Difference between revisions of "Document Manager Mobile"

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{{#ev:youtube|QwA86YkTZqs|400|right}}
 
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==Features==
 
  
Depending on your document manager role and rights and on your ownership of documents you will see differing levels of information about the documents you have access too.
 
  
==Document Manager==
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== My Library ==
  
 
View all documents in your library or libraries which have been shared with you.  By default this will be set to view '''Your Library'''
 
View all documents in your library or libraries which have been shared with you.  By default this will be set to view '''Your Library'''
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* Switch the library view using the '''>''' icon and choosing the library you wish to view
 
* Switch the library view using the '''>''' icon and choosing the library you wish to view
  
* Change the order  the documents are displayed by selecting the '''***''' icon and choosing to sort by:
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* Change the order  the documents are displayed by selecting the '''...''' icon and choosing to sort by:
 
:* Title
 
:* Title
 
:* Owner
 
:* Owner

Revision as of 22:17, 3 November 2017

Home > Hornbill Mobile > Document Manager Mobile Index

Introduction

Hornbill’s Document Manager can be accessed as part the Hornbill Mobile client to ensure that you have your documents on hand wherever you are. Documents can be downloaded from either your own personal library or you can access any of the available public libraries. Once you have your document you can view, email, copy, print, and more.

Share your document and collaborate on the contents with your co-workers. Publish your document to a public library to share with everyone in your company and access documents published by other users.

Related Articles


My Library

View all documents in your library or libraries which have been shared with you. By default this will be set to view Your Library

  • Switch the library view using the > icon and choosing the library you wish to view
  • Change the order the documents are displayed by selecting the ... icon and choosing to sort by:
  • Title
  • Owner
  • File Type
  • Creation Date
  • Updated Date

Open Documents

Select a document name to open / download the document on the mobile

Use the mobile devices propriety features to then

  • Print
  • Share
  • Email

Select Done to return to the list of documents

Document Information

Select the i icon next to a document to view it's details and options

Depending on if you are the owner of a document, or the rights which have been afforded to you, you may see the following options available to you.

  • Edit - Select the Pencil icon to edit the document title or description
  • Comment - Add a comment to the activity stream of the document
  • Share - Choose to share the document with a co-worker, assign rights to view, and modify details and content
  • Owner - Change the owner of the document
  • Status - Change the status of the document from draft, active or retired
  • Publish - If in an Active status publish the document to a library
  • Lock - Check the document out for editing and lock / unlock it
  • Follow - Choose to follow the document to receive notifications about updates to the document and it's activity stream on your newsfeed
  • Open - Open the document
  • Tag - Add document tags to the document

Document Information Sections

  • Info - Expand the info section to see information about the document title, owner, file type etc
  • Sharing - See who the document is shared with, what rights they have to the document, and as the owner edit the rights and access
  • Published - See which libraries the document is published in
  • Tags - See which Document Tags the document has attributed to it

Activity stream

View all the posts and comments of the document

  • Change the order the post and comments are sorted by using the *** icon and sort by Recent Comments or Recent Posts
  • Like a Post or Comment
  • Add a Comment to an existing Post
  • More - Copy Text, Link, or Translate the Comment or Post

Document Tags

View and find documents by their Document Tags

  • Use the *** icon to switch the displayed tags by either List or Collection view
  • Clicking on a Document Tag will display a list of all documents with that Tag.
  • Use the Magnifying Glass Icon to search for documents with a specific Document Tag
  • Select the document name to open the document on the mobile
  • Select on the i icon next to a document to view it's details and options