Features
Circuit diagram
Circuit diagram
At the review/verification step, it is possible to make it so that when a reviewer refuses validation, the tasks to process for reviewers who have not yet validated the document are automatically deleted (parFew readersValidation process
Introduction
The validation circuit is triggered when depositing a new document or during a revision.
The validation circuit consists of several steps depending on the user's rights and the circuit configuration.
During all steps of the validation process, the new document or the modified documentFew readersDMS Explorer
The Explorer
The explorer is a central page of the DMS. It is accessible from the DMS/Explorer menu or from a quick access on your home page.
The explorer allows the user to access the list of folders and files of the DMS in the form of a tree structure according to their rights.
The explorer offers a 3-column screen:
On the left: The folder tree structure
In the center: Folders and files in table mode
On the right: Properties and search (hidden by default)
The user can navigate byFew readersSearch
Search
Introduction
Search on folders and files is available exclusively in the Explorer page, Menu DMS/Explorer and by clicking on the Search button at the top right.
The search function allows searching for files and folders based on many criteria.
Attention search options are more numerous in the Quality folder since document recording is more complete.
SearchFew readersFolders management
It is possible to add as many folders as necessary in the DMS. Folders represent the classification plan in the DMS.
Folder properties
For each folder, the user can access the properties from the right-click Properties or from the three points when hovering over the folder.
The properties of a folder are as follows: type, size, content, location, creation date, modification andFew readersFiles management
Add a file
Depending on these rights, the user can add files either from the "Add" action button at the top right of the screen, or by right-clicking in the central page and clicking on Add a file.
A new window will offer the user the document deposit form.
Context menu on files
Access to the menu is done either by right-clicking or from the button representing 3 verticalFew readersManagement and history
Introduction
The DMS offers specific pages for monitoring and steering documentation.
Publication monitoring offers a synthetic view of circuits in progress
The history proposes a table of all validation circuits for all document versions.
Publication management
The management page proposes on the right the documents in progress grouped by step of the process:
Edition / writing
Visa / review
Opinion
Publication
Publication deferred
Read confirmation
(https://storagFew readers
Administration
Administration of DMS referentials
Referentials
From the home page, click in the menu on "Administration / Referential management" to expand the menu.
All dropdown lists of the application are customizable from the referential manager.
In the DMS categoryFew readersRights management
Introduction
For each folder, the user can restrict access to this sub-folder based on the user's group or a site to secure access to documentation
For each folder, the user can associate the following rights by role (user group) or by user:
Browse = browse the tree structure
Read = read the folder content
Write = add content, add an annotation, rename, generate a new version, paste
Delete = move to trash, delete a versFew readersHeader and footer settings
For MS-Office type documents (Word, Excel) it is possible to insert headers and footers. These elements are configurable via the administration menu.
For PowerPoint documents, only the slide footer is applied
From the administration menu, select the DMS entry (nammed "GED").
Click on the "Header and footer templates" entry
This screen displays, on its left side, the list of existing temFew readersRoles and authorizations of the DMS
Roles
By default, 4 roles are offered for the operation of the DMS (excluding administrator).Few readersAdvanced DMS settings
Administration features are accessible only to users with the "Admin" role
Event log
From the administration menu / Event log, the event log offers to search in the logs the history of events by type, users, IP address.
Only the history of the last 2 months is offered from thisFew readersForm customization
Administration features are accessible only to users with the "Admin" role
From the administration menu / Forms, select the DMS category corresponding to the application.
The application forms are accessible and modifiable using the following selections:Few readers
