myofficehub Manuals

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Manuals Locate your certificates, manuals, instruction & warranties for everything you own in a securely stored organised folder structure, so they are only a click away when you need them most

Transcript of myofficehub Manuals

Page 1: myofficehub Manuals

Manuals

Locate your certificates, manuals, instruction & warranties for

everything you own in a securely stored organised folder

structure, so they are only a click away when you need them

most

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Manuals

Clicking Manuals icon in home page directs you to the below page.

Welcome

Gives you a brief description about Manuals app.

KnowHow

Know how Manuals app works.

Manuals

To securely store your certificates, manuals and warrantees in an organised folder structure,

click

“Manuals” menu.

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Manuals

You’ll be directed to the below page.

Certificates, Manuals & Instructions, Warranties are the standard folders available under

“Manuals” App.

You can create sub-folders under these standard folders.

“Create” icon – create sub-folders under the standard folders. Select folder from dropdown list, under which the new sub-folder should be created. Enter details such as folder name & description, choose users to share folder, period during

which folder should be available (if required) & Save. To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective

radio button. Then from the user-list appearing in left, choose user(s) and click “>>” button. Selected user(s) gets shifted to the right-side user-list box. The folder created will be shared with these user(s). Once saved, the sub-folder will be included in your folders list (under respective parent

folder).

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Create Folder Page

Folder Created

Create subfolder

Delete folderEdit folder

details

Select user(s) to share folder

Shared user(s)

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“Upload” button – upload scanned copies of your certificates, manuals and warranties to folders

created.

Choose folder from dropdown to save document, enter document details such as name &

description, choose document type from dropdown, users to share document, browse &

attach document, and Submit.

You can enable notification to be sent to users informing them about the uploaded in

myofficehub (optional).

To send notification, tick “Enable Notification” check-box.

Select user(s) from left-side user-list box, shift chosen user(s) to right user-list box.

Once you have uploaded the document to the folder, a notification message will be auto-

triggered to all chosen user(s) via email informing them of the upload.

Once submitted, the document gets saved in the chosen folder.

To view versions of a document, click “Versions” button alongside that document.

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Document Upload Page

Document UploadedView document

version

Attach document here

Click to send upload notification

to users

Notification to following users

Select users

Document shared with

following users

Select document type

Select folder to save document

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The following E-mail notification will be auto-triggered to all chosen user(s)informing them of the

upload.

Replacing a document with a newer version

You can replace a document with a newer version by maintaining the record of the previous

version(s).

To upload newer version of an already uploaded document, click “Edit” button besides the

document to

replace; in uploaded Document List.

Dear User,

[User Name] has uploaded [Document Title] in myofficehub Document

Repository System.

Sincerely, myofficehub DRS System

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Here, click on the “Replace Attachment” button besides the attachment.

Attach the newer version, and click “Update” button.

Click to upload new version

Attach new version here

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You can view all versions of a document by clicking “View” button of the document in the

Document List.

You will be directed to the ‘Document History’ page that lists all versions uploaded for that

document.

You can also view all document versions through the “List” page (explained latter in this

presentation).

Click to view

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“Search” button – Search Stored Folders & Documents.

Choose entity to search by selecting from respective check-box.

Enter entity name to search.

The search result will be displayed in grid below.

Select entity to search

Enter entity name

Search result

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“List” button – View all your saved Folders & Documents.

Clicking “List” icon will list all your saved folders.

Click a folder from the list to view all documents saved under it.

Documents can be Moved between folders, Archived and Deleted.

To action a document, select document from grid by ticking respective check-box.

Then select action to perform from dropdown list and click “OK” button.

You can also view versions of an uploaded document through the Version “View” button.

Click ‘+’ to view

subfolders

Click folder to view documents

under it

select document to

action

View document versions

Select action to perform on selected

document

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The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the

archive.

The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the

delete.

Dear User,

[User Name] has archived [Document Title] in myofficehub Document

Repository System.

Sincerely, myofficehub DRS System

Dear User,

[User Name] has removed [Document Title] in myofficehub Document

Repository System.

Sincerely, myofficehub DRS System