Working with Documents

Document List

Document Manager has a number of functions for working on documents. Within an employee's folder, select a document to enable these functions.

Working Options

Functions:

  • Open - will open the document in the document viewer
  • Indexes - to view/amend the indexes
  • Permissions - to view/amend the permissions
  • New - create a new version of the document
  • Cut - cut the document from its current location
  • Copy - copy document or copy a URL to the document
  • Paste - paste cut/copied document
  • Delete - delete selected document
  • Find - to find reference/versions of selected documents
  • Add to (workspace) - add document to your personal workspace
  • Export - export to email, print, system
  • Audit - view audit log
  • Checkout - checkout document (and check back in)
  • Retention
  • Full Text - reprocess and view Full Text Index

Viewing a document

Within a document there are more functions available.

Working View Document

  • Document Preview - will list document pages and show a thumbnail of the contents
  • Document Details
  • Viewing Options - zoom, rotate, etc.
  • Amend Document - highlight, sticky note, redact, text stamp, image stamp, anotations, notes