Difference between revisions of "Libraries"
Jump to navigation
Jump to search
Line 19: | Line 19: | ||
{{#ev:youtube|rdBRyqbOQN4|400|right|<div align="center">'''Hornbill: Document Manager – Managing Libraries '''}} | {{#ev:youtube|rdBRyqbOQN4|400|right|<div align="center">'''Hornbill: Document Manager – Managing Libraries '''}} | ||
− | This is how it works. Everyone has their own personal library, called [[My Documents]]. This is where you can upload your documents. You automatically become the owner of every document that you upload, but you can change the owner after it is uploaded. | + | This is how it works. Everyone has their own personal library, called [[My Documents]]. This is where you can upload your documents. You automatically become the owner of every document that you upload, but you can change the owner after it is uploaded. In addition you will be able to view documents which have been shared directly with you, or documents which have been added to a library and you have been given rights to view, upload to one move libraries |
+ | |||
+ | ==Creating Libraries== | ||
+ | |||
+ | Users with the '''MyLibraryManager''' role can create libraries, and can then assign user, groups and roles to each library to allow them to view documents in the library, add documents to the library or edit the details of the library. | ||
+ | * From the '''Libraries''' menu option use the '''+ Add Library''' option, provide a name for the library and optionally a description to define the libraries purpose. | ||
+ | |||
+ | ===Adding Users, Groups and Roles=== | ||
+ | |||
+ | A Library owner can select individual users, groups or users, or users who have a particular role. For each user, group or role they are giving access to the library they can decide what level of rights and access each has: | ||
+ | * '''Can View''' - This will allow users to only view the documents in the library | ||
+ | * '''Can Upload''' - This will allow users to add documents to the library | ||
+ | * '''Can Edit Metadata''' - This will allow users to edit the libraries metadata (attributes) | ||
+ | |||
+ | Once Users have been added to a library, the library owner can manage their rights from within the '''Sharing''' list, by simply selecting or unselecting the rights for individual users, groups and roles. | ||
+ | |||
+ | ===Adding Documents to a Library=== | ||
+ | |||
+ | Any user who has the rights to add documents to a library will be able to open a document and as long as the document is in an '''Active''' status, they will be able to view and use a '''Publish''' icon in the Document Action Bar. From here they can simply choose the library they wish to publish the document and click '''Publish'''. | ||
+ | * Users can repeat this should they wish to add the same document to more than one library | ||
+ | * Users can see which libraries a document has been published too, under the '''Libraries''' section on the document properties | ||
+ | |||
+ | ===Library Properties=== | ||
+ | |||
+ | Each Libraries properties will show you: | ||
+ | * Who the Library Owner is | ||
+ | * which Users, Groups and Roles the Library has been shared with, and their individual rights to the library | ||
+ | * If the Library has documents added to it, a Tag cloud will show you the '''Tags''' attributed to the documents in the library - clicking on a '''Tag''' will return the documents which carry that Tag. | ||
+ | * A Link to view all the documents which have been added to the Library | ||
<br> | <br> | ||
− | + | ||
− | + | ===Deleting a Library=== | |
− | + | ||
− | + | Deleting a Library will permanently remove it from the system. | |
− | + | * Please note that this operation is not reversible. | |
− | + | * Deleting a library does not delete the documents that have been published to the library. | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | Deleting a Library will permanently remove it from the system. Please note that this operation is not reversible. Deleting a library does not delete the documents that have been published to the library. | ||
[[Category:Document Manager]][[Category:Videos]] | [[Category:Document Manager]][[Category:Videos]] |
Revision as of 15:36, 23 March 2018
Home > Document Manager > Libraries
IntroductionLibraries represent an important way of maximizing the knowledge in your business by sharing information. You can define multiple libraries, and document owners can publish their documents to those libraries. |
Related Articles |