet in organizations. These products also empower individuals and organizations by acting as powerful knowledge management tools. KRYSTAL DMS - Enterprise Edition addresses the needs of many vertical markets, including manufacturing, architecture, engineering and construction, utilities, universities, and government agencies. KRYSTAL DMS - Enterprise Edition provides and rich toolset to help users manage their valuable business documents and records efficiently. Managing users, security and access permissions, user groups, work areas (domains), versioning and document control are just a few management functions of KRYSTAL DMS - Enterprise Edition document management software. The centralized Document Repository provides a self-service environment with which authorized users can manage document lifecycles efficiently and securely. Tracking changes to documents, audit trails and logs will help you manage your documents with incredible efficiency and speed. Features KRYSTAL DMS - Enterprise Edition provides following features and functionalities. Robust Document Management with Version Control Accessibility over the Internet, WAN or LAN Document Indexes, Meta-data and Full Text Searching Template based access control Document Expiration and Notifications Detailed Audit Reports Document sharing and distribution Microsoft Office and Open Office and Auto CAD Document Support File Preview, mark-up and annotation support Subscriptions and Notifications Platform independence Easy setup, support and administration Workflow engine to automate business process Web Services APIs to integrate with existing and custom build applications 1 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

8 System Architecture KRYSTAL DMS Enterprise Edition is completely web based solution and it runs on a centralized server. The only software need on the client workstation is a JAVA enabled web-browser such as Internet Explorer Mozilla Firefox Google Chrome Safari The distributed architecture of the system allows, intelligent partitioning of database and application server. Users can use any of the following databases with KRYSTAL DMS Enterprise Edition Oracle Microsoft SQL Server MySQL Apache DEBRY / IBM Cloudscape DB2 UDB PostGRE SQL 2 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

9 System Structure KRYSTAL DMS - Enterprise Edition comprises mainly of 2 major components Domains Document Repository These components are user defined hence it helps a better representation of your business. For further details on system configuration and administrator please refer to Administrator's Guide. Domains Each domain typically represents a relatively self-contained department, division or location of an organization. Primarily it groups related users and related document classes by their job / business function. Administrators can create more than one domain in a single server environment depending upon the licensing of the application. Each domain can then be assigned an Administrator who will configure and monitor it. For further details on system configuration and administrator please refer to Administrator's Guide. All end users are given a username and password and are assigned to one or more domain. Users can login to their assigned domain(s) and get access to those domain specific documents. All documents are domain specific and are stored and manipulated independently of the other domains. A document class can be shared among domains. After logging on to a specific domain, user gets access to all the domains assigned to him/her by selecting the domain name from a drop down available from top navigation panel. Document Repository Every document uploaded, created or imported to KRYSTAL DMS - Enterprise Edition is stored on the server inside a Document Repository. It is a unified domain based storage system which stores and maintains all types of documents and meta-data. As an enterprise class Document Management System, KRYSTAL DMS - Enterprise Edition can accommodate all types of electronic documents, including scanned physical files (TIF, JPG), PDF, MS-Office files and faxes. 3 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

10 Starting KRYSTAL DMS - Enterprise Edition KRYSTAL DMS - Enterprise Edition server is installed as a Windows Service on Microsoft Windows platforms. You can use services control panel to start and stop KRYSTAL DMS - Enterprise Edition. On Linux or Solaris distributions, you can use the script StartServer.sh located in KRYSTAL_HOME/bin/ folder to start the server To verify the installation and configuration of KRYSTAL DMS - Enterprise Edition server, you can open the browser and visit to get connected. If you are on a machine other than on which KRYSTAL DMS - Enterprise Edition is installed then visit where hostname is the name / IP address of the machine where it is installed and 'port number' on which it is configured to be running. Windows Installation KRYSTAL DMS - Enterprise Edition server is installed as a Windows Service on Microsoft Windows platforms. You can use services control panel to start and stop KRYSTAL DMS - Enterprise Edition. 4 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

11 Linux Installation On Linux or Solaris distributions, you can use the script StartServer.sh located in KRYSTAL_HOME/bin/ folder to start the server To verify the installation and configuration of KRYSTAL DMS - Enterprise Edition server, you can open the browser and visit to get connected. If you are on a machine other than on which KRYSTAL DMS - Enterprise Edition is installed then visit where hostname is the name / IP address of the machine where it is installed and 'port number' on which it is configured to be running. 5 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

12 Getting Started KRYSTAL DMS - Enterprise Edition is a completely web-based solution. Hence once it is installed on the server, only software required to use it is, internet browser. End users rarely require any training and if they do, we have this complete web based training system free of charge for our customers. We strive to keep things simple. Accessing KRYSTAL DMS - Enterprise Edition KRYSTAL DMS - Enterprise Edition can be accessed using any standard Java enabled web browser from anywhere on your corporate intranet / extranet or internet. To access KRYSTAL DMS - Enterprise Edition server, you can open the browser and visit to get connected on the server where it is installed. If you are on a machine other than on which KRYSTAL DMS - Enterprise Edition is installed then visit where hostname is the name / IP address of the machine where it is installed and 'port number' on which it is configured to be running. To gain access to KRYSTAL DMS - Enterprise Edition, users need to supply their secure username, password and a domain name. Once logged in, users can navigate through all accessible documents via Enterprise Document Management Console (EDMC). 6 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

13 Enterprise Document Management Console (EDMC) The Enterprise Document Management Console (EDMC) is designed in such a way that users can get to the required documents in as few clicks as possible. My Workspace On logging to the KRYSTAL DMS - Enterprise Edition user is presented his / her workspace. This area is designated as My Workspace. The My Workspace contains following sections. Document Library Workflow Applications 7 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

14 Document Library This section of the workspace contains following subsections. Document Classes DocViews Checked out documents Recent Viewed Documents Global Search Document Charts Document Tags Document Sets Bookmarks Document Classes This section of My Workspace displays document classes under the Document Library section to which user have at least read access. User can view all documents in a particular document class by clicking on Open link associated with the document class. User can search documents based on various index fields, meta-data fields and criteria using the Search link associated with a particular document class. If user has create permissions / rights, then an additional link title Add Document will be available to the user to add a new document in to a selected document class. Documents created in last 7 days are accessible by clicking on the new X documents link available beside the name of the document class. Other details like total number of documents available in document class, creation date of the document class and user who created the document class is also available here. Search Documents Users can search documents across all Document Classes in a single go. User can enter the required search text in the search box and click the Search button to search document across all indexes in all document classes to which s/he has read access/permissions. 8 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

15 All indexes available in a document class and all the document tags are searched using this function. DocViews DocViews section of My Workspace module will display document views created by the logged-in user, along with document views which are created by Administrator type of user and are marked as public. To view all documents which are filtered by DocView are accessible using Open link associated with the particular DocView record. User can further filter the documents by using Search link available. Checked Out Documents If revision control is enabled on a document class and if the documents are checked out by the logged-in user then these document will appear under this section of the My Workspace. Here, logged-in user can see the name of document class, path were document is checked out on the users workstation, date and time of checkout. User can perform actions like cancel check-out and check-in by clicking on the respective links associated with checked out document record. Recent Viewed Documents Last 5 Documents viewed by the user are displayed in this sub-section of the Document Library section of My Workspace 9 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

16 Document Charts This sub section of Document Library section of My Workspace displays a pie chart of Repository Documents for currently logged-in domain. Bookmarks This section of My Workspace displays list of bookmarks, defined by the logged-in user. User can access a document in a single click by clicking on the name of the bookmark. Here a list of bookmarks created by the user is displayed with option to rename or delete the bookmark. User can click on the View link to view the document. User can click on Rename link to rename the bookmark. To manage bookmarks, user can click on the Bookmarks link at the top of the Bookmarks section of My Workspace. 10 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

17 Document Tags Document Tags are labels that you can add on documents to help you describe them. Unlike subjects in the metadata of the document, you don't have to choose tags in a closed list. You are free to apply the labels that describe the document best. You can use the tag cloud to find all documents that have the same tags. Workflow Work Queues Work queues are represented by username, groups and roles to which user belong. Each queue consists of work items or work cases. If workflow access is enabled for a user then all the queues for users will appear on My Workspace module under Work queues tab. On clicking on the particular queue, work cases assigned to that queue will be displayed as a hit list. The size of hit list is restricted by user preferences. User can start a new case using Start Workflow link available at the bottom of this section. 11 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

18 Completed Instance If logged-in user is administrator, then access to all completed instances of the various work process will be available through this section. Applications Various collaboration applications of the system are available in this tab of the My Workspace. Tasks Task assigned to or assigned by the logged-in user are listed under this sub section of the Applications section of My Workspace. Users can view details of the tasks by clicking on the title of the task or by clicking on the View link associated with the task record. Task management can be carried out by clicking on the Tasks link available on the top of this section. Events Events module allows users of KRYSTAL DMS - Enterprise Edition to publish details of events organized in business. Events published by various users are displayed on the Events sub section of the Applications section of My Workspace module. Along with title of the event, event date is displayed. Details of the event can be viewed by clicking on View link available with the event record. Event management can be carried out by clicking on the Events link available on the top of this section. 12 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

19 Announcements Announcements are listed under this sub section of the Applications section of My Workspace module. Announcements feature of KRYSTAL DMS - Enterprise Edition allows users to publish important information relating to its business for collaborative purposes. Announcements added by various users are displayed on the Announcements section of the My Workspace module. Users can view details of the announcement by clicking on the title of the announcement or by clicking on the View link associated with the announcement. Management of announcements can be carried out by clicking on the Announcements link available on the top of this section. Discussions This collaborative feature is available under Discussions sub sections of the Applications section of My Workspace module. Discussions feature allows users of KRYSTAL DMS - Enterprise Edition to collaborate and discuss various business problems and provide their opinion on the same. Users can view details of the discussion by clicking on the title of the discussion or by clicking on the View link associated with the discussion. Users can view the discussion details by clicking on title of the discussion, or number of postings. Access History Access History or Recent Activities section of the My Workspace module displays the 10 most recent activities performed by the logged in user. Following data is displayed in tabular manner. Action 13 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

20 Object Type Date Time IP Address Comment Utilities Couple of utilities is available to the logged in user to search notes on the documents and view exception logs about exceptions which have occurred during the current session of the user. 14 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

21 Main Menu The Main Menu of the system enables user to access various features of the system. Logged-in users can access each and every module of the system using the main menu of the application. This is a dropdown menu which contains following sub menus My Workspace Control Panel (Available Only to System Administrator Group Users) My Profile Help Guides Domain My Workspace My Profile Control Panel Help & Support Document Classes Preferences Manage User Users Guide DocViews Change Password Mange Groups Administrators Guide Document Sets Change User Manage Roles Web Services API Guide Tasks Logout Manage Domains Submit an Error Events Manage Document Classes Announcements Manage Indexes Discussions Manage Lists Bookmarks Manage ACL Templates Search Notes Manage Checkouts View Exception Logs Manage Workflow Templates Manage Global Settings Manage Jobs System Reports Recycle Bin 15 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

22 Document Classes Document Classes are nothing but a group of similar documents. Document which are similar in its functional capabilities are grouped under a particular document class. For example, "Invoices, Purchase Orders, Shipping Confirmations etc On clicking My Workspace -> Document Classes link on the main menu of the system, user will be presented with a list Document classes to which s/he has at least read permissions. The number of document classes on the page is restricted by the hit-list size parameter of user s preferences. Logged in user can also initiate Adding a new document and can view Checked out documents by clicking on Add Document, Checked out documents link on this page respectively. Users can sore the listing of document classes on the basis of Creation date as well as name of the document class. User can also see a graphical representation of number of documents added every month in each document class. Open Document Class To view all the documents in the document class user can click on Open link associated with it. This will open up a hit list of document. Please refer to Document Hit-list section of this document for further details. 16 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

23 Search Document Class Logged-in user can perform various searches on a particular document class on document indexes, meta-data and full text of the document content. To search within a document class user can click on Search link associated with document class. Filter Document Class Users can perform searches across all indexes in a document class. User can select from multiple operators to perform a search across indexes. These operators are as given below. Is Is Not Like Not Like Is Greater Than Is Lesser Than Between Is Empty Is Not Empty Along with indexes, users can also perform searches on following meta-data fields File Name Document ID Content Search Creation Date (Created On) Last Modification Date (Last Modified On) Expiry Date (Expiry On) Document Type Created By Last Modified By Search all revisions Document class statistics are also displayed with the search filters. Count of document created / modified today, this week, this month, and this year will be displayed. Also it displays the number of documents which are expiring in next 7 days. 17 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

24 To search documents user can enter any of the criteria and click on Show Hits button. The resultant document hit-list will display all documents which matches users search criteria. Please refer to Document Hit-list section of this document for further details. 18 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

25 Along with this, various tags available on the documents in selected document class are also displayed to the user for quick search. Search Documents User can perform index search across all the document classes to which s/he has at least read permissions. User will enter search text and click on the Search button to get a search result. Search Results All the indexes across each of the document classes are queried by the system and matching results are displayed to the user. If matching value is found in the document class and if user has access to this document class then it will be displayed along with matching number of documents. To view the resultant hit list of documents user can click on Open link. Please refer to Document Hit-list section of this document for further details. Add Document To add a new document into existing document class, user can use this option. The option of adding a document is available only to those users who have create/add permissions on the document class. Clicking on Add Document link will open a light box popup window where user can select a document to upload from his/her workstation. User must select a document and a document class to upload/capture a document into the system. 19 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

26 On clicking the Save button, the document will be uploaded to the server system and stored in the selected document class along with index information. User must input all mandatory fields in order to upload the document to the system. If a workflow is associated with a document class then feature of uploading a new document to the document class will not be available. The document can only be uploaded using Start Workflow link available under Work Queues section of the My Workspace Bulk Upload Users can also upload more than one document in a single go using the Bulk Upload feature of the system. Once user clicks on Bulk Upload link, a popup window is displayed to the user. User can select documents to be uploaded by clicking on the Add Document button or by simply dragging and dropping documents on the area marked. On clicking the Upload Documents button, the documents will be uploaded onto the server in bulk mode. If a workflow is associated with a document class then feature of uploading a new document using Bulk Upload feature to the document class will not be available. The document can only be uploaded using Start Workflow link available under Work Queues section of the My Workspace. 20 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

27 Please Note: No index information is added to the document when documents are uploaded using this feature of the system. Manage Subscriptions To get notifications on changes made on documents, user can subscribe to document classes. User subscribe to following events. Batch Import Document is added Document is edited New version of document added Document marked as deleted Document marked as expired Document is expiring in 7-days User can choose appropriate checkboxes and click on a Save button to subscribe. 21 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

28 Checked out documents Users can checkout documents for editing of the document outside the Document Management System. Once the document is checked out by any user, the document will not be available to another user for editing. Administrators and user who have checked out documents can perform check-in or cancel the checkout to make the document available to other users of the system. 22 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

29 To view documents checked out by logged-in user, s/he can click on Checked out document link on the Document Classes module. User can see Document Class, Checkout Path & Date Time of each document which is checked out by the logged-in user currently. User can view the document, properties of document, revision history by clicking on appropriate links. User can cancel the checkout or can check-in the document by clicking on appropriate links. Document Hit-list Document Hit-list displays all the matching documents from various searches or all documents from document classes. Depending upon the permissions assigned to logged-in user, user can perform many actions on a document. Working with Documents User can perform diverse range of operation on the documents in EDMC by clicking on and selecting any of the following action available according to access permissions from resultant hit list. View Document: To view the document you can click here or on any index field. On clicking KRYSTAL Viewer will open and document is displayed to the user. Bookmark Document: To bookmark the document for quick access in future, user can use this option Add to Document Set: User can add the document to existing Document Set using this action 23 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

30 of the document hit-list. Submit to Workflow: This option will help user to submit the document to an existing workflow process. If the document has already passed through the workflow process then it will not be submitted to same workflow again. Check Out Document: If revision control is enabled on the document class and user has permission to check-out the document for editing then this option will be available. User can check-out document on the local machine and can edit a check-in the document back to KRYSTAL DMS - Enterprise Edition. Once the document is checked out, no one except Administrator can check-in / check-out the document. Check In Document: If revision control is enabled on the document class and document is checked out and user has permission to check-in the document then this option will be available. User can check-in document from the local machine and can also update the indexes associated with the document. Cancel Check Out: User who has checked out the document can cancel the checkout using this action. Revision History: User can view complete revision history of the document by selecting this option from the action list. It displays complete details of whether the document was checked out or checked in, when and who performed the operation. Edit Indexes: To change the indexes associated with the document, users can use this option. Each edit operation is logged into KRYSTAL DMS - Enterprise Edition but the version no of the document does not get updated. Users will edit permission on the document class can only change the index values of the document. Move Document: User with edit permissions to document class can move the first revision of the document from one Document Class to another using this action. Delete Document: To delete the document from the repository use the delete document option from the action list. Download Document: User with download permissions can download the document on their desktop by clicking the action. Microsoft Office, Open Office, JPG, PNG, BMP, TIFF files are downloaded as read-only PDF documents. Share Document: User with permissions can share the document with others DMS users or external users by using this action. View Hotlinks: Document classes are linked with each other using the feature called Hotlinks. All documents related to the current document in other document classes can be accessed using the single click operation. Domain administrators can link more than one document class with each other using the common index fields of the document classes. 24 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

31 Document Tags: To add and view document tags, users can click on this menu item Notes: To add and view Notes users can click on this menu item Document Properties: All properties relating to the document can be viewed by clicking on to this action. Show Access History: Every action performed on the document is logged. Each read / writes / edits operation along with the user, time, IP address is logged. User can use this option to view the complete access history of the document. Access history also stores details like creation / updating / deletion of annotations on the document. View Document User can view the document by using this action. KRYSTAL Document Viewer will display the document from within the browser directly if it is supported. Otherwise document can be opened by native application installed on the logged in user s desktop. KRYSTAL Document Viewer is a JAVA based applet that enables users to perform a variety of imaging functions like zoom-in, zoom-out, rotate, annotate etc. Users can toggle the display of the thumbnails for each page of the document. If users have appropriate permissions then s/he can create annotations like highlights, blackout, sticky notes, rubber stamps, notes etc. 25 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

32 Bookmark Document User can bookmark the document for future retrieval and easy access. On clicking this action menu a popup will appear which will ask user to input the name for the bookmark as given below. On clicking the Save button; the document will be bookmarked in the My Workspace module of the EDMC. Add to Document Set KRYSTAL DMS - Enterprise Edition allows users to add a document to an existing Document Set. Document Sets allows users to group documents from various Document Classes and across Domains for easy access. Submit to Workflow Users can route a document through a workflow process using this action of the system. A document can be submitted to an existing Workflow Process using this option. If document is already processed using the Workflow Process then it cannot be submitted to the same process. Checkout Document KRYSTAL DMS - Enterprise Edition allows users to checkout and check-in documents in to repository. Users with check-out permissions can check out document from a document class by using the Check-out Option from the action list. The document is then downloaded on the local machine into a pre-defined path set by user in the preferences. 26 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

33 If revision control is enabled on the document class and if the document is not checked-out and if the logged in user has checkout permissions then s/he can check out the document to his/her desktop for modifications. The original document will not be edited / modified in the repository. Check in Document To check-in the document back into repository, users can use this feature of the system. 27 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

34 If document is checked out and if the user has check in privileges / permissions then and then only this action will be available on the document. User must select a document and define the version (Major / Minor) and submit the form to check in the document in the repository. Comments added while check in of the document will be considered as note on the document. Both, old and new version of the document will be available in repository for searching and access. Cancel Checkout User can cancel the checkout of the document by clicking on this action menu. The document will then be marked as available for checkout. This action of cancelling the checkout will be registered in Revision History of the document. The document will now be available to all again for editing by other users who have checkout permissions on the document class. Revision History For document classes with revision control enabled, this action menu is available. Users can view the complete revision history of the document by using this feature. Edit Indexes Users with write permissions can edit the indexes associated with the document. On clicking the Edit Indexes action, a new form with pre-populated index data will be displayed to the user. This action is available only if the document is not checked out by any user. If the document is checked out then this link will not be available to users of the system. Apart from index values users can also define the expiry date for the document using this feature of the system. 28 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

35 User can modify / edit these indexes and click on Update button to save the changes. Move Document Users with write /edit permissions can move document from one Document Class to another. User will be presented with a page which will allow user to select a Document Class to which the document needs to be moved to. On selecting the Document Class, all indexes from that class will be displayed to the user with matching indexes being populated from source Document Class. Only document the initial revision of the document can be moved from one document class to another. Any revision of document greater than 1.0 is not allowed to move from one class to another. 29 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

36 Delete Document Users with delete permissions can delete the document if the document is not checked out. On clicking the Delete Document action, a popup will appear for confirmation to delete the respective document. 30 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

37 On confirming the delete action, the document will be marked as deleted. Document will then move to Recycle Bin from where it can be restored or deleted permanently by the administrator user. Download Document User with write/edit permissions can download the document by clicking this action. On clicking this action the document will be downloaded on the logged in user s desktop. Share Document Document can be shared as an attachment in an by users who have permission or can be shared as a URL link. On clicking Share Document action a new page will be displayed to the user. 31 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

38 User must enter a valid address and provide the comments before sharing the document. The comments entered by the user will be added to the and sent to the address. Document Tags Document Tags are labels that you can add on documents to help you describe them. Unlike subjects in the metadata of the document, you don't have to choose tags in a closed list. You are free to apply the labels that describe the document best. Users can add any labels / tags on a document for quick and easy searching. Users can add and delete document tags created by him/her using this feature of the system. Administrator user can delete any tag applied by any user. 32 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

39 There is no limit on number of tags you can enter / applied on a document. Notes A Note is a type of annotation that can be put on the document and it remains throughout the life span of the document. Notes cannot be modified or deleted by users. Only Administrators can delete notes or the users who have created notes can delete it. Users can create public as well as private notes. Public Notes are available to all users to view, while private notes are available only to the user who has created these notes. 33 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

40 Unlike other annotations, notes are not based on the revisions of the document; it is available for all the revisions of the document. If document contains Note(s) then it is displayed in the center column of the Annotations column of the document hit list. To view the Note annotation click on notes icon associated with the document. Users can add and view Notes associated with the document using this feature of the system. On clicking the Notes link, a popup will be displayed to the user. Users can now choose about type of note they want to add on the document. Users can now add Public notes or Private Notes. User can add a note by using the form available on the popup. All other notes added by users will be displayed on the popup screen. The same action can be invoked by clicking on the Notes icon associated with the document on document hit list. This icon appears only when there are notes added on the document. 34 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

41 Document Properties All important properties of the document can be viewed using this feature of the system. All available document indexes are also listed here. Show Access History This feature displays a complete access history of the document by all users. It displays the action, username, IP address, date and time of the action, type of object, parameters and comments as given below. This action provides a complete Audit Log Details of the document, starting from the day it is created. Users will be able to track every activity performed on a particular document using this feature of the system. 35 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

42 Users can also filter the access history by date and time. User can click on Detailed History link to view the detailed access history of the document. Document Attachments On the document hit list, with each document if the document contains attachments then an icon is displayed to directly access the attachment. On clicking the attachment icon, list of attached document appears. On clicking the attachment title the attached document is displayed. Export Results Export to Excel Document Hit-list can be exported in excel format by clicking on Export to Excel button available below the document list. The resultant excel sheet will contain all matching records which are available in hit-list in Microsoft Office Excel 2007 format (.xlsx). 36 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

43 Export to PDF Document Hit-list can be exported in PDF format by clicking on Export to PDF button available below the document list. The resultant PDF will contain all matching records which are available in hit-list in PDF Format. All index information and document properties are available. DocViews (Document Views) DocViews are similar to the views made on database tables or can be used as saved searches. In this case the database tables are replaced by Document Classes. A snapshot of Document Class is known as a DocViews. 37 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

44 Just like database views, DocViews also provides a read only access to the selected Document Classes. Users with administrative privileges can create Public and Private DocViews. Normal users can create views which are Private and are accessible only by them. Users can access public DocViews created by administrator and his/her own private DocViews from DocViews section of My Workspace. DocViews can also be accessed from My Workspace -> DocViews menu from top navigation bar. User can perform various actions on the DocViews using this section of the EDMC. Create DocView To create a DocView, click on New DocView link on this page. Following steps are required for creation of DocView. STEP 1: Select Document Class In STEP 1 of the process, the user is asked to select at least one document class from the available Document Classes to create a DocView. 38 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

45 STEP 2: Select Document Indexes After selecting Document Class, user will be asked to select indexes from the selected document class. User can set search criteria at this stage for each of the index available in selected document class. STEP 3: Create DocView If the user has administrative privileges then option of creating a public DocView will be present for this user, otherwise the DocView will be private. User must enter all mandatory fields and click on the Save button to create the DocView. 39 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

46 The newly created DocView will appear under DocViews section of My Workspace. User can click on Open link to view all the documents qualified by the DocView or can use Search link to further refine the search of the documents. Public DocViews are accessible by all the users of the system. Private DocViews are only accessible to the logged in user. Administrator user can however manage all the DocViews. Delete DocViews Administrator or users who have created the DocView can delete a DocView by selecting the DocView and clicking on the Delete link associated with the DocView On clicking the Delete link, a confirmation is taken from the user and on confirming the delete operation DocView will be deleted from the system. DocView deleted once cannot be recovered. 40 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

47 Document Sets Document Sets allows users to group documents from various Document Classes across various domains for easy and quick access. Users can create any number of Document Sets and can store any number of documents in a particular Document Set. Users can access its own Document Sets directly from Document Sets section of My Workspace. Document Sets can also be accessed from My Workspace -> Document Sets menu from top navigation bar. New Document Set User can create a new Document Set by clicking on a New Document Set link available on the page. On clicking the link a form will be presented to the user. Here user needs to provide a unique name for a Document Set and brief description for the same. On clicking a SAVE button, Document Set will be added. The newly added Document Set is accessible immediately on the My Workspace under Document Sets section. 41 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

48 Open Document Set To view the documents in a Document Set, user can click on Open link associated with the Document Set. The resultant screen will be as given below. Users can view the document by clicking on the icon available on this screen. User can delete a document from the document set by clicking on document. icon associated with the Delete Document Set To delete a Document Set, user can click on Delete link associated with the Document Set. On clicking the link, confirmation is taken from the user for delete operation and on confirming the same, Document Set will be deleted from the system. Hotlinks Hotlinks features of the KRYSTAL DMS - Enterprise Edition allows administrator to link Document Classes with one another. Hotlinks allow users to view documents from linked classes in a single click. Hotlinks are available while viewing the document as well as under the action menu item of the document hit list. Users can view documents related to each other by using this feature of the system. Administrator can create any number of hotlinks for a particular Document Class. Users cannot create hotlinks but they can use hotlinks features to view documents which are linked with each other in other Document Classes. On clicking the Hotlinks menu item on the main menu of the application available hotlinks are displayed to the ADMINISTRATOR user. Users who have administrative privileges can access this feature. 42 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

49 Create Hotlink Administrator can create hotlinks by linking two Document Classes. Two classes must have a common index field in order to be linked with each other. For example an Invoice class has an index field called PO Number which is also available in the Purchase Order class. On clicking Add a Hotlink link on this screen, Administrator will be taken to a page which will allow him/her to create a hotlink. STEP 1: Select Document Class The system will fetch all the active document classes here. Administrator should select a document class in order to create a new hotlink. After selecting a Document Class, Administrator must click on NEXT button to continue. Matching indexes from both the classes will be displayed in next step. 43 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

50 STEP 2: Select Linked Document Class Now the system will automatically identify all the document classes which are available in the system having common indexes with the class selected in previous step. STEP 3: Select Index Administrator can select one index on which s/he wants to link the original Document Class with Hot-linked Document Class as given below. 44 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

51 After entering the name for the hotlink, user can click on Submit button to save the Hotlink. User must select one index on which s/he wants to link the two document classes. Edit Hotlink Currently the system does not support this functionality. In order to edit Hotlink, user must delete the existing hotlink and create a new hotlink. Delete Hotlink To delete a hotlink, Administrator user can click on Delete link associated with the hotlink record. On clicking the link a confirmation is taken, and on confirming the delete operation, hotlink is deleted from the system. Checked Out Documents Checked Out document can be accessed through My Workspace -> Document Classes -> Checked out Documents link. Here list of checked out document will be displayed to the user in tabular manner. 45 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

52 User can view document, view document properties, revision history by clicking on appropriate link associated with the checked-out document. This section also displays name of the document class, checkout path and date and time of the checkout along with actions to cancel the checkout or check in the document in the repository. Bookmarks Users can bookmark documents to retrieve the documents at later date in a single click. Users can have multiple bookmarks for multiple documents. User can manage all these bookmarks using this module of the system. To gain access to the bookmarks module, user can click on My Workspace -> Bookmarks link from the main menu of the system. Alternately, user can also click on Bookmarks title link available on the Bookmarks section of the My Workspace screen. 46 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

53 Rename Bookmark To rename a bookmark, user can click on Rename Bookmark link associated with the bookmark record. On clicking the link a popup will appear which will ask user to enter the new name for the existing bookmark. Once user enters the new name and click the Submit button, the bookmark will be renamed. The renamed bookmark also gets reflected on My Workspace module. Delete Bookmark To delete a bookmark user may click the Delete link associated with the bookmark. On clicking the link, a confirmation is taken and on confirming the delete operation, the bookmark is deleted from the system. 47 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

54 Workflow Every organization worldwide documents processes by which it conducts business. Each process comprises of activities performed by entities in a manner most efficient for an organization with the use of minimal resources. Each activity can parallel or sequential activity. Processes require superior process knowledge and tight supervision in a manual world. But as the complexity increases, so does the cost and labor. Process involving interaction between various division and departments, invariably involve extended completion time. KRYSTAL DMS Enterprise Edition Workflow Component tries to eliminate the deficiencies associated with a complex business process. It automates the management of activities and distribution of tasks to different entities. It monitors and schedules tasks over the life of a process. Each task can have an associated content in the form of document, information, issues, tasks, work orders bug/defect and reports. It has an inbuilt time mechanism which makes notification and escalation of tasks very efficient. KRYSTAL DMS Enterprise Edition Workflow Component consists of two basic parts; KRYSTAL DMS Enterprise Edition Workflow Modeling Component Modeling component enables analysts to define processes and activities and assign them to various performers including system users and groups. System activities can be configured to have an application which can exchange information with external systems. One can also define the interaction between various activities including use of triggers and notifications. Process is modeled using XPDL, a standard defined by The Workflow Management Coalition (WFMC). KRYSTAL DMS Enterprise Edition Workflow Execution Component The execution component provides an execution environment for the process designed by the modeling component. It also provides an interface for end-users for completing their tasks. The execution component can be seen as sitting on top of other systems in an organization often exchanging information with them. It is responsible for a number of functions like authorization, authentication, scheduling, monitoring, event processing, queues, prioritization, escalation, load balancing, and task termination and auditing. Work Queues Work Queues are represented by username, groups and roles to which user belong. Each queue consists of work items or work cases. If workflow access is enabled for a user then all the queues for users will appear on My Workspace module under Work Queues tab. 48 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

55 On clicking on the particular queue, work cases assigned to that queue will be displayed as a hit list. The size of hit list is restricted by user preferences. Workflow Cases / Workflow Tasks An executing instance of a Workflow model is called a Case or process instance or a Task. There may be multiple cases of a particular workflow model running simultaneously, however each of these is assumed to have an independent existence and they typically execute without reference to each other. Once the user has clicked the work queues, all the cases in that queue are displayed. User can view the case by clicking on action and then selecting option. This will open the workflow case. 49 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

56 The workflow case displays the details of the task on the left panel with a button that allows user to view the associated document. User can take action on the form displayed on the left panel. If user closes the window without making any changes or taking any action then the case is locked by system. Only user with administrative privileges can unlock the case. Completed Instances Completed Instances section is only available to the Administrator types of the user. This section displays all the Workflow Process Templates to which users have access permissions. On clicking on the particular Workflow Process Template Name, all Completed Instances / Work Cases are displayed to the user in tabular manner as given below. 50 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

57 Tasks Tasks module allows users of KRYSTAL DMS - Enterprise Edition to create and assign tasks to themselves or to other users of the system. Tasks assigned to or assigned by the logged in user are displayed on the Tasks section of the My Workspace module. Users can view all tasks assigned to him/her or assigned by him/her by clicking on My Workspace - >Tasks menu on the top navigation bar. In this page all the tasks assigned to or assigned by the logged in user are displayed. If user has assigned the task or user is an administrator then s/he will have option to edit or delete the same. View & Edit Task To view and edit the details of the task, users can click on the View link associated with the task. 51 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

58 If the Task is assigned to the user then s/he can edit the task details on the same screen and can save the modifications by clicking on to SAVE button. Add Task To add Task, user can click on Add a Task link on the top of the Task list. A form will be displayed to the user with following details. Task Title Due Date Task Status Start Date Priority % Complete Task Details Category Assigned To After entering all mandatory data user should click on SAVE button to add / assign the task. 52 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

59 Delete Task To delete a task user may click the Delete link associated with the task record. On clicking the link a confirmation is taken and on confirming the delete operation, the task is deleted from the system. Events Users can view all events by clicking on My Workspace -> Events menu on the top navigation bar. In this page all available events are displayed to the user. If user has published / created an event or user is an administrator then s/he will have option to edit or delete the same. View Event To view the details of the event, users can click on the View link associated with the event record. 53 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

60 Add Event To add / publish an Event, user can click on Add an Event link on the top of the Event list. A form will be displayed to the user with following details. Event Title Event Date Event Details After entering all mandatory data user should click on SAVE button to add / publish the Event. Edit Event On clicking Edit link associated with event, a pre-populated form is displayed to the user. User can modify / edit required details and can click on Update button to save the changes. 54 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

61 Delete Event To delete an event user may click the Delete link associated with the event record. On clicking the link a confirmation is taken and on confirming the delete operation the event is deleted from the system. Announcements User can view all the announcements by clicking on My Workspace -> Announcements menu on top navigation bar. In this module all the available announcements are displayed to the user. If user has created the announcement or user is an administrator then s/he will have option to edit the announcement or delete the announcement. View Announcement To view an announcement, user can click on View link associated with announcement record. 55 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

62 Add Announcement To add an announcement, user can click on Add an Announcement link on the top of the Announcement list. Here a form is presented to the user to enter following details. Announcement Title Announcement Details Expiry Date After entering all mandatory data user should click on Save button to save the announcement. Edit Announcement On clicking Edit link associated with Announcement Record, a pre-populated form is displayed to the user. User can modify / edit required details and can click on Update button to save the changes. 56 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

63 Delete Announcement To delete the announcement user may click the Delete link associated with the announcement. On clicking the link a confirmation is taken and on confirming the delete operation the announcement is deleted from the system. Discussions Users can view all discussions by clicking on My Workspace -> Discussions menu on top navigation In this module all the available discussions are displayed to the user. If user has started / created the discussion topic or user is an administrator then s/he will have option to edit the discussion or delete the same. View Discussion To view the details of the discussion, users can click on the View link associated with the discussion record. Here user can post his/her opinion on the discussion. All postings by other users are also displayed in this module of the system. 57 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

64 User can enter a comment / posting for the current discussion and click on the SUBMIT button to post a comment on a discussion. Add Discussion To add / start a discussion, user can click on Add a Discussion link on the top of the Discussions list. A form will be displayed to the user with following details. Discussion Title Discussion Details 58 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

65 After entering all mandatory data user should click on SAVE button to save / start the discussion. Edit Discussion On clicking Edit link associated with discussion, a pre-populated form is displayed to the user. User can modify / edit required details and can click on Update button to save the changes. Delete Discussion To delete the discussion user may click the Delete link associated with the discussion. On clicking the link a confirmation is taken and on confirming the delete operation the discussions is deleted from the system. Utilities This section details Utilities available to the user of KRYSTAL DMS - Enterprise Edition. Search Notes Users can use Search Notes utility from My Workspace module to search notes by particular user, on particular document class. Users can search notes by clicking on Search Notes link under Utilities section of My Workspace module or by using My Workspace -> Search Notes menu from top navigation bar. 59 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

66 User need to enter search text and select at least one document class and at least one user to perform the search. On clicking the Search button, matching records are displayed to the user as depicted below. Here user can view the document on which note is posted by clicking on View Document link. Administrators can delete the note by clicking on Delete Note link associated with the note. 60 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

67 View Exception Logs Exceptions occurred during the current session of the user can be viewed using this module of the system. Users can view exception logs by clicking on View Exception Logs link under Utilities section of My Workspace module or by clicking on My Workspace -> View Exception Logs menu on top navigation bar. As shown below, this module will display Exception Title and Date time when the exception has occurred. View Exception Details To view details of the exception user can click on Exception Title or Date time. Here following details are displayed for each exception. Exception Title Exception Date Time Exception Details 61 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

68 My Profile The My Profile menu item allows users to manage their profile information. Users can use following menu items. Preferences Change Password Change User Logout Preferences Users of KRYSTAL DMS - Enterprise Edition can customize various settings for the application using this module. This module allows user to set system preferences. User can define settings for hit-list size, hits columns, checkout path etc here. User can turn-on or turnoff the hit list columns and thumbnails in document viewer. 62 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

69 To save these preferences user should click on SAVE button. The preferences will take effect immediately for the user in current logged in session. Change Password Change password utility will help user to change his / her password. On clicking Change Password link on Utilities section of My Workspace module or by clicking on My Workspace -> Change Password menu on top navigation bar a popup will be displayed to user for changing the password. The password must match following criteria. Must of 8 character or more in length Must contain at least one UPPER CASE letter Must contain at least one LOWER CASE letter Must contain at least one NUMERIC character Must contain at least one SPECIAL character Only if the current password is matching with the user s current password and new password and confirm password are same and at least 8 characters in length then it will be changed by clicking on the Submit button. Change User Change user menu item is available only when the Automatic sign on is enabled in the system. On clicking the Change user menu item, user s session is terminated and login details saved in the client browsers cookies is destroyed permanently and user is redirected to successful logout page. To gain access to the system, user must enter his/her credentials. 63 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

70 Logout To logout from the system, users can use this menu item under My Profile menu of the system. On click of the logout menu, confirmation is taken from the user and on confirming the action user is logged out from the system and appropriate message is displayed to the user. To gain access to the system, user must enter his/her credentials. 64 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

71 KRYSTAL Document Viewer Documents in KRYSTAL DMS - Enterprise Edition are viewed using KRYSTAL Document Viewer. The KRYSTAL Document Viewer comes bundled with KRYSTAL DMS - Enterprise Edition system. The KRYSTAL - Document Viewer provides following functionalities to the users. Zoom In / Zoom Out Rotate Document Annotations o Blackout o Highlight o Stick Notes o Notes o Rubber Stamps Print Document Document 65 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

72 If document format is not supported by KRYSTAL - Document Viewer then it will allow user to view the document in its native application installed on clients desktop. Document Attachments Certain documents cannot be classified in document classes as they are supporting documents for a specific document. Such files / images / documents can be added as an attachment to a document. View Attachment Users can view attachment by clicking on the attachment title on the attachment list page or by clicking on the attachment title tab available on document window. While viewing a document, user gets an option to add attachment to the document. User can click on the attachment tab associated with the document to manage attachments for the document. 66 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

73 Administrators can remove these attachments by using remove icon attachment. associated with the Add Attachment On clicking Attachments tab associated with a document, list of attachments are displayed to the user along with option to add attachment. User can select the document / file to be added as attachment and can provide the title for the attachment along with keywords. On click of Add Attachment document will be stored in repository and marked as an attachment to the current document. The attachment list is also updated immediately. Administrators can remove these attachments by using remove icon associated with the attachment. Remove Attachment Administrators can remove attachment from a document using this feature of the system. On clicking the remove icon a confirmation is taken from the user and on confirming the delete operation the attachment is removed from the document. Document Tags Document Tags are labels that you can add on documents to help you describe them. Unlike subjects in the metadata of the document, you don't have to choose tags in a closed list. You are free to apply the labels that describe the document best. Add Document Tag Users, who have read permissions on a document class, can add any number of tags by adding the label in Document Tag field and click on Submit button given. 67 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

74 Remove Document Tag User can delete a document tag by clicking on delete icon associated with the tag. Users can delete only tags which are added by him/her. A confirmation is taken on delete operation and on confirmation the tag will be removed from the system. 68 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

75 Forgot Password This module allows users to gain access to their password. Users can enter their Username and registered id to gain access to their password. On submitting the details if the details are valid then KRYSTAL DMS - Enterprise Edition will generate a new password and send the password to the registered address ( ID) of the user. 69 P a g e h t t p : / / w hw tw t p. k: / r / yws wt aw l. dkm r s y s. itn

DCA. Document Control & Archiving USER S GUIDE

DCA. Document Control & Archiving USER S GUIDE DCA Document Control & Archiving USER S GUIDE Decision Management International, Inc. 1111 Third Street West Suite 250 Bradenton, FL 34205 Phone 800-530-0803 FAX 941-744-0314 www.dmius.com Copyright 2002,

More information

SAP BusinessObjects Business Intelligence Platform Document Version: 4.1 Support Package 5-2014-11-06. Business Intelligence Launch Pad User Guide

SAP BusinessObjects Business Intelligence Platform Document Version: 4.1 Support Package 5-2014-11-06. Business Intelligence Launch Pad User Guide SAP BusinessObjects Business Intelligence Platform Document Version: 4.1 Support Package 5-2014-11-06 Business Intelligence Launch Pad User Guide Table of Contents 1 Document history....7 2 Getting started

More information

InstaFile. Complete Document management System

InstaFile. Complete Document management System InstaFile Complete Document management System Index : About InstaFile 1.1 What is InstaFile 1.2 How does it work 1.3 Where you can use InstaFile 1.4 Why only InstaFile InstaFile features and benefits Start

More information

Strategic Asset Tracking System User Guide

Strategic Asset Tracking System User Guide Strategic Asset Tracking System User Guide Contents 1 Overview 2 Web Application 2.1 Logging In 2.2 Navigation 2.3 Assets 2.3.1 Favorites 2.3.3 Purchasing 2.3.4 User Fields 2.3.5 History 2.3.6 Import Data

More information

EMC Documentum Webtop

EMC Documentum Webtop EMC Documentum Webtop Version 6.5 User Guide P/N 300 007 239 A01 EMC Corporation Corporate Headquarters: Hopkinton, MA 01748 9103 1 508 435 1000 www.emc.com Copyright 1994 2008 EMC Corporation. All rights

More information

WatchDox Administrator's Guide. Application Version 3.7.5

WatchDox Administrator's Guide. Application Version 3.7.5 Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals

More information

Administration Guide. WatchDox Server. Version 4.8.0

Administration Guide. WatchDox Server. Version 4.8.0 Administration Guide WatchDox Server Version 4.8.0 Published: 2015-11-01 SWD-20151101091846278 Contents Introduction... 7 Getting started... 11 Signing in to WatchDox... 11 Signing in with username and

More information

System Administration Training Guide. S100 Installation and Site Management

System Administration Training Guide. S100 Installation and Site Management System Administration Training Guide S100 Installation and Site Management Table of contents System Requirements for Acumatica ERP 4.2... 5 Learning Objects:... 5 Web Browser... 5 Server Software... 5

More information

User s Guide For Department of Facility Services

User s Guide For Department of Facility Services Doc s File Server User s Guide For Department of Facility Services For Ver : 7.2.88.1020 Rev : 1_05-27-2011 Created by : Elliott Jeyaseelan 2 Table of Contents SERVER LOGIN & AUTHENTICATION REQUIREMENTS

More information

Novell ZENworks Asset Management 7.5

Novell ZENworks Asset Management 7.5 Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...

More information

Business Internet Fax service from Bell User Guide

Business Internet Fax service from Bell User Guide Business Internet Fax service from Bell User Guide Table of contents Getting Started 3 Send and receive faxes through your email management software 3 Send a fax 3 Receive a fax 3 Internet Fax Management

More information

The All-In-One Browser-Based Document Management Solution

The All-In-One Browser-Based Document Management Solution The All-In-One Browser-Based Document Management Solution General Overview of Content Central Content Central sets the standard for document management and workflow solutions. Users access and interact

More information

Version 1.0 January 2011. Xerox Phaser 3635MFP Extensible Interface Platform

Version 1.0 January 2011. Xerox Phaser 3635MFP Extensible Interface Platform Version 1.0 January 2011 Xerox Phaser 3635MFP 2011 Xerox Corporation. XEROX and XEROX and Design are trademarks of Xerox Corporation in the United States and/or other countries. Changes are periodically

More information

econtrol 3.5 for Active Directory & Exchange Administrator Guide

econtrol 3.5 for Active Directory & Exchange Administrator Guide econtrol 3.5 for Active Directory & Exchange Administrator Guide This Guide Welcome to the econtrol 3.5 for Active Directory and Exchange Administrator Guide. This guide is for system administrators and

More information

DocuShare User Guide

DocuShare User Guide DocuShare User Guide Publication date: April 2011 This document supports DocuShare Release 6.6.1 Prepared by: erox Corporation DocuShare Business Unit 3400 Hillview Avenue Palo Alto, California 94304 USA

More information

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts... Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...

More information

Quick start. A project with SpagoBI 3.x

Quick start. A project with SpagoBI 3.x Quick start. A project with SpagoBI 3.x Summary: 1 SPAGOBI...2 2 SOFTWARE DOWNLOAD...4 3 SOFTWARE INSTALLATION AND CONFIGURATION...5 3.1 Installing SpagoBI Server...5 3.2Installing SpagoBI Studio and Meta...6

More information

WebSphere Business Monitor

WebSphere Business Monitor WebSphere Business Monitor Dashboards 2010 IBM Corporation This presentation should provide an overview of the dashboard widgets for use with WebSphere Business Monitor. WBPM_Monitor_Dashboards.ppt Page

More information

1. Digital Asset Management User Guide... 2 1.1 Digital Asset Management Concepts... 2 1.2 Working with digital assets... 4 1.2.1 Importing assets in

1. Digital Asset Management User Guide... 2 1.1 Digital Asset Management Concepts... 2 1.2 Working with digital assets... 4 1.2.1 Importing assets in 1. Digital Asset Management User Guide....................................................... 2 1.1 Digital Asset Management Concepts.................................................... 2 1.2 Working with

More information

3 C i t y C e n t e r D r i v e S u i t e 7 0 0 S t. L o u i s, MO 6 3 1 4 1 w w w. k n o w l e d g e l a k e. c o m P a g e 3

3 C i t y C e n t e r D r i v e S u i t e 7 0 0 S t. L o u i s, MO 6 3 1 4 1 w w w. k n o w l e d g e l a k e. c o m P a g e 3 The proposed solution utilizes Microsoft SharePoint as the foundation platform. Microsoft SharePoint is a powerful portal solution that provides a single point of access to people, teams, knowledge, and

More information

Desktop Fax. Administration and Fax Management User Guide

Desktop Fax. Administration and Fax Management User Guide Desktop Fax Administration and Fax Management User Guide Table of Contents Welcome to Desktop Fax... 0 Desktop Fax Management... 0 Login to Desktop Fax... 1 Navigation... 1 Getting Started with Desktop

More information

IBM Information Server

IBM Information Server IBM Information Server Version 8 Release 1 IBM Information Server Administration Guide SC18-9929-01 IBM Information Server Version 8 Release 1 IBM Information Server Administration Guide SC18-9929-01

More information

NETWRIX EVENT LOG MANAGER

NETWRIX EVENT LOG MANAGER NETWRIX EVENT LOG MANAGER ADMINISTRATOR S GUIDE Product Version: 4.0 July/2012. Legal Notice The information in this publication is furnished for information use only, and does not constitute a commitment

More information

Reference Guide for WebCDM Application 2013 CEICData. All rights reserved.

Reference Guide for WebCDM Application 2013 CEICData. All rights reserved. Reference Guide for WebCDM Application 2013 CEICData. All rights reserved. Version 1.2 Created On February 5, 2007 Last Modified August 27, 2013 Table of Contents 1 SUPPORTED BROWSERS... 3 1.1 INTERNET

More information

Microsoft SharePoint is provided by Information Services for staff in Aberystwyth University.

Microsoft SharePoint is provided by Information Services for staff in Aberystwyth University. USING SHAREPOINT E-Services and Communications, Information Services, Aberystwyth University CONTENTS This document shows you how to: Access SharePoint Use your personal My Site area to try out features

More information

Alfresco Online Collaboration Tool

Alfresco Online Collaboration Tool Alfresco Online Collaboration Tool USER MANUAL BECOMING FAMILIAR WITH THE USER INTERFACE... 4 MY DASHBOARD... 4 MY PROFILE... 6 VIEWING YOUR FULL PROFILE... 6 EDITING YOUR PROFILE... 7 CHANGING YOUR PASSWORD...

More information

CTERA Agent for Linux

CTERA Agent for Linux User Guide CTERA Agent for Linux September 2013 Version 4.0 Copyright 2009-2013 CTERA Networks Ltd. All rights reserved. No part of this document may be reproduced in any form or by any means without written

More information

RingStor User Manual. Version 2.1 Last Update on September 17th, 2015. RingStor, Inc. 197 Route 18 South, Ste 3000 East Brunswick, NJ 08816.

RingStor User Manual. Version 2.1 Last Update on September 17th, 2015. RingStor, Inc. 197 Route 18 South, Ste 3000 East Brunswick, NJ 08816. RingStor User Manual Version 2.1 Last Update on September 17th, 2015 RingStor, Inc. 197 Route 18 South, Ste 3000 East Brunswick, NJ 08816 Page 1 Table of Contents 1 Overview... 5 1.1 RingStor Data Protection...

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... 11 Raising a Service Request... 12 Edit the Service Request...

More information

Audit Management Reference

Audit Management Reference www.novell.com/documentation Audit Management Reference ZENworks 11 Support Pack 3 February 2014 Legal Notices Novell, Inc., makes no representations or warranties with respect to the contents or use of

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

FileMaker Server 13. FileMaker Server Help

FileMaker Server 13. FileMaker Server Help FileMaker Server 13 FileMaker Server Help 2010-2013 FileMaker, Inc. All Rights Reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker and Bento are trademarks of FileMaker,

More information

Scheduling Software User s Guide

Scheduling Software User s Guide Scheduling Software User s Guide Revision 1.12 Copyright notice VisualTime is a trademark of Visualtime Corporation. Microsoft Outlook, Active Directory, SQL Server and Exchange are trademarks of Microsoft

More information

Novell Linux Desktop. Getting Started

Novell Linux Desktop. Getting Started Novell Linux Desktop NLD KDE QUICK START Getting Started Novell Linux Desktop (NLD) provides the tools that Linux* users require in their daily activities. It interfaces with the Linux system to access

More information

Fax User Guide 07/31/2014 USER GUIDE

Fax User Guide 07/31/2014 USER GUIDE Fax User Guide 07/31/2014 USER GUIDE Contents: Access Fusion Fax Service 3 Search Tab 3 View Tab 5 To E-mail From View Page 5 Send Tab 7 Recipient Info Section 7 Attachments Section 7 Preview Fax Section

More information

HR Onboarding Solution

HR Onboarding Solution HR Onboarding Solution Installation and Setup Guide Version: 3.0.x Compatible with ImageNow Version: 6.7.x Written by: Product Documentation, R&D Date: November 2014 2014 Perceptive Software. All rights

More information

SAS Business Data Network 3.1

SAS Business Data Network 3.1 SAS Business Data Network 3.1 User s Guide SAS Documentation The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2014. SAS Business Data Network 3.1: User's Guide. Cary,

More information

Business 360 Online - Product concepts and features

Business 360 Online - Product concepts and features Business 360 Online - Product concepts and features Version November 2014 Business 360 Online from Software Innovation is a cloud-based tool for information management. It helps you to work smarter with

More information

SourceAnywhere Service Configurator can be launched from Start -> All Programs -> Dynamsoft SourceAnywhere Server.

SourceAnywhere Service Configurator can be launched from Start -> All Programs -> Dynamsoft SourceAnywhere Server. Contents For Administrators... 3 Set up SourceAnywhere... 3 SourceAnywhere Service Configurator... 3 Start Service... 3 IP & Port... 3 SQL Connection... 4 SourceAnywhere Server Manager... 4 Add User...

More information

NETWRIX USER ACTIVITY VIDEO REPORTER

NETWRIX USER ACTIVITY VIDEO REPORTER NETWRIX USER ACTIVITY VIDEO REPORTER ADMINISTRATOR S GUIDE Product Version: 1.0 January 2013. Legal Notice The information in this publication is furnished for information use only, and does not constitute

More information

User Guide. Version R91. English

User Guide. Version R91. English AuthAnvil User Guide Version R91 English August 25, 2015 Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept EULATOS as updated from

More information

VPN Web Portal Usage Guide

VPN Web Portal Usage Guide VPN Web Portal Usage Guide Table of Contents WHAT IS VPN WEB CLIENT 4 SUPPORTED WEB BROWSERS 4 LOGGING INTO VPN WEB CLIENT 5 ESTABLISHING A VPN CONNECTION 6 KNOWN ISSUES WITH MAC COMPUTERS 6 ACCESS INTRANET

More information

PORTAL ADMINISTRATION

PORTAL ADMINISTRATION 1 Portal Administration User s Guide PORTAL ADMINISTRATION GUIDE Page 1 2 Portal Administration User s Guide Table of Contents Introduction...5 Core Portal Framework Concepts...5 Key Items...5 Layouts...5

More information

SAP BusinessObjects Business Intelligence Platform Document Version: 4.1 Support Package 3-2014-04-03. Business Intelligence Launch Pad User Guide

SAP BusinessObjects Business Intelligence Platform Document Version: 4.1 Support Package 3-2014-04-03. Business Intelligence Launch Pad User Guide SAP BusinessObjects Business Intelligence Platform Document Version: 4.1 Support Package 3-2014-04-03 Business Intelligence Launch Pad User Guide Table of Contents 1 Document history....7 2 Getting started....9

More information

DiskPulse DISK CHANGE MONITOR

DiskPulse DISK CHANGE MONITOR DiskPulse DISK CHANGE MONITOR User Manual Version 7.9 Oct 2015 www.diskpulse.com info@flexense.com 1 1 DiskPulse Overview...3 2 DiskPulse Product Versions...5 3 Using Desktop Product Version...6 3.1 Product

More information

User Guide to the Content Analysis Tool

User Guide to the Content Analysis Tool User Guide to the Content Analysis Tool User Guide To The Content Analysis Tool 1 Contents Introduction... 3 Setting Up a New Job... 3 The Dashboard... 7 Job Queue... 8 Completed Jobs List... 8 Job Details

More information

WatchDox for Mac User Guide

WatchDox for Mac User Guide WatchDox for Mac User Guide Version 2.3.0 Confidentiality This document contains confidential material that is proprietary to WatchDox. The information and ideas herein may not be disclosed to any unauthorized

More information

System Administration Training Guide. S125 Document Management

System Administration Training Guide. S125 Document Management System Administration Training Guide S125 Document Management Table of contents Certification Course Prerequisites... 4 Document Management... 6 Learning Objects:... 6 Wiki... 6 Wiki Article Approval...

More information

SHAREPOINT 2010 FOUNDATION FOR END USERS

SHAREPOINT 2010 FOUNDATION FOR END USERS SHAREPOINT 2010 FOUNDATION FOR END USERS WWP Training Limited Page i SharePoint Foundation 2010 for End Users Fundamentals of SharePoint... 6 Accessing SharePoint Foundation 2010... 6 Logging in to your

More information

Advanced Event Viewer Manual

Advanced Event Viewer Manual Advanced Event Viewer Manual Document version: 2.2944.01 Download Advanced Event Viewer at: http://www.advancedeventviewer.com Page 1 Introduction Advanced Event Viewer is an award winning application

More information

Service Desk Plus: User Guide

Service Desk Plus: User Guide Service Desk Plus: User Guide Introduction ManageEngine ServiceDesk Plus is comprehensive help desk and asset management software that provides help desk agents and IT managers, an integrated console to

More information

ACR Triad Web Client. User s Guide. Version 2.5. 20 October 2008. American College of Radiology 2007 All rights reserved.

ACR Triad Web Client. User s Guide. Version 2.5. 20 October 2008. American College of Radiology 2007 All rights reserved. ACR Triad Web Client Version 2.5 20 October 2008 User s Guide American College of Radiology 2007 All rights reserved. CONTENTS ABOUT TRIAD...3 USER INTERFACE...4 LOGIN...4 REGISTER REQUEST...5 PASSWORD

More information

Does the GC have an online document management solution?

Does the GC have an online document management solution? This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create

More information

http://www.trendmicro.com/download

http://www.trendmicro.com/download Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice. Before installing and using the software, please review the readme files,

More information

USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM

USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM USERS MANUAL FOR OWL A DOCUMENT REPOSITORY SYSTEM User Manual Table of Contents Introducing OWL...3 Starting to use Owl...4 The Logging in page...4 Using the browser...6 Folder structure...6 Title Bar...6

More information

1. Digital Asset Management User Guide... 2 1.1 Digital Asset Management Concepts... 2 1.2 Working with digital assets... 4 1.2.1 Importing assets in

1. Digital Asset Management User Guide... 2 1.1 Digital Asset Management Concepts... 2 1.2 Working with digital assets... 4 1.2.1 Importing assets in 1. Digital Asset Management User Guide........................................................................... 2 1.1 Digital Asset Management Concepts........................................................................

More information

PUBLIC Model Manager User Guide

PUBLIC Model Manager User Guide SAP Predictive Analytics 2.4 2015-11-23 PUBLIC Content 1 Introduction....4 2 Concepts....5 2.1 Roles....5 2.2 Rights....6 2.3 Schedules....7 2.4 Tasks.... 7 3....8 3.1 My Model Manager....8 Overview....

More information

NetWrix File Server Change Reporter. Quick Start Guide

NetWrix File Server Change Reporter. Quick Start Guide NetWrix File Server Change Reporter Quick Start Guide Introduction... 3 Product Features... 3 Licensing... 3 How It Works... 4 Getting Started... 5 System Requirements... 5 Setup... 5 Additional Considerations...

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

CTERA Portal Datacenter Edition

CTERA Portal Datacenter Edition Administrator Guide CTERA Portal Datacenter Edition November 2013 Version 4.0 Copyright 2009-2013 CTERA Networks Ltd. All rights reserved. No part of this document may be reproduced in any form or by any

More information

Introduction to edocs

Introduction to edocs Introduction to edocs This document provides instructions for using the basic features of edocs, UIS document management system. edocs comes with an extensive built-in help feature, which provides more

More information

WatchDox for Windows User Guide. Version 3.9.0

WatchDox for Windows User Guide. Version 3.9.0 Version 3.9.0 Notice Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals or

More information

CTERA Agent for Mac OS-X

CTERA Agent for Mac OS-X User Guide CTERA Agent for Mac OS-X September 2013 Version 4.0 Copyright 2009-2013 CTERA Networks Ltd. All rights reserved. No part of this document may be reproduced in any form or by any means without

More information

Oracle Government Financials Viewing Attachments & Invoice Approvals

Oracle Government Financials Viewing Attachments & Invoice Approvals Oracle Government Financials Viewing Attachments & Invoice Approvals 1 What is MarkView A suite of products that work in conjunction with existing processes and products to streamline and support various

More information

Recruitment Management System (RMS) User Manual

Recruitment Management System (RMS) User Manual Recruitment Management System (RMS) User Manual Contents Chapter 1 What is Recruitment Management System (RMS)? 2 Chapter 2 Login/ Logout RMS Chapter 3 Post Jobs Chapter 4 Manage Jobs Chapter 5 Manage

More information

User Manual. Document Management System

User Manual. Document Management System User Manual Document Management System Version 1.0 1 of 23 Table of Contents 1. Introduction... 4 2. Objective... 4 3. Login to E-Governance System... 4 4. Document Management System (DMS) in E-Governance

More information

nopcommerce User Guide

nopcommerce User Guide nopcommerce User Guide Open source ecommerce solution Version 1.90 Copyright Notice Information in this document, including URL and other Internet Web site references, is subject to change without notice.

More information

OpenIMS 4.2. Document Management Server. User manual

OpenIMS 4.2. Document Management Server. User manual OpenIMS 4.2 Document Management Server User manual OpenSesame ICT BV Index 1 INTRODUCTION...4 1.1 Client specifications...4 2 INTRODUCTION OPENIMS DMS...5 2.1 Login...5 2.2 Language choice...5 3 OPENIMS

More information

Banner Document Management Suite (BDMS) Web Access Help

Banner Document Management Suite (BDMS) Web Access Help May 10 th, 2011 Banner Document Management Suite (BDMS) Web Access Help Division of Information Technology AppXtender Web Access Help: For questions regarding AppXtender Web Access, please contact the

More information

Cloudfinder for Office 365 User Guide. November 2013

Cloudfinder for Office 365 User Guide. November 2013 1 Contents Getting started with Cloudfinder for Office 365 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting the Admin Impersonation... 4 Initial backup... 7 Inside

More information

Last Revised: 2/16/2010. Microsoft Office SharePoint 2007 User Guide

Last Revised: 2/16/2010. Microsoft Office SharePoint 2007 User Guide Last Revised: 2/16/2010 Microsoft Office SharePoint 2007 User Guide Table of Contents OVERVIEW...3 Accessing SharePoint Site...4 Document Library...5 Viewing a File...5 Uploading File(s)...8 Check Document

More information

rat Comodo One Software Version 1.0 Administrator Guide Guide Version 1.0.071315 Comodo Security Solutions 1255 Broad Street Clifton, NJ 07013

rat Comodo One Software Version 1.0 Administrator Guide Guide Version 1.0.071315 Comodo Security Solutions 1255 Broad Street Clifton, NJ 07013 rat Comodo One Software Version 1.0 Administrator Guide Guide Version 1.0.071315 Comodo Security Solutions 1255 Broad Street Clifton, NJ 07013 Table of Contents 1 Introduction to Comodo One... 3 2 Signing

More information

CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM. User Guide

CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM. User Guide CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM User Guide Revision D Issued July 2014 Table of Contents About CRM Migration Manager... 4 System Requirements... 5 Operating Systems... 5 Dynamics

More information

ImageNow Report Library Catalog

ImageNow Report Library Catalog ImageNow Report Library Catalog Business Insight Version: 6.6.x Written by: Product Documentation, R&D Date: February 2012 ImageNow and CaptureNow are registered trademarks of Perceptive Software, Inc.

More information

ADMINISTRATOR GUIDE VERSION

ADMINISTRATOR GUIDE VERSION ADMINISTRATOR GUIDE VERSION 4.0 2014 Copyright 2008 2014. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical, for any purpose

More information

Batch Scanning. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2011 Ingenix. All rights reserved.

Batch Scanning. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2011 Ingenix. All rights reserved. 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2011 Ingenix. All rights reserved. Updated: December 13, 2011 Table of Contents 1 Batch Scanning... 1 1.1 Installing the CareTracker Client...

More information

Working With Your FTP Site

Working With Your FTP Site Working With Your FTP Site Welcome to your FTP Site! The UnlimitedFTP (UFTP) software will allow you to run from any web page using Netscape, Internet Explorer, Opera, Mozilla or Safari browsers. It can

More information

AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request...

AdventNet ManageEngine SupportCenter Plus :: User Guide. Table Of Contents INTRODUCTION... 3 REQUEST... 4. Creating a New Request... Table Of Contents INTRODUCTION... 3 REQUEST... 4 Creating a New Request... 5 Quick Create...5 Contact Details...5 Classifying Request Category...5 Prioritizing Request...6 Describe Request...6 Add Attachments

More information

Advanced Service Design

Advanced Service Design vcloud Automation Center 6.0 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions

More information

ImageNow User Getting Started Guide

ImageNow User Getting Started Guide ImageNow User Getting Started Guide Version: 6.6.x Written by: Product Documentation, R&D Date: February 2011 ImageNow and CaptureNow are registered trademarks of Perceptive Software, Inc. All other products

More information

USER GUIDE for Google Apps VERSION 3, JUNE 2014

USER GUIDE for Google Apps VERSION 3, JUNE 2014 USER GUIDE for Google Apps VERSION 3, JUNE 2014 Contents 3 Introduction to Backupify 4 Quick-start guide 5 Administration 5 Logging in 6 Administrative dashboard 7 Header: switching domains or services

More information

WatchDox SharePoint Beta Guide. Application Version 1.0.0

WatchDox SharePoint Beta Guide. Application Version 1.0.0 Application Version 1.0.0 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals

More information

Maximizing ROI on Test and Durability

Maximizing ROI on Test and Durability Maximizing ROI on Test and Durability Product Details Product Overview: ncode Automation is a complete environment for automated data storage, analysis and reporting. It also provides a web-based collaborative

More information

USING DOCUWARE TO MANAGE WORKFORCE SOLUTIONS FILES CAREER OFFICE

USING DOCUWARE TO MANAGE WORKFORCE SOLUTIONS FILES CAREER OFFICE USING DOCUWARE TO MANAGE WORKFORCE SOLUTIONS FILES CAREER OFFICE Using DocuWare to Manage Workforce Solutions Files Workforce Solutions 2015 Version 1.1, 3/17/15 Workforce Solutions is an equal opportunity

More information

Sisense. Product Highlights. www.sisense.com

Sisense. Product Highlights. www.sisense.com Sisense Product Highlights Introduction Sisense is a business intelligence solution that simplifies analytics for complex data by offering an end-to-end platform that lets users easily prepare and analyze

More information

LogMeIn Network Console Version 8 Getting Started Guide

LogMeIn Network Console Version 8 Getting Started Guide LogMeIn Network Console Version 8 Getting Started Guide April 2007 1. About the Network Console... 2 2. User Interface...2 3. Quick Start... 2 4. Network & Subnet Scans...3 5. Quick Connect...3 6. Operations...

More information

State of Ohio DMS Solution for Personnel Records Training

State of Ohio DMS Solution for Personnel Records Training State of Ohio DMS Solution for Personnel Records Training 1 Contents LOGGING IN AND THE BASICS... 3 LOGGING INTO THE DMS... 3 NAVIGATING THE UNITY CLIENT... 4 CREATING PERSONAL PAGES... 6 ADDING WEB LINKS

More information

SOFT FLOW 2012 PRODUCT OVERVIEW

SOFT FLOW 2012 PRODUCT OVERVIEW SOFT FLOW 2012 PRODUCT OVERVIEW Copyright 2010-2012 Soft Click 1 About Soft Flow Platform Welcome to Soft Flow, the most flexible and easiest to use document management and business process management

More information

ImageNow User. Getting Started Guide. ImageNow Version: 6.7. x

ImageNow User. Getting Started Guide. ImageNow Version: 6.7. x ImageNow User Getting Started Guide ImageNow Version: 6.7. x Written by: Product Documentation, R&D Date: June 2012 2012 Perceptive Software. All rights reserved CaptureNow, ImageNow, Interact, and WebNow

More information

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG... Table of Contents INTRODUCTION...2 HOME PAGE...3 Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...12 REQUEST...14 Request List View... 15 Creating a New Incident...

More information

Google Trusted Stores Setup in Magento

Google Trusted Stores Setup in Magento Google Trusted Stores Setup in Magento Google Trusted Stores is a free badging program that can improve your conversion rate and average order size by reassuring potential customers you offer a great shopping

More information

User Guide. SysMan Utilities. By Sysgem AG

User Guide. SysMan Utilities. By Sysgem AG SysMan Utilities User Guide By Sysgem AG Sysgem is a trademark of Sysgem AG. Other brands and products are registered trademarks of their respective holders. 2013 Sysgem AG, Lavaterstr. 45, CH-8002 Zürich,

More information

Power Monitoring Expert 7.2

Power Monitoring Expert 7.2 Power Monitoring Expert 7.2 PDF version of the Web Applications online help 7ENxx-00xx-00 07/2013 PDF version of the Web Applications online help Safety information Safety information Important information

More information

HP Client Automation Standard Fast Track guide

HP Client Automation Standard Fast Track guide HP Client Automation Standard Fast Track guide Background Client Automation Version This document is designed to be used as a fast track guide to installing and configuring Hewlett Packard Client Automation

More information

Cascade Server. End User Training Guide. OIT Training and Documentation Services OIT TRAINING AND DOCUMENTATION. oittraining@uta.

Cascade Server. End User Training Guide. OIT Training and Documentation Services OIT TRAINING AND DOCUMENTATION. oittraining@uta. OIT Training and Documentation Services Cascade Server End User Training Guide OIT TRAINING AND DOCUMENTATION oittraining@uta.edu http://www.uta.edu/oit/cs/training/index.php 2013 CONTENTS 1. Introduction

More information

Comodo Mobile Device Manager Software Version 3.0

Comodo Mobile Device Manager Software Version 3.0 Comodo Mobile Device Manager Software Version 3.0 CMDM Cloud Portal Setup Guide Guide Version 3.0.010515 Comodo Security Solutions 1255 Broad Street Clifton, NJ 07013 Comodo Mobile Device Manager - Cloud

More information

UOFL SHAREPOINT ADMINISTRATORS GUIDE

UOFL SHAREPOINT ADMINISTRATORS GUIDE UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...

More information

Kaseya 2. User Guide. Version R8. English

Kaseya 2. User Guide. Version R8. English Kaseya 2 Discovery User Guide Version R8 English September 19, 2014 Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept EULATOS as

More information

SharePoint 2010. Rollins College 2011

SharePoint 2010. Rollins College 2011 SharePoint 2010 Rollins College 2011 1 2 Contents Overview... 5 Accessing SharePoint... 6 Departmental Site - User Interface... 7 Permissions... 8 Site Actions: Site Administrator... 8 Site Actions: General

More information