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Introduction Once Created or Uploaded, manage revisions, collaborate on the document content, share with other document manager users, publish to libraries, add to personal collections, set reminders and activities and much more

Related Articles My Documents Document Manager Mobile My Activities Activity Streams

Managing Documents

Hornbill: Document Manager – Creating Documents

Action Bar

• Comment

Each Document comes with its own Timeline to allow users to discuss, plan, and collaborate. The Comment option in the Action Menu allows you to add a new comment to the Timeline discussion.

• Share

The Share option allows you to share your document with other users that are helping write or review the document.

• Upload

The Upload action lets you upload a new version of the document.

• Change Owner

Providing ownership ownership of a document helps ensure that the document is maintained and managed. Handover of documents can sometimes occur. For this the Change Owner option lets you assign the document to another owner.

• Add to Collection

Collections are used to help organize your documents and make them easier to find within your Document List. Use this Action Item to add this document to one of your existing Collections.

• Change Status

Three different statuses are available: Draft, Active, and Retired. Draft documents will normally indicate that they are still being worked on and are not ready for consumption by a user. Active documents are deemed ready for publishing to a Library. Once a document is active, the Publish option is made available. Retired documents will be hidden from any Library that it is currently associated with.

• Publish

The Publish action is only available on a document once the status of the document has been set to Active. Once a document is Active you can then publish it to one or more libraries.

• More

Under the More menu you have the ability to Delete a document or Lock/Unlock a document

Revisions

• Version Tracking and ability to create new versions or update documents

Opening / Downloading

• Checkout
• Lock

Activities

Create Activities relating to the management of the document.

• View and receive notifications relating to document activities in your My Activities views, and on your mobile app.