Communities & Knowledge Base/Working with pm./Document Management

Overview Document Management

Support Team
posted this on November 24, 2010 14:08

overview_documents.png

  1. Browse through the folder structure as you are used to it from Windows. Expand the folder structure with erweitern.jpg to show the sub folders and reduce it with reduzieren.jpg to hide the sub folders.
  2. Show folder contents: the contents of the folder which is highlighted with grey background in the folder tree are shown in the right hand main application window.
  3. Main application window: Here you can select the folder contents of the opened folder with the check mark markiert.jpg in order to download or edit it. Click on a folder name to open the folder.
  4. Find documents with the Search or use the Views.
  5. Create new documents or folders (in most cases only for admins).
  6. Create a new version of an existing document.
  7. Go one folder level up in the folder structure.
  8. Download the marked documents. For a single document you can also click on the file name.
  9. Open the marked document with the Viewer (e.g. CAD files or other formats for which you have no software installed on your computer).
  10. Edit documents or folders (in most cases only for admins): copy, move, access properties and permissions.
  11. Send the marked documents with a message.
  12. Open the Properties of a document or folder (only one object can be marked). Here you can download older versions of a document or view the history.
  13. Print a document list.
  14. Refresh the folder tree and the main application window, e.g. after an upload.
  15. Sort the documents or folder contents in the main application window according to the column headers.
  16. Change the column width. Your setting is stored and reloaded for the next login.
  17. Change the window size. Your setting is stored and reloaded for the next login.