Difference between revisions of "My Documents"
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{{bullet1|View|Toggle between the '''List''' and '''Thumbnail''' options to display the documents in list or thumbnail views}} | {{bullet1|View|Toggle between the '''List''' and '''Thumbnail''' options to display the documents in list or thumbnail views}} | ||
{{bullet1|Order By|Use this option to order the documents by, and sort these by ascending or descending order.}} | {{bullet1|Order By|Use this option to order the documents by, and sort these by ascending or descending order.}} | ||
− | :* Title | + | ::* Title |
− | :* Owner | + | ::* Owner |
− | :* File Type | + | ::* File Type |
− | :* Creation Date | + | ::* Creation Date |
− | :* Last Updated | + | ::* Last Updated |
{{bullet1|Home View|Use this option to '''Set''' or return to your Home View}} | {{bullet1|Home View|Use this option to '''Set''' or return to your Home View}} | ||
{{bullet2|Set current view as my home|Use the drop down option to set the current view as your home view}} | {{bullet2|Set current view as my home|Use the drop down option to set the current view as your home view}} |
Revision as of 04:52, 14 July 2020
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. 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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Creating Documents
There are four different document types which you can create / upload
- Use the New Text Document button to create a new document in Document Manager
- Use the Upload Document button to add an external document to Document Manager
- The Maximum upload size is set by default to 10MB - this can be increased if required on your instance using the following system setting in the admin console - communications.maxfileUploadSize
- By Default the following file types are not permitted to be uploaded - exe, bat, cmd, js, and vbs. These can be changed and added to on your instance using the following system setting in the admin console - security.fileUploadRestriction.webdav.types
- Use the New Drawing button to create a new drawing in Document Manager
- Use the External Link button to create a document which opens an external link from a document in Document Manager (N.B. this option only links to the document and there is no integration with the document repository. For example, permissions need to be managed separately).
- Add the external link
- Add a title / description for the document
- As with any other type of document, users will be able to search for the external link document by it's title / description and any tags it has been given