Difference between revisions of "Documents"
Jump to navigation
Jump to search
Line 49: | Line 49: | ||
:: Under the ''More'' menu you have the ability to Delete a document or Lock/Unlock a document | :: Under the ''More'' menu you have the ability to Delete a document or Lock/Unlock a document | ||
− | + | == [[Document_Manager_Lifecycle_Processes|Lifecycle Processes]] == | |
[[File:Document_Manager_Progress_Tracker.png|right|400px]] | [[File:Document_Manager_Progress_Tracker.png|right|400px]] | ||
Invoke a lifecycle process to automate management of documents lifecycle events. Typical examples of document lifecycle processes include: | Invoke a lifecycle process to automate management of documents lifecycle events. Typical examples of document lifecycle processes include: | ||
Line 72: | Line 72: | ||
:* Once a lifecycle process has finished it's progress tracker will disappear from the document view | :* Once a lifecycle process has finished it's progress tracker will disappear from the document view | ||
− | Configuring the Lifecycle Process button | + | ===Configuring the Lifecycle Process button=== |
[[File:DM_Lifecycle_Button.png|right|400px]] | [[File:DM_Lifecycle_Button.png|right|400px]] | ||
Line 87: | Line 87: | ||
::* Set Button Style and Image when the lifecycle process is running | ::* Set Button Style and Image when the lifecycle process is running | ||
− | + | == Opening / Downloading / Checkout File for Editing == | |
If the document you are viewing has been '''Uploaded''' you will see options to: | If the document you are viewing has been '''Uploaded''' you will see options to: | ||
Line 101: | Line 101: | ||
* Toggle View - Switch between the full screen mode and normal view mode | * Toggle View - Switch between the full screen mode and normal view mode | ||
− | + | == Revisions == | |
Version Tracking - for documents where revision tracking was enabled, a '''Revisions''' section will hold all previous versions of the document. Users who have rights to the document will be able to open / download any previous versions of the document | Version Tracking - for documents where revision tracking was enabled, a '''Revisions''' section will hold all previous versions of the document. Users who have rights to the document will be able to open / download any previous versions of the document | ||
:* Revisions are added in two different ways depending on the type of document which has been created: | :* Revisions are added in two different ways depending on the type of document which has been created: | ||
Line 107: | Line 107: | ||
::* Created Documents - If a document has been created using Document Manager's text or drawing document options, each time you '''save''' changes to the document, this will create a new '''live''' version of the document, and the previous '''live''' version is added to the revisions history. | ::* Created Documents - If a document has been created using Document Manager's text or drawing document options, each time you '''save''' changes to the document, this will create a new '''live''' version of the document, and the previous '''live''' version is added to the revisions history. | ||
− | + | ==Timeline== | |
The Timeline (activity stream) on a document plays two roles, firstly it acts as an audit trail for changes to the document, such as new revisions added, or the ownership of the document has changed, as well as recording any changes of rights assigned to users the document has been shared with. | The Timeline (activity stream) on a document plays two roles, firstly it acts as an audit trail for changes to the document, such as new revisions added, or the ownership of the document has changed, as well as recording any changes of rights assigned to users the document has been shared with. | ||
Line 116: | Line 116: | ||
* '''Mobile''' - Follow updates on your native mobile, as well as contribute to collaboration on the document via the documents timeline on the go | * '''Mobile''' - Follow updates on your native mobile, as well as contribute to collaboration on the document via the documents timeline on the go | ||
− | + | ==Tags== | |
Add tags to your document to help with searching and organising. | Add tags to your document to help with searching and organising. | ||
Line 125: | Line 125: | ||
* View All Documents you have access to through a Tag Cloud View | * View All Documents you have access to through a Tag Cloud View | ||
− | + | == Activities == | |
Create Activities relating to the management of the document. | Create Activities relating to the management of the document. |
Revision as of 13:55, 16 July 2019
Home > Document Manager > My Documents > Documents
IntroductionOnce 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 |
== Managing Documents ==