Difference between revisions of "My Documents"
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== Managing Documents == | == Managing Documents == | ||
+ | === Action Bar === | ||
:* '''Collaborate''' | :* '''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. | :: 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. | ||
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:* '''Change Owner''' | :* '''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. | :: 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. | ||
+ | :* '''Move to Collection''' | ||
+ | :: Collections are used to help organize your documents and make them easier to find. 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. | ||
+ | |||
:* ''Download Documents'' | :* ''Download Documents'' |
Revision as of 19:23, 31 May 2017
Home > Document Manager > My Documents
IntroductionMy 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.
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