Primeleaf Consulting [P] Ltd - KRYSTAL Document Management System (DMS) · 2017-01-20 ·...

PRIMELEAF CONSULTING [P] LTD 29 Hendre Castle DSBabrekar Marg Gokhale Road (North) Dadar Mumbai 400 028 India Tel No + 91 2447 3371 72 73

KRYSTALtrade DMS Userrsquos Guide Enterprise Edition ndash Version 80

The contents of this document are strictly confidential and remain the property of Primeleaf Consulting [P] Ltd The document or any part thereof must not be distributed to any person other than those within the Client organization who are authorized to view the same

FIRST EDITION

AUGUST 2013

This edition applies to the licensed program KRYSTALtrade DMS ndash Enterprise Edition Version 80 and to all subsequent releases and modifications until otherwise indicated in new editions Please make sure you are using the proper edition for the level of the product

All the names in this guide manual are fictional and any resemblance to existing people or firms is purely coincidental If you have any comments about the guide manual or the product we would very much like to hear from you

Please send your comments by e-mail to infokrystaldmsin or by fax to +91 2447 3373

Table of Content

Introduction to KRYSTALtrade DMS - Enterprise Edition 1

Features 1

System Architecture 2

System Structure 3

Domains 3

Document Repository 3

Starting KRYSTALtrade DMS - Enterprise Edition 4

Windows Installation 4

Linux Installation 5

Getting Started 6

Accessing KRYSTALtrade DMS - Enterprise Edition 6

Enterprise Document Management Console (EDMC) 7

My Workspace 7

Document Library 8

Workflow 11

Applications 12

Main Menu 15

Document Classes 16

Open Document Class 16

Search Document Class 17

Filter Document Class 17

Search Documents 19

Search Results 19

Add Document 19

Bulk Upload 20

Manage Subscriptions 21

Checked out documents 22

Document Hit-list 23

Working with Documents 23

View Document 25

Bookmark Document 26

Add to Document Set 26

Submit to Workflow 26

Checkout Document 26

Check in Document 27

Cancel Checkout 28

Revision History 28

Edit Indexes 28

Move Document 29

Delete Document 30

Download Document 31

Share Document 31

Document Tags 32

Notes 33

Document Properties 35

Show Access History 35

Document Attachments 36

Export Results 36

Export to Excel 36

Export to PDF 37

DocViews (Document Views) 37

Create DocView 38

STEP 1 Select Document Class 38

STEP 2 Select Document Indexes 39

STEP 3 Create DocView 39

Delete DocViews 40

Document Sets 41

New Document Set 41

Open Document Set 42

Delete Document Set 42

Hotlinks 42

Create Hotlink 43


STEP 2 Select Linked Document Class 44

STEP 3 Select Index 44

Edit Hotlink 45

Delete Hotlink 45

Checked Out Documents 45

Bookmarks 46

Rename Bookmark 47

Delete Bookmark 47

Workflow 48

Work Queues 48

Workflow Cases Workflow Tasks 49

Completed Instances 50

Tasks 51

View amp Edit Task 51

Add Task 52

Delete Task 53

Events 53

View Event 53

Add Event 54

Edit Event 54

Delete Event 55

Announcements 55

View Announcement 55

Add Announcement 56

Edit Announcement 56

Delete Announcement 57

Discussions 57

View Discussion 57

Add Discussion 58

Edit Discussion 59

Delete Discussion 59

Utilities 59

Search Notes 59

View Exception Logs 61

View Exception Details 61

My Profile 62

Preferences 62

Change Password 63

Change User 63

Logout 64

KRYSTALtrade Document Viewer 65


View Attachment 66

Add Attachment 67

Remove Attachment 67

Document Tags 67

Add Document Tag 67

Remove Document Tag 68

Forgot Password 69

Conclusions 70

Further Reading 70

KRYSTALtrade DMS ndash Userrsquos Guide

Enterprise Edition ndash Version 80

1 | P a g e h t t p w w w k r y s t a l d m s i n h t t p w w w k r y s t a l d m s i n

Introduction to KRYSTALtrade DMS - Enterprise Edition KRYSTALtrade DMS - Enterprise Edition is easy to use powerful and cost-effective document management software that allows companies to centralize the management storage retrieval and distribution of electronic as well as paper based documents

Built with robust scalable architecture KRYSTALtrade DMS - Enterprise Edition can be deployed over LAN WAN or Internet in organizations These products also empower individuals and organizations by acting as powerful knowledge management tools

KRYSTALtrade DMS - Enterprise Edition addresses the needs of many vertical markets including manufacturing architecture engineering and construction utilities universities and government agencies

KRYSTALtrade DMS - Enterprise Edition provides and rich toolset to help users manage their valuable business documents and records efficiently Managing users security and access permissions user groups work areas (domains) versioning and document control are just a few management functions of KRYSTALtrade DMS - Enterprise Edition document management software

The centralized Document Repository provides a self-service environment with which authorized users can manage document lifecycles efficiently and securely Tracking changes to documents audit trails and logs will help you manage your documents with incredible efficiency and speed

Features KRYSTALtrade DMS - Enterprise Edition provides following features and functionalities

Robust Document Management with Version Control

Accessibility over the Internet WAN or LAN

Document Indexes Meta-data and Full Text Searching

Template based access control

Document Expiration and Notifications

Detailed Audit Reports

Document sharing and distribution

Microsoft Office and Open Office and Auto CAD Document Support

File Preview mark-up and annotation support

Subscriptions and Notifications

Platform independence

Easy setup support and administration

Workflow engine to automate business process

Web Services APIs to integrate with existing and custom build applications




System Architecture KRYSTALtrade DMS ndash Enterprise Edition is completely web based solution and it runs on a centralized server

The only software need on the client workstation is a JAVA enabled web-browser such as

Internet Explorer

Mozilla Firefox

Google Chrome

Safari

The distributed architecture of the system allows intelligent partitioning of database and

application server Users can use any of the following databases with KRYSTALtrade DMS ndash Enterprise Edition

Oracle

Microsoft SQL Server

MySQL

Apache DEBRY IBM Cloudscape

DB2 UDB

PostGRE SQL




System Structure KRYSTALtrade DMS - Enterprise Edition comprises mainly of 2 major components

Domains

Document Repository These components are user defined hence it helps a better representation of your business For further details on system configuration and administrator please refer to Administrators Guide

Domains

Each domain typically represents a relatively self-contained department division or location of an organization Primarily it groups related users and related document classes by their job business function

Administrators can create more than one domain in a single server environment depending upon the licensing of the application Each domain can then be assigned an Administrator who will configure and monitor it For further details on system configuration and administrator please refer to Administrators Guide

All end users are given a username and password and are assigned to one or more domain Users can login to their assigned domain(s) and get access to those domain specific documents All documents are domain specific and are stored and manipulated independently of the other domains A document class can be shared among domains

After logging on to a specific domain user gets access to all the domains assigned to himher by selecting the domain name from a drop down available from top navigation panel

Document Repository

Every document uploaded created or imported to KRYSTALtrade DMS - Enterprise Edition is stored on the server inside a Document Repository It is a unified domain based storage system which stores and maintains all types of documents and meta-data

As an enterprise class Document Management System KRYSTALtrade DMS - Enterprise Edition can accommodate all types of electronic documents including scanned physical files (TIF JPG) PDF MS-Office files and faxes




Starting KRYSTALtrade DMS - Enterprise Edition KRYSTALtrade DMS - Enterprise Edition server is installed as a Windows Service on Microsoft Windows platforms You can use services control panel to start and stop KRYSTALtrade DMS - Enterprise Edition

On Linux or Solaris distributions you can use the script ldquoStartServershrdquo located in KRYSTAL_HOMEbin folder to start the server

To verify the installation and configuration of KRYSTALtrade DMS - Enterprise Edition server you can open the browser and visit httplocalhostportno to get connected

If you are on a machine other than on which KRYSTALtrade DMS - Enterprise Edition is installed then visit httphostnameportno where hostname is the name IP address of the machine where it is installed and port number on which it is configured to be running

Windows Installation KRYSTALtrade DMS - Enterprise Edition server is installed as a Windows Service on Microsoft Windows platforms

You can use services control panel to start and stop KRYSTALtrade DMS - Enterprise Edition




Linux Installation On Linux or Solaris distributions you can use the script ldquoStartServershrdquo located in ldquoKRYSTAL_HOMEbinrdquo folder to start the server






Getting Started KRYSTALtrade DMS - Enterprise Edition is a completely web-based solution Hence once it is installed on the server only software required to use it is internet browser

End users rarely require any training and if they do we have this complete web based training system free of charge for our customers We strive to keep things simple

Accessing KRYSTALtrade DMS - Enterprise Edition KRYSTALtrade DMS - Enterprise Edition can be accessed using any standard Java enabled web browser from anywhere on your corporate intranet extranet or internet

To access KRYSTALtrade DMS - Enterprise Edition server you can open the browser and visit httplocalhostportno to get connected on the server where it is installed


To gain access to KRYSTALtrade DMS - Enterprise Edition users need to supply their secure username password and a domain name Once logged in users can navigate through all accessible documents via Enterprise Document Management Console (EDMC)




Enterprise Document Management Console (EDMC) The Enterprise Document Management Console (EDMC) is designed in such a way that users can get to the required documents in as few clicks as possible

My Workspace On logging to the KRYSTALtrade DMS - Enterprise Edition user is presented his her workspace This area is designated as My Workspace

The My Workspace contains following sections

Document Library

Workflow

Applications




Document Library

This section of the workspace contains following subsections

Document Classes

DocViews

Checked out documents

Recent Viewed Documents

Global Search

Document Charts

Document Tags

Document Sets

Bookmarks

Document Classes This section of My Workspace displays document classes under the Document Library section to which user have at least read access User can view all documents in a particular document class by clicking on Open link associated with the document class

User can search documents based on various index fields meta-data fields and criteria using the Search link associated with a particular document class

If user has create permissions rights then an additional link title Add Document will be available to the user to add a new document in to a selected document class

Documents created in last 7 days are accessible by clicking on the new X documents link available beside the name of the document class Other details like total number of documents available in document class creation date of the document class and user who created the document class is also available here

Search Documents Users can search documents across all Document Classes in a single go User can enter the required search text in the search box and click the Search button to search document across all indexes in all document classes to which she has read accesspermissions




All indexes available in a document class and all the document tags are searched using this function

DocViews DocViews section of My Workspace module will display document views created by the logged-in user along with document views which are created by Administrator type of user and are marked as public

To view all documents which are filtered by DocView are accessible using Open link associated with the particular DocView record User can further filter the documents by using Search link available

Checked Out Documents If revision control is enabled on a document class and if the documents are checked out by the logged-in user then these document will appear under this section of the My Workspace

Here logged-in user can see the name of document class path were document is checked out on the users workstation date and time of checkout User can perform actions like cancel check-out and check-in by clicking on the respective links associated with checked out document record


Last 5 Documents viewed by the user are displayed in this sub-section of the Document Library section of My Workspace




Document Charts This sub section of Document Library section of My Workspace displays a pie chart of Repository Documents for currently logged-in domain

Bookmarks This section of My Workspace displays list of bookmarks defined by the logged-in user User can access a document in a single click by clicking on the name of the bookmark Here a list of bookmarks created by the user is displayed with option to rename or delete the bookmark

User can click on the View link to view the document User can click on Rename link to rename the bookmark

To manage bookmarks user can click on the Bookmarks link at the top of the Bookmarks section of My Workspace




Document Tags Document Tags are labels that you can add on documents to help you describe them Unlike subjects in the metadata of the document you dont have to choose tags in a closed list You are free to apply the labels that describe the document best

You can use the tag cloud to find all documents that have the same tags

Workflow

Work Queues Work queues are represented by username groups and roles to which user belong Each queue consists of work items or work cases If workflow access is enabled for a user then all the queues for users will appear on My Workspace module under Work queues tab

On clicking on the particular queue work cases assigned to that queue will be displayed as a hit list The size of hit list is restricted by user preferences

User can start a new case using Start Workflow link available at the bottom of this section




Completed Instance If logged-in user is administrator then access to all completed instances of the various work process will be available through this section

Applications

Various collaboration applications of the system are available in this tab of the My Workspace

Tasks Task assigned to or assigned by the logged-in user are listed under this sub section of the Applications section of My Workspace

Users can view details of the tasks by clicking on the title of the task or by clicking on the View link associated with the task record

Task management can be carried out by clicking on the Tasks link available on the top of this section

Events Events module allows users of KRYSTALtrade DMS - Enterprise Edition to publish details of events organized in business Events published by various users are displayed on the Events sub section of the Applications section of My Workspace module

Along with title of the event event date is displayed Details of the event can be viewed by clicking on View link available with the event record

Event management can be carried out by clicking on the Events link available on the top of this section




Announcements

Announcements are listed under this sub section of the Applications section of My Workspace module Announcements feature of KRYSTALtrade DMS - Enterprise Edition allows users to publish important information relating to its business for collaborative purposes

Announcements added by various users are displayed on the Announcements section of the My Workspace module

Users can view details of the announcement by clicking on the title of the announcement or by clicking on the View link associated with the announcement

Management of announcements can be carried out by clicking on the Announcements link available on the top of this section

Discussions This collaborative feature is available under Discussions sub sections of the Applications section of My Workspace module

Discussions feature allows users of KRYSTALtrade DMS - Enterprise Edition to collaborate and discuss various business problems and provide their opinion on the same

Users can view details of the discussion by clicking on the title of the discussion or by clicking on the View link associated with the discussion

Users can view the discussion details by clicking on title of the discussion or number of postings

Access History Access History or Recent Activities section of the My Workspace module displays the 10 most recent activities performed by the logged in user

Following data is displayed in tabular manner

Action




Object Type

Date Time

IP Address

Comment

Utilities Couple of utilities is available to the logged in user to search notes on the documents and view exception logs about exceptions which have occurred during the current session of the user




Main Menu The Main Menu of the system enables user to access various features of the system

Logged-in users can access each and every module of the system using the main menu of the application This is a dropdown menu which contains following sub menus

My Workspace

Control Panel (Available Only to System Administrator Group Users)

My Profile

Help Guides

Domain

My Workspace My Profile Control Panel Help amp Support

Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains

Manage Document Classes

Manage Indexes

Manage Lists

Manage ACL Templates

Manage Checkouts

Manage Workflow Templates

Manage Global Settings

Manage Jobs

System Reports

Recycle Bin

Users Guide

Administrators Guide

Web Services API Guide

Submit an Error




Document Classes Document Classes are nothing but a group of similar documents Document which are similar in its functional capabilities are grouped under a particular document class For example Invoicesrdquo ldquoPurchase Ordersrdquo ldquoShipping Confirmationsrdquo etc

On clicking My Workspace -gt Document Classes link on the main menu of the system user will be presented with a list Document classes to which she has at least read permissions The number of document classes on the page is restricted by the hit-list size parameter of userrsquos preferences

Logged in user can also initiate Adding a new document and can view Checked out documents by clicking on Add Document Checked out documents link on this page respectively

Users can sore the listing of document classes on the basis of Creation date as well as name of the document class

User can also see a graphical representation of number of documents added every month in each document class

Open Document Class To view all the documents in the document class user can click on Open link associated with it This will open up a hit list of document Please refer to Document Hit-list section of this document for further details




Search Document Class Logged-in user can perform various searches on a particular document class on document indexes meta-data and full text of the document content To search within a document class user can click on Search link associated with document class

Filter Document Class

Users can perform searches across all indexes in a document class User can select from multiple operators to perform a search across indexes

These operators are as given below

Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty

Along with indexes users can also perform searches on following meta-data fields

File Name

Document ID

Content Search

Creation Date (Created On)

Last Modification Date (Last Modified On)

Expiry Date (Expiry On)

Document Type

Created By

Last Modified By

Search all revisions

Document class statistics are also displayed with the search filters Count of document created modified today this week this month and this year will be displayed Also it displays the number of documents which are expiring in next 7 days




To search documents user can enter any of the criteria and click on Show Hits button The resultant document hit-list will display all documents which matches users search criteria

Please refer to Document Hit-list section of this document for further details




Along with this various tags available on the documents in selected document class are also displayed to the user for quick search

Search Documents User can perform index search across all the document classes to which she has at least read permissions User will enter search text and click on the Search button to get a search result

Search Results

All the indexes across each of the document classes are queried by the system and matching results are displayed to the user

If matching value is found in the document class and if user has access to this document class then it will be displayed along with matching number of documents To view the resultant hit list of documents user can click on Open link


Add Document To add a new document into existing document class user can use this option The option of adding a document is available only to those users who have createadd permissions on the document class Clicking on Add Document link will open a light box popup window where user can select a document to upload from hisher workstation

User must select a document and a document class to uploadcapture a document into the system




On clicking the Save button the document will be uploaded to the server system and stored in the selected document class along with index information

User must input all mandatory fields in order to upload the document to the system

If a workflow is associated with a document class then feature of uploading a new document to the document class will not be available The document can only be uploaded using Start Workflow link available under Work Queues section of the My Workspace

Bulk Upload Users can also upload more than one document in a single go using the Bulk Upload feature of the system Once user clicks on Bulk Upload link a popup window is displayed to the user

User can select documents to be uploaded by clicking on the Add Document button or by simply dragging and dropping documents on the area marked

On clicking the Upload Documents button the documents will be uploaded onto the server in bulk mode

If a workflow is associated with a document class then feature of uploading a new document using Bulk Upload feature to the document class will not be available The document can only be uploaded using Start Workflow link available under Work Queues section of the My Workspace




Please Note No index information is added to the document when documents are uploaded using this feature of the system

Manage Subscriptions To get notifications on changes made on documents user can subscribe to document classes User subscribe to following events

Batch Import

Document is added

Document is edited

New version of document added

Document marked as deleted

Document marked as expired

Document is expiring in 7-days

User can choose appropriate checkboxes and click on a Save button to subscribe




Checked out documents Users can checkout documents for editing of the document outside the Document Management System Once the document is checked out by any user the document will not be available to another user for editing

Administrators and user who have checked out documents can perform check-in or cancel the checkout to make the document available to other users of the system




To view documents checked out by logged-in user she can click on Checked out document link on the Document Classes module

User can see Document Class Checkout Path amp Date Time of each document which is checked out by the logged-in user currently User can view the document properties of document revision history by clicking on appropriate links

User can cancel the checkout or can check-in the document by clicking on appropriate links

Document Hit-list Document Hit-list displays all the matching documents from various searches or all documents from document classes

Depending upon the permissions assigned to logged-in user user can perform many actions on a document

Working with Documents User can perform diverse range of operation on the documents in EDMC by clicking on and selecting any of the following action available according to access permissions from resultant hit list

View Document To view the document you can click here or on any index field On clicking KRYSTALtrade Viewer will open and document is displayed to the user

Bookmark Document To bookmark the document for quick access in future user can use this option

Add to Document Set User can add the document to existing Document Set using this action




of the document hit-list

Submit to Workflow This option will help user to submit the document to an existing workflow process If the document has already passed through the workflow process then it will not be submitted to same workflow again

Check Out Document If revision control is enabled on the document class and user has permission to check-out the document for editing then this option will be available User can check-out document on the local machine and can edit a check-in the document back to KRYSTALtrade DMS - Enterprise Edition Once the document is checked out no one except Administrator can check-in check-out the document

Check In Document If revision control is enabled on the document class and document is checked out and user has permission to check-in the document then this option will be available User can check-in document from the local machine and can also update the indexes associated with the document

Cancel Check Out User who has checked out the document can cancel the checkout using this action

Revision History User can view complete revision history of the document by selecting this option from the action list It displays complete details of whether the document was checked out or checked in when and who performed the operation

Edit Indexes To change the indexes associated with the document users can use this option Each edit operation is logged into KRYSTALtrade DMS - Enterprise Edition but the version no of the document does not get updated Users will edit permission on the document class can only change the index values of the document

Move Document User with edit permissions to document class can move the first revision of the document from one Document Class to another using this action

Delete Document To delete the document from the repository use the delete document option from the action list

Download Document User with download permissions can download the document on their desktop by clicking the action Microsoft Office Open Office JPG PNG BMP TIFF files are downloaded as read-only PDF documents

Share Document User with email permissions can share the document with others DMS users or external users by using this action

View Hotlinks Document classes are linked with each other using the feature called Hotlinks All documents related to the current document in other document classes can be accessed using the single click operation Domain administrators can link more than one document class with each other using the common index fields of the document classes




Document Tags To add and view document tags users can click on this menu item

Notes To add and view Notes users can click on this menu item

Document Properties All properties relating to the document can be viewed by clicking on to this action

Show Access History Every action performed on the document is logged Each read writes edits operation along with the user time IP address is logged User can use this option to view the complete access history of the document Access history also stores details like creation updating deletion of annotations on the document

View Document

User can view the document by using this action KRYSTALtrade Document Viewer will display the document from within the browser directly if it is supported Otherwise document can be opened by native application installed on the logged in userrsquos desktop

KRYSTALtrade Document Viewer is a JAVAtrade based applet that enables users to perform a variety of imaging functions like zoom-in zoom-out rotate annotate etc

Users can toggle the display of the thumbnails for each page of the document

If users have appropriate permissions then she can create annotations like highlights blackout sticky notes rubber stamps notes etc




Bookmark Document

User can bookmark the document for future retrieval and easy access

On clicking this action menu a popup will appear which will ask user to input the name for the bookmark as given below

On clicking the Save button the document will be bookmarked in the My Workspace module of the EDMC

Add to Document Set

KRYSTALtrade DMS - Enterprise Edition allows users to add a document to an existing Document Set Document Sets allows users to group documents from various Document Classes and across Domains for easy access

Submit to Workflow

Users can route a document through a workflow process using this action of the system A document can be submitted to an existing Workflow Process using this option If document is already processed using the Workflow Process then it cannot be submitted to the same process

Checkout Document

KRYSTALtrade DMS - Enterprise Edition allows users to checkout and check-in documents in to repository Users with check-out permissions can check out document from a document class by using the Check-out Option from the action list The document is then downloaded on the local machine into a pre-defined path set by user in the preferences




If revision control is enabled on the document class and if the document is not checked-out and if the logged in user has checkout permissions then she can check out the document to hisher desktop for modifications

The original document will not be edited modified in the repository

Check in Document

To check-in the document back into repository users can use this feature of the system




If document is checked out and if the user has check in privileges permissions then and then only this action will be available on the document User must select a document and define the version (Major Minor) and submit the form to check in the document in the repository

Comments added while check in of the document will be considered as note on the document Both old and new version of the document will be available in repository for searching and access

Cancel Checkout

User can cancel the checkout of the document by clicking on this action menu The document will then be marked as available for checkout This action of cancelling the checkout will be registered in Revision History of the document

The document will now be available to all again for editing by other users who have checkout permissions on the document class

Revision History

For document classes with revision control enabled this action menu is available Users can view the complete revision history of the document by using this feature

Edit Indexes

Users with write permissions can edit the indexes associated with the document

On clicking the Edit Indexes action a new form with pre-populated index data will be displayed to the user

This action is available only if the document is not checked out by any user If the document is checked out then this link will not be available to users of the system

Apart from index values users can also define the expiry date for the document using this feature of the system




User can modify edit these indexes and click on Update button to save the changes

Move Document

Users with write edit permissions can move document from one Document Class to another User will be presented with a page which will allow user to select a Document Class to which the document needs to be moved to

On selecting the Document Class all indexes from that class will be displayed to the user with matching indexes being populated from source Document Class

Only document the initial revision of the document can be moved from one document class to another Any revision of document greater than 10 is not allowed to move from one class to another




Delete Document

Users with delete permissions can delete the document if the document is not checked out On clicking the Delete Document action a popup will appear for confirmation to delete the respective document




On confirming the delete action the document will be marked as deleted

Document will then move to Recycle Bin from where it can be restored or deleted permanently by the administrator user

Download Document

User with writeedit permissions can download the document by clicking this action On clicking this action the document will be downloaded on the logged in userrsquos desktop

Share Document

Document can be shared as an attachment in an email by users who have email permission or can be shared as a URL link On clicking Share Document action a new page will be displayed to the user




User must enter a valid email address and provide the comments before sharing the document The comments entered by the user will be added to the email and sent to the email address

Document Tags

Document Tags are labels that you can add on documents to help you describe them

Unlike subjects in the metadata of the document you dont have to choose tags in a closed list You are free to apply the labels that describe the document best

Users can add any labels tags on a document for quick and easy searching Users can add and delete document tags created by himher using this feature of the system Administrator user can delete any tag applied by any user




There is no limit on number of tags you can enter applied on a document

Notes

A Note is a type of annotation that can be put on the document and it remains throughout the life span of the document

Notes cannot be modified or deleted by users Only Administrators can delete notes or the users who have created notes can delete it

Users can create public as well as private notes Public Notes are available to all users to view while private notes are available only to the user who has created these notes




Unlike other annotations notes are not based on the revisions of the document it is available for all the revisions of the document If document contains Note(s) then it is displayed in the center column of the Annotations column of the document hit list To view the Note annotation click on

notes icon associated with the document

Users can add and view Notes associated with the document using this feature of the system On clicking the Notes link a popup will be displayed to the user

Users can now choose about type of note they want to add on the document Users can now add ldquoPublicrdquo notes or ldquoPrivaterdquo Notes

User can add a note by using the form available on the popup All other notes added by users will be displayed on the popup screen

The same action can be invoked by clicking on the Notes icon associated with the document on document hit list This icon appears only when there are notes added on the document




Document Properties

All important properties of the document can be viewed using this feature of the system

All available document indexes are also listed here

Show Access History

This feature displays a complete access history of the document by all users It displays the action username IP address date and time of the action type of object parameters and comments as given below

This action provides a complete Audit Log Details of the document starting from the day it is created Users will be able to track every activity performed on a particular document using this feature of the system




Users can also filter the access history by date and time User can click on Detailed History link to view the detailed access history of the document

Document Attachments

On the document hit list with each document if the document contains attachments then an icon is displayed to directly access the attachment On clicking the attachment icon list of attached document appears On clicking the attachment title the attached document is displayed

Export Results

Export to Excel

Document Hit-list can be exported in excel format by clicking on Export to Excel button available below the document list

The resultant excel sheet will contain all matching records which are available in hit-list in Microsoft Office Excel 2007 format (xlsx)




Export to PDF

Document Hit-list can be exported in PDF format by clicking on Export to PDF button available below the document list

The resultant PDF will contain all matching records which are available in hit-list in PDF Format All index information and document properties are available

DocViews (Document Views) DocViews are similar to the views made on database tables or can be used as saved searches In this case the database tables are replaced by Document Classes A snapshot of Document Class is known as a DocViews




Just like database views DocViews also provides a read only access to the selected Document Classes Users with administrative privileges can create Public and Private DocViews Normal users can create views which are Private and are accessible only by them

Users can access public DocViews created by administrator and hisher own private DocViews from DocViews section of My Workspace DocViews can also be accessed from My Workspace -gt DocViews menu from top navigation bar

User can perform various actions on the DocViews using this section of the EDMC

Create DocView To create a DocView click on New DocView link on this page

Following steps are required for creation of DocView

STEP 1 Select Document Class

In STEP 1 of the process the user is asked to select at least one document class from the available Document Classes to create a DocView




STEP 2 Select Document Indexes

After selecting Document Class user will be asked to select indexes from the selected document class

User can set search criteria at this stage for each of the index available in selected document class

STEP 3 Create DocView

If the user has administrative privileges then option of creating a public DocView will be present for this user otherwise the DocView will be private

User must enter all mandatory fields and click on the Save button to create the DocView




The newly created DocView will appear under DocViews section of My Workspace User can click on Open link to view all the documents qualified by the DocView or can use Search link to further refine the search of the documents

Public DocViews are accessible by all the users of the system Private DocViews are only accessible to the logged in user Administrator user can however manage all the DocViews

Delete DocViews Administrator or users who have created the DocView can delete a DocView by selecting the DocView and clicking on the Delete link associated with the DocView

On clicking the Delete link a confirmation is taken from the user and on confirming the delete operation DocView will be deleted from the system DocView deleted once cannot be recovered




Document Sets Document Sets allows users to group documents from various Document Classes across various domains for easy and quick access Users can create any number of Document Sets and can store any number of documents in a particular Document Set

Users can access its own Document Sets directly from Document Sets section of My Workspace Document Sets can also be accessed from My Workspace -gt Document Sets menu from top navigation bar

New Document Set User can create a new Document Set by clicking on a New Document Set link available on the page On clicking the link a form will be presented to the user Here user needs to provide a unique name for a Document Set and brief description for the same

On clicking a SAVE button Document Set will be added The newly added Document Set is accessible immediately on the My Workspace under Document Sets section




Open Document Set To view the documents in a Document Set user can click on Open link associated with the Document Set The resultant screen will be as given below

Users can view the document by clicking on the icon available on this screen

User can delete a document from the document set by clicking on icon associated with the document

Delete Document Set To delete a Document Set user can click on Delete link associated with the Document Set On clicking the link confirmation is taken from the user for delete operation and on confirming the same Document Set will be deleted from the system

Hotlinks Hotlinks features of the KRYSTALtrade DMS - Enterprise Edition allows administrator to link Document Classes with one another Hotlinks allow users to view documents from linked classes in a single click

Hotlinks are available while viewing the document as well as under the action menu item of the document hit list

Users can view documents related to each other by using this feature of the system

Administrator can create any number of hotlinks for a particular Document Class

Users cannot create hotlinks but they can use hotlinks features to view documents which are linked with each other in other Document Classes

On clicking the Hotlinks menu item on the main menu of the application available hotlinks are displayed to the ADMINISTRATOR user Users who have administrative privileges can access this feature




Create Hotlink Administrator can create hotlinks by linking two Document Classes Two classes must have a common index field in order to be linked with each other

For example an Invoice class has an index field called PO Number which is also available in the Purchase Order class

On clicking Add a Hotlink link on this screen Administrator will be taken to a page which will allow himher to create a hotlink


The system will fetch all the active document classes here Administrator should select a document class in order to create a new hotlink

After selecting a Document Class Administrator must click on NEXT button to continue

Matching indexes from both the classes will be displayed in next step




STEP 2 Select Linked Document Class

Now the system will automatically identify all the document classes which are available in the system having common indexes with the class selected in previous step

STEP 3 Select Index

Administrator can select one index on which she wants to link the original Document Class with Hot-linked Document Class as given below




After entering the name for the hotlink user can click on Submit button to save the Hotlink User must select one index on which she wants to link the two document classes

Edit Hotlink Currently the system does not support this functionality In order to edit Hotlink user must delete the existing hotlink and create a new hotlink

Delete Hotlink To delete a hotlink Administrator user can click on Delete link associated with the hotlink record On clicking the link a confirmation is taken and on confirming the delete operation hotlink is deleted from the system

Checked Out Documents Checked Out document can be accessed through My Workspace -gt Document Classes -gt Checked out Documents link Here list of checked out document will be displayed to the user in tabular manner




User can view document view document properties revision history by clicking on appropriate link associated with the checked-out document

This section also displays name of the document class checkout path and date and time of the checkout along with actions to cancel the checkout or check in the document in the repository

Bookmarks Users can bookmark documents to retrieve the documents at later date in a single click

Users can have multiple bookmarks for multiple documents User can manage all these bookmarks using this module of the system

To gain access to the bookmarks module user can click on My Workspace -gt Bookmarks link from the main menu of the system

Alternately user can also click on Bookmarks title link available on the Bookmarks section of the My Workspace screen




Rename Bookmark To rename a bookmark user can click on Rename Bookmark link associated with the bookmark record On clicking the link a popup will appear which will ask user to enter the new name for the existing bookmark

Once user enters the new name and click the Submit button the bookmark will be renamed The renamed bookmark also gets reflected on My Workspace module

Delete Bookmark To delete a bookmark user may click the Delete link associated with the bookmark On clicking the link a confirmation is taken and on confirming the delete operation the bookmark is deleted from the system




Workflow Every organization worldwide documents processes by which it conducts business Each process comprises of activities performed by entities in a manner most efficient for an organization with the use of minimal resources Each activity can parallel or sequential activity Processes require superior process knowledge and tight supervision in a manual world But as the complexity increases so does the cost and labor Process involving interaction between various division and departments invariably involve extended completion time

KRYSTALtrade DMS ndash Enterprise Edition Workflow Component tries to eliminate the deficiencies associated with a complex business process It automates the management of activities and distribution of tasks to different entities It monitors and schedules tasks over the life of a process Each task can have an associated content in the form of document information issues tasks work orders bugdefect and reports It has an inbuilt time mechanism which makes notification and escalation of tasks very efficient

KRYSTALtrade DMS ndash Enterprise Edition Workflow Component consists of two basic parts

KRYSTALtrade DMS ndash Enterprise Edition Workflow Modeling Component

Modeling component enables analysts to define processes and activities and assign them to various performers including system users and groups System activities can be configured to have an application which can exchange information with external systems One can also define the interaction between various activities including use of triggers and notifications Process is modeled using XPDL a standard defined by lsquoThe Workflow Management Coalition (WFMC)rsquo

KRYSTALtrade DMS ndash Enterprise Edition Workflow Execution Component

The execution component provides an execution environment for the process designed by the modeling component It also provides an interface for end-users for completing their tasks The execution component can be seen as sitting on top of other systems in an organization often exchanging information with them It is responsible for a number of functions like authorization authentication scheduling monitoring event processing queues prioritization escalation load balancing and task termination and auditing

Work Queues Work Queues are represented by username groups and roles to which user belong Each queue consists of work items or work cases

If workflow access is enabled for a user then all the queues for users will appear on My Workspace module under Work Queues tab





Workflow Cases Workflow Tasks

An executing instance of a Workflow model is called a Case or process instance or a Task There may be multiple cases of a particular workflow model running simultaneously however each of these is assumed to have an independent existence and they typically execute without reference to each other

Once the user has clicked the work queues all the cases in that queue are displayed User can view

the case by clicking on action and then selecting option This will open the workflow case




The workflow case displays the details of the task on the left panel with a button that allows user to view the associated document User can take action on the form displayed on the left panel

If user closes the window without making any changes or taking any action then the case is locked by system

Only user with administrative privileges can unlock the case

Completed Instances Completed Instances section is only available to the Administrator types of the user This section displays all the Workflow Process Templates to which users have access permissions

On clicking on the particular Workflow Process Template Name all Completed Instances Work Cases are displayed to the user in tabular manner as given below




Tasks Tasks module allows users of KRYSTALtrade DMS - Enterprise Edition to create and assign tasks to themselves or to other users of the system Tasks assigned to or assigned by the logged in user are displayed on the Tasks section of the My Workspace module

Users can view all tasks assigned to himher or assigned by himher by clicking on My Workspace -gtTasks menu on the top navigation bar

In this page all the tasks assigned to or assigned by the logged in user are displayed If user has assigned the task or user is an administrator then she will have option to edit or delete the same

View amp Edit Task To view and edit the details of the task users can click on the View link associated with the task




If the Task is assigned to the user then she can edit the task details on the same screen and can save the modifications by clicking on to SAVE button

Add Task To add Task user can click on Add a Task link on the top of the Task list

A form will be displayed to the user with following details

Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To

After entering all mandatory data user should click on SAVE button to add assign the task




Delete Task To delete a task user may click the Delete link associated with the task record On clicking the link a confirmation is taken and on confirming the delete operation the task is deleted from the system

Events Users can view all events by clicking on My Workspace -gt Events menu on the top navigation bar

In this page all available events are displayed to the user If user has published created an event or user is an administrator then she will have option to edit or delete the same

View Event To view the details of the event users can click on the View link associated with the event record




Add Event To add publish an Event user can click on Add an Event link on the top of the Event list


Event Title

Event Date

Event Details

After entering all mandatory data user should click on SAVE button to add publish the Event

Edit Event On clicking Edit link associated with event a pre-populated form is displayed to the user

User can modify edit required details and can click on Update button to save the changes




Delete Event To delete an event user may click the Delete link associated with the event record On clicking the link a confirmation is taken and on confirming the delete operation the event is deleted from the system

Announcements User can view all the announcements by clicking on My Workspace -gt Announcements menu on top navigation bar

In this module all the available announcements are displayed to the user If user has created the announcement or user is an administrator then she will have option to edit the announcement or delete the announcement

View Announcement To view an announcement user can click on View link associated with announcement record




Add Announcement To add an announcement user can click on Add an Announcement link on the top of the Announcement list Here a form is presented to the user to enter following details

Announcement Title

Announcement Details

Expiry Date

After entering all mandatory data user should click on Save button to save the announcement

Edit Announcement On clicking Edit link associated with Announcement Record a pre-populated form is displayed to the user User can modify edit required details and can click on Update button to save the changes




Delete Announcement To delete the announcement user may click the Delete link associated with the announcement On clicking the link a confirmation is taken and on confirming the delete operation the announcement is deleted from the system

Discussions Users can view all discussions by clicking on My Workspace -gt Discussions menu on top navigation

In this module all the available discussions are displayed to the user If user has started created the discussion topic or user is an administrator then she will have option to edit the discussion or delete the same

View Discussion To view the details of the discussion users can click on the View link associated with the discussion record Here user can post hisher opinion on the discussion All postings by other users are also displayed in this module of the system




User can enter a comment posting for the current discussion and click on the SUBMIT button to post a comment on a discussion

Add Discussion To add start a discussion user can click on Add a Discussion link on the top of the Discussions list


Discussion Title

Discussion Details




After entering all mandatory data user should click on SAVE button to save start the discussion

Edit Discussion On clicking Edit link associated with discussion a pre-populated form is displayed to the user User can modify edit required details and can click on Update button to save the changes

Delete Discussion To delete the discussion user may click the Delete link associated with the discussion On clicking the link a confirmation is taken and on confirming the delete operation the discussions is deleted from the system

Utilities This section details Utilities available to the user of KRYSTALtrade DMS - Enterprise Edition

Search Notes Users can use Search Notes utility from My Workspace module to search notes by particular user on particular document class Users can search notes by clicking on Search Notes link under Utilities section of My Workspace module or by using My Workspace -gt Search Notes menu from top navigation bar




User need to enter search text and select at least one document class and at least one user to perform the search

On clicking the Search button matching records are displayed to the user as depicted below

Here user can view the document on which note is posted by clicking on View Document link

Administrators can delete the note by clicking on Delete Note link associated with the note




View Exception Logs Exceptions occurred during the current session of the user can be viewed using this module of the system Users can view exception logs by clicking on View Exception Logs link under Utilities section of My Workspace module or by clicking on My Workspace -gt View Exception Logs menu on top navigation bar

As shown below this module will display Exception Title and Date time when the exception has occurred

View Exception Details To view details of the exception user can click on Exception Title or Date time Here following details are displayed for each exception

Exception Title

Exception Date Time

Exception Details




My Profile The My Profile menu item allows users to manage their profile information Users can use following menu items

Preferences

Change Password

Change User

Logout

Preferences Users of KRYSTALtrade DMS - Enterprise Edition can customize various settings for the application using this module This module allows user to set system preferences

User can define settings for hit-list size hits columns checkout path etc here User can turn-on or turnoff the hit list columns and thumbnails in document viewer




To save these preferences user should click on SAVE button The preferences will take effect immediately for the user in current logged in session

Change Password Change password utility will help user to change his her password On clicking Change Password link on Utilities section of My Workspace module or by clicking on My Workspace -gt Change Password menu on top navigation bar a popup will be displayed to user for changing the password

The password must match following criteria

Must of 8 character or more in length

Must contain at least one UPPER CASE letter

Must contain at least one LOWER CASE letter

Must contain at least one NUMERIC character

Must contain at least one SPECIAL character

Only if the current password is matching with the userrsquos current password and new password and confirm password are same and at least 8 characters in length then it will be changed by clicking on the Submit button

Change User Change user menu item is available only when the Automatic sign on is enabled in the system On clicking the Change user menu item userrsquos session is terminated and login details saved in the client browsers cookies is destroyed permanently and user is redirected to successful logout page

To gain access to the system user must enter hisher credentials




Logout To logout from the system users can use this menu item under My Profile menu of the system On click of the logout menu confirmation is taken from the user and on confirming the action user is logged out from the system and appropriate message is displayed to the user





KRYSTALtrade Document Viewer Documents in KRYSTALtrade DMS - Enterprise Edition are viewed using KRYSTALtrade Document Viewer The KRYSTALtrade Document Viewer comes bundled with KRYSTALtrade DMS - Enterprise Edition system

The KRYSTALtrade- Document Viewer provides following functionalities to the users

Zoom In Zoom Out

Rotate Document

Annotations o Blackout o Highlight o Stick Notes o Notes o Rubber Stamps

Print Document

Email Document




If document format is not supported by KRYSTALtrade - Document Viewer then it will allow user to view the document in its native application installed on clients desktop

Document Attachments Certain documents cannot be classified in document classes as they are supporting documents for a specific document Such files images documents can be added as an attachment to a document

View Attachment Users can view attachment by clicking on the attachment title on the attachment list page or by clicking on the attachment title tab available on document window

While viewing a document user gets an option to add attachment to the document User can click on the attachment tab associated with the document to manage attachments for the document




Administrators can remove these attachments by using remove icon associated with the attachment

Add Attachment On clicking ldquoAttachmentsrdquo tab associated with a document list of attachments are displayed to the user along with option to add attachment

User can select the document file to be added as attachment and can provide the title for the attachment along with keywords On click of Add Attachment document will be stored in repository and marked as an attachment to the current document

The attachment list is also updated immediately Administrators can remove these attachments by using remove icon associated with the attachment

Remove Attachment Administrators can remove attachment from a document using this feature of the system On clicking the remove icon a confirmation is taken from the user and on confirming the delete operation the attachment is removed from the document


Add Document Tag Users who have read permissions on a document class can add any number of tags by adding the label in Document Tag field and click on Submit button given




Remove Document Tag User can delete a document tag by clicking on delete icon associated with the tag Users can delete only tags which are added by himher A confirmation is taken on delete operation and on confirmation the tag will be removed from the system




Forgot Password This module allows users to gain access to their password Users can enter their Username and registered email id to gain access to their password

On submitting the details if the details are valid then KRYSTALtrade DMS - Enterprise Edition will generate a new password and send the password to the registered email address (Email ID) of the user




Conclusions This document is a great help to users who wants to access KRYSTALtrade DMS ndash Enterprise Edition

After having read it you will be able to use KRYSTALtrade DMS ndash Enterprise Edition

Further Reading For comprehensive information on administering and managing KRYSTALtrade DMS ndash Enterprise Edition we recommend reading KRYSTALtrade DMS ndash Enterprise Edition Administratorrsquos Guide

In order to integrate KRYSTALtrade DMS with existing or custom developed applications using Web Services APIs please refer to KRYSTALtrade DMS ndash Enterprise Edition Web Services API Guide

Copyrights and Trademarks

Copyright 2001-2013 Primeleaf Consulting [P] Ltd India

All Rights Reserved This guide is subject to copyright protection

All other trademarks are acknowledged as the property of their respective owners

This document and the product to which it pertains are distributed under licenses restricting their use copying distribution and de-compilation No part of this document or of the associated product may be reproduced in any form by any means without prior written authorization of Primeleaf Consulting except when presenting only a summary of the tutorial and then linking to Primeleaf website (httpwwwprimeleafin) KRYSTAL DMS website (httpwwwkrystaldmsin)

DOCUMENTATION IS PROVIDED AS IS AND ALL EXPRESS OR IMPLIED CONDITIONS REPRESENTATIONS AND WARRANTIES INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT ARE DISCLAIMED EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID

The contents of this document are strictly confidential and remain the property of Primeleaf Consulting [P] Ltd The document or any part thereof must not be distributed to any person other than those within the Client organization who are authorized to view the same

FIRST EDITION

AUGUST 2013

This edition applies to the licensed program KRYSTALtrade DMS ndash Enterprise Edition Version 80 and to all subsequent releases and modifications until otherwise indicated in new editions Please make sure you are using the proper edition for the level of the product

All the names in this guide manual are fictional and any resemblance to existing people or firms is purely coincidental If you have any comments about the guide manual or the product we would very much like to hear from you

Please send your comments by e-mail to infokrystaldmsin or by fax to +91 2447 3373

Table of Content


Features 1


System Structure 3

Domains 3





Getting Started 6



My Workspace 7

Document Library 8

Workflow 11

Applications 12

Main Menu 15

Document Classes 16




Search Documents 19

Search Results 19

Add Document 19

Bulk Upload 20





View Document 25






Cancel Checkout 28

Revision History 28

Edit Indexes 28

Move Document 29

Delete Document 30


Share Document 31

Document Tags 32

Notes 33




Export Results 36

Export to Excel 36

Export to PDF 37


Create DocView 38




Delete DocViews 40

Document Sets 41

New Document Set 41



Hotlinks 42

Create Hotlink 43




Edit Hotlink 45

Delete Hotlink 45


Bookmarks 46

Rename Bookmark 47

Delete Bookmark 47

Workflow 48

Work Queues 48



Tasks 51


Add Task 52

Delete Task 53

Events 53

View Event 53

Add Event 54

Edit Event 54

Delete Event 55

Announcements 55


Add Announcement 56



Discussions 57

View Discussion 57

Add Discussion 58

Edit Discussion 59


Utilities 59

Search Notes 59



My Profile 62

Preferences 62

Change Password 63

Change User 63

Logout 64



View Attachment 66

Add Attachment 67


Document Tags 67

Add Document Tag 67


Forgot Password 69

Conclusions 70

Further Reading 70





























Internet Explorer

Mozilla Firefox

Google Chrome

Safari



Oracle


MySQL


DB2 UDB

PostGRE SQL





Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document








































Table of Content


Features 1


System Structure 3

Domains 3





Getting Started 6



My Workspace 7

Document Library 8

Workflow 11

Applications 12

Main Menu 15

Document Classes 16




Search Documents 19

Search Results 19

Add Document 19

Bulk Upload 20





View Document 25






Cancel Checkout 28

Revision History 28

Edit Indexes 28

Move Document 29

Delete Document 30


Share Document 31

Document Tags 32

Notes 33




Export Results 36

Export to Excel 36

Export to PDF 37


Create DocView 38




Delete DocViews 40

Document Sets 41

New Document Set 41



Hotlinks 42

Create Hotlink 43




Edit Hotlink 45

Delete Hotlink 45


Bookmarks 46

Rename Bookmark 47

Delete Bookmark 47

Workflow 48

Work Queues 48



Tasks 51


Add Task 52

Delete Task 53

Events 53

View Event 53

Add Event 54

Edit Event 54

Delete Event 55

Announcements 55


Add Announcement 56



Discussions 57

View Discussion 57

Add Discussion 58

Edit Discussion 59


Utilities 59

Search Notes 59



My Profile 62

Preferences 62

Change Password 63

Change User 63

Logout 64



View Attachment 66

Add Attachment 67


Document Tags 67

Add Document Tag 67


Forgot Password 69

Conclusions 70

Further Reading 70





























Internet Explorer

Mozilla Firefox

Google Chrome

Safari



Oracle


MySQL


DB2 UDB

PostGRE SQL





Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document








































Revision History 28

Edit Indexes 28

Move Document 29

Delete Document 30


Share Document 31

Document Tags 32

Notes 33




Export Results 36

Export to Excel 36

Export to PDF 37


Create DocView 38




Delete DocViews 40

Document Sets 41

New Document Set 41



Hotlinks 42

Create Hotlink 43




Edit Hotlink 45

Delete Hotlink 45


Bookmarks 46

Rename Bookmark 47

Delete Bookmark 47

Workflow 48

Work Queues 48



Tasks 51


Add Task 52

Delete Task 53

Events 53

View Event 53

Add Event 54

Edit Event 54

Delete Event 55

Announcements 55


Add Announcement 56



Discussions 57

View Discussion 57

Add Discussion 58

Edit Discussion 59


Utilities 59

Search Notes 59



My Profile 62

Preferences 62

Change Password 63

Change User 63

Logout 64



View Attachment 66

Add Attachment 67


Document Tags 67

Add Document Tag 67


Forgot Password 69

Conclusions 70

Further Reading 70





























Internet Explorer

Mozilla Firefox

Google Chrome

Safari



Oracle


MySQL


DB2 UDB

PostGRE SQL





Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document








































Tasks 51


Add Task 52

Delete Task 53

Events 53

View Event 53

Add Event 54

Edit Event 54

Delete Event 55

Announcements 55


Add Announcement 56



Discussions 57

View Discussion 57

Add Discussion 58

Edit Discussion 59


Utilities 59

Search Notes 59



My Profile 62

Preferences 62

Change Password 63

Change User 63

Logout 64



View Attachment 66

Add Attachment 67


Document Tags 67

Add Document Tag 67


Forgot Password 69

Conclusions 70

Further Reading 70





























Internet Explorer

Mozilla Firefox

Google Chrome

Safari



Oracle


MySQL


DB2 UDB

PostGRE SQL





Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document








































Add Document Tag 67


Forgot Password 69

Conclusions 70

Further Reading 70





























Internet Explorer

Mozilla Firefox

Google Chrome

Safari



Oracle


MySQL


DB2 UDB

PostGRE SQL





Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document




































































Internet Explorer

Mozilla Firefox

Google Chrome

Safari



Oracle


MySQL


DB2 UDB

PostGRE SQL





Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document












































Domains


Domains





Document Repository

































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document






































































Document Library

Workflow

Applications




Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document











































Document Library


Document Classes

DocViews



Global Search

Document Charts

Document Tags

Document Sets

Bookmarks




























Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document






























































Workflow








Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document












































Applications











Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document











































Announcements











Action




Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document











































Object Type

Date Time

IP Address

Comment







My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document













































My Workspace


My Profile

Help Guides

Domain


Document Classes

DocViews

Document Sets

Tasks

Events

Announcements

Discussions

Bookmarks

Search Notes

View Exception Logs

Preferences

Change Password

Change User

Logout

Manage User

Mange Groups

Manage Roles

Manage Domains


Manage Indexes

Manage Lists


Manage Checkouts



Manage Jobs

System Reports

Recycle Bin

Users Guide



Submit an Error

















Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document
























































Is

Is Not

Like

Not Like

Is Greater Than

Is Lesser Than

Between

Is Empty

Is Not Empty


File Name

Document ID

Content Search




Document Type

Created By

Last Modified By













Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document


















































Search Results





















Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document























































Batch Import

Document is added

Document is edited













































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document















































































View Document








Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document











































Bookmark Document




Add to Document Set


Submit to Workflow


Checkout Document







Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document













































Check in Document







Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document













































Cancel Checkout



Revision History


Edit Indexes









Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document












































Move Document







Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document











































Delete Document







Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document













































Download Document


Share Document






Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document












































Document Tags








Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document












































Notes
















Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document




















































Document Properties



Show Access History









Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document














































Export Results

Export to Excel






Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document











































Export to PDF

































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document





































































































STEP 3 Select Index

































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document







































































































Task Title

Due Date

Task Status

Start Date

Priority

Complete

Task Details

Category

Assigned To














Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document




















































Event Title

Event Date

Event Details















Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document



















































Announcement Title


Expiry Date
















Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document





















































Discussion Title

Discussion Details






















Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document





























































Exception Title

Exception Date Time

Exception Details





Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document












































Preferences

Change Password

Change User

Logout



























Zoom In Zoom Out

Rotate Document


Print Document

Email Document
































































Zoom In Zoom Out

Rotate Document


Print Document

Email Document








































Primeleaf Consulting [P] Ltd - KRYSTAL Document Management System (DMS) · 2017-01-20 ·...

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Transcript of Primeleaf Consulting [P] Ltd - KRYSTAL Document Management System (DMS) · 2017-01-20 ·...