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 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 andPopularFiles 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 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 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
Rights 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 readersRoles and authorizations of the DMS
Roles By default, 4 roles are offered for the operation of the DMS (excluding administrator).Few 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 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 readersAdministration 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 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 readers
New entrant
New entrant: Configuration of document bundles
Configuration Configuration is done only with the "Admin" role In the administration menu, click on the "Human Resources / Documents" menu: Notion Image This displays an entry to manage document bundles: Once this element is selected, the following is displayed: On the left side: A 'New document bundle' button: to create a new bundle The list of existing bundles (with 3 icons:Few readersNew Entrant: Have a new employee read documents
The creation of a new entrant and the consultation of new entrants is done via the menu "Human Resources History". The History screen contains: A "Declare a new entrant" button to add a new collaborator and have them read a bundle of documents from the DMS. The list of current new entrants (columns can be sorted, filtered, hidden). This list can be exported (in PDF,PopularNew entrant: Email configuration
The mail configuration is done in the "HR" referential: The emails to configure are: New Incomer End : email sent to the circuit initiator to announce that all documents to read have been read by the collaborator. New Incomer Read : email sent to the collaborator to ask them to read the selected documents New Incomer Reminder : reminder email to the collaborator to inform them thatFew readers