Difference between revisions of "Document Manager"

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__notoc__ [[Main Page| Home]] > Document Manager [[File:Document Manager no Border3.png |right]]
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|[[Main Page| Home]] > [[Applications]] > Document Manager
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|style="text-align:right;"|[[:Category:Document Manager|Index]]
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==Introduction==
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Document Manager is an app that runs on the Hornbill platform that allows Users to manage documents of various types.  Documents can be uploaded, created, shared, and collaborated on.  Published documents can be added to one or more Libraries which can be available to other Document management users. Document Manager can be quickly installed from the App Store by an Administrator.
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== Related Articles ==
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:* [[My_Personal_Settings|Notifications]]
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:* [[Document Manager Mobile]]
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:* [[Document Manager Administration]]
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:* [[Hornbill_Integration_Bridge|iBridge]]
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:* [[Document Manager Experimental Features|Experimental Features]]
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:* [[Document_Import_Tool|Import Documents]]
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==Introduction==
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== [[My Documents]] ==
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My Documents is a place where you can create, upload, view, search and Manage documents.  Here you will be able to see your own documents along with the documents that others have shared with you, those you have organised into collections and documents in libraries which you have access to.
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::[[My Documents|Read more...]]
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== [[Libraries]] ==
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Libraries are places where published documents can be provided to a wider audience for reading.  The Libraries option lets you create, manage, and share libraries to users.  This option is only available to those users that have been provided the [[Document Manager Roles|Library Manager]] role.
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:: [[Libraries|Read More...]]
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== [[Document Tags|Tags]] ==
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The Document Tags lets you define tags that can be used on documents to help with searching in the Global Search Bar and ''Collections'' in My Documents.  View how each tag is trending. This option is only available to those users that have been provided the [[Document Manager Roles|Library Manager]] role.
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::[[Document Tags|Read more...]]
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== Searching ==
  
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Use the Global Search option to find documents you own or have access too.
  
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Document Manager is an app that runs on the Hornbill platform that allows Users to manage documents of various types.  These are stored either in My Library (personal or shared docs) or in Libraries which can be widely available to other Document management users. Document Manager can be quickly installed from the App Store by an Administrator.
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:* '''Search by Tag'''
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:: Use this option to find documents which have specific tags
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:* '''Search by Title / Description'''
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:: Use this option to find documents based on matching search terms with the title and or description of documents
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<br>
  
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Features" data-expandtext="Show Features" style="width:800px">
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==Plug-ins==
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The Document Manager application comes installed with a [[Library Roles|Role]]: MyLibrary User, which allows you to do all of the following:
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A very powerful aspect to Hornbill is the ability of the different Apps to work together.  Below are some of these plug-ins between Document Manager and other Hornbill Apps
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<div class="mw-collapsible-content">
 
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:* ''Upload Documents''
 
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:* ''Download Documents''
 
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:* ''Version Tracking and ability to create new versions or update documents''
 
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:* ''Dedicated [[What_is_an_Activity_Stream? |Activity-stream]] for each document to allow for easy collaboration''
 
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:* ''Share documents with other users with full access''
 
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:* ''Lock documents if you are making changes to them''
 
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:* ''Change Ownership''
 
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:* ''Manage the life of a document from draft/active/retired''
 
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:* ''Publish Active Documents to a [[Library Management|Library or Libraries]]:
 
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:* ''View a list of your active or draft documents and filter by those that you own and those that have been shared with you''
 
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:* ''View a list of documents in any Library available''
 
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:* ''Library, Document and Search result pages have unique URLs so they can be linked to directly''
 
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:* ''Add and Remove Tags from documents
 
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:* ''Search for document by one or more tags
 
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</div>
 
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</div>
 
  
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==Features==
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===Plug-ins to other Apps ===
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:[[File:Doc bullet.png]] [[My Library]]
 
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:[[File:Doc bullet.png]] [[Library Management]]
 
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:[[File:Doc bullet.png]] [[Tag Management]]
 
  
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==Administration==
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:* '''Service Manager'''
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:*[[Library Roles]]
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:: When viewing and working on requests in Service Manager, use the '''Document''' action item to search for  and link documents to requests. 
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:* '''Customer Manager'''
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:: When viewing Organisation records and or Service Contracts, use the '''Document''' option to search for and link documents to organisations and service contracts
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:* '''Project Manager'''
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:: When viewing Projects in Project Manager, use the '''Documents''' option to search for and link documents to projects
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:* '''iBridge'''
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:: Automate the linking of documents to other entities on Hornbill as part of business processes - for example link a document to a request in Service Manager
  
 
[[Category:Document Manager]]
 
[[Category:Document Manager]]

Latest revision as of 20:14, 25 November 2022

Home > Applications > Document Manager Index
Dmmain.png


Introduction

Document Manager is an app that runs on the Hornbill platform that allows Users to manage documents of various types. Documents can be uploaded, created, shared, and collaborated on. Published documents can be added to one or more Libraries which can be available to other Document management users. Document Manager can be quickly installed from the App Store by an Administrator.

Related Articles

My Documents

My Documents is a place where you can create, upload, view, search and Manage documents. Here you will be able to see your own documents along with the documents that others have shared with you, those you have organised into collections and documents in libraries which you have access to.

Read more...

Libraries

Libraries are places where published documents can be provided to a wider audience for reading. The Libraries option lets you create, manage, and share libraries to users. This option is only available to those users that have been provided the Library Manager role.

Read More...

Tags

The Document Tags lets you define tags that can be used on documents to help with searching in the Global Search Bar and Collections in My Documents. View how each tag is trending. This option is only available to those users that have been provided the Library Manager role.

Read more...


Searching

Use the Global Search option to find documents you own or have access too.

  • Search by Tag
Use this option to find documents which have specific tags
  • Search by Title / Description
Use this option to find documents based on matching search terms with the title and or description of documents


Plug-ins

A very powerful aspect to Hornbill is the ability of the different Apps to work together. Below are some of these plug-ins between Document Manager and other Hornbill Apps

Plug-ins to other Apps

  • Service Manager
When viewing and working on requests in Service Manager, use the Document action item to search for and link documents to requests.
  • Customer Manager
When viewing Organisation records and or Service Contracts, use the Document option to search for and link documents to organisations and service contracts
  • Project Manager
When viewing Projects in Project Manager, use the Documents option to search for and link documents to projects
  • iBridge
Automate the linking of documents to other entities on Hornbill as part of business processes - for example link a document to a request in Service Manager
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