Difference between revisions of "My Documents"

Revision as of 19:06, 31 May 2017

Introduction

My Documents is where you can upload, create, or manage documents that you can then share and collaborate on with other Hornbill Users. When your document is ready you can then publish the document and share in one or more libraries. This is a great alternative to storing files in network shares or passing documents around by email. Collaborate, schedule reviews, store revisions, and much more.

Document List

Filter
Status Filter
Views
Upload
Create

Managing Documents

Collaborate

Each Document comes with its own Timeline to allow users to discuss, plan, and collaborate. The Comment option in the Action Menu allow 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.

Download Documents
Version Tracking and ability to create new versions or update documents
Share documents with other users with full access
Lock documents if you are making changes to them
Manage the life of a document from draft/active/retired
Publish Active Documents to a Library or Libraries:
View a list of your active or draft documents and filter by those that you own and those that have been shared with you
Add and Remove Tags from documents

Collections

Organize your Documents in Collections

Libraries

View a list of documents in any Library available

@@ Line 18: / Line 18: @@
 {{#ev:youtube|CwzrBU8d4Sg|300|right|<div align="center">'''Hornbill: Document Manager – Creating Documents '''}}
+== Document List ==
+:* Filter
+:* Status Filter
+:* Views
+:* Upload
+:* Create
 == Managing Documents ==
-:* Documents can be assigned [[Document Tags|Tags]] to help people to find them easily
+:* '''Collaborate'''
-:* Each document will have an activity stream where Co-workers can post updates and add comments
+:: Each Document comes with its own Timeline to allow users to discuss, plan, and collaborate.  The ''Comment'' option in the Action Menu allow you to add a new comment to the Timeline discussion.
-:* ''Upload Documents''
+:* '''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.
 :* ''Download Documents''
 :* ''Version Tracking and ability to create new versions or update documents''
 :* ''Share documents with other users with full access''
 :* ''Lock documents if you are making changes to them''
-:* ''Change Ownership''
 :* ''Manage the life of a document from draft/active/retired''
 :* ''Publish Active Documents to a [[Libraries|Library or Libraries]]: