My Documents

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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.

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Hornbill: Document Manager – Creating Documents

Document List

• Filter
• Status Filter
• Views
• Upload
• Create

Managing 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 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.

• 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
• 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