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| | :* '''Upload''' | | :* '''Upload''' |
| | :* '''Create''' | | :* '''Create''' |
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| − | == Managing Documents ==
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| − | {{#ev:youtube|CwzrBU8d4Sg|300|right|<div align="center">'''Hornbill: Document Manager – Creating Documents '''}}
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| − | === Action Bar ===
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| − | :* '''Comment'''
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| − | :: Each Document comes with its own Timeline to allow users to discuss, plan, and collaborate. The ''Comment'' option in the Action Menu allows you to add a new comment to the Timeline discussion.
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| − | :* '''Share'''
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| − | :: The Share option allows you to share your document with other users that are helping write or review the document.
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| − | :* '''Upload'''
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| − | :: The ''Upload'' action lets you upload a new version of the document.
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| − | :* '''Change Owner'''
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| − | :: 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.
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| − | :* '''Add to Collection'''
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| − | :: Collections are used to help organize your documents and make them easier to find within your ''Document List''. Use this Action Item to add this document to one of your existing Collections.
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| − | :* '''Change Status'''
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| − | :: 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.
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| − | :* '''Publish'''
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| − | :: 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.
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| − | :* '''More'''
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| − | :: Under the ''More'' menu you have the ability to Delete a document or Lock/Unlock a document
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| − | === Revisions ===
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| − | :* ''Version Tracking and ability to create new versions or update documents''
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| − | === Opening / Downloading ===
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| − | :* Checkout
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| − | :* Lock
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| − | === Activities ===
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| − | Create Activities relating to the management of the document.
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| − | * View and receive notifications relating to document activities in your '''My Activities''' views, and on your mobile app.
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| | == Collections == | | == Collections == |
Revision as of 08:22, 7 March 2018
Introduction
My Documents is where you can upload, create, or manage documents that you can then share and collaborate on with other Hornbill Users. 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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Related Articles
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Document List
The Document List provides a number of options to display or locate the different documents that you have access to. From here you can also upload new documents or create one using the built in editor.
- Filter
- Status Filter
- Views
- Upload
- Create
Collections
- Organize your Documents in Collections
Libraries
- View a list of documents in any Library available
