Document Manager

In this article:

• Introduction
• Document Management

Introduction

The Document Manager displays all documents sorted by date modified. You can change the order and sorting by clicking on the heading of a column. Besides, you can change the search results by entering some free text, selecting the owner of the document or the category which the document should have (take a look at the fields above the table).

Warning

The user may not be able to see all documents due to lack of permissions. Also a document may be search disabled. How permissions affect you can read in the article Access Control.

Document Management

Create Document

In order to create a new document, you have to:

1. Click + button.
2. In the open window, select the document type and click Ok.
3. Choose a profile (more details here) or a document id/alias that will be inherited for the current document and click Create.
4. Click Ok after filling in the required fields in the page info.

Edit Document

To edit a document, you have to move the mouse over the document and click that appears.

Copy Document

To copy a document, you have to move the mouse over the document and click that appears.

Remove Document

In order to remove documents or put it in the waste basket, you have to:

1. Enable Remove switch button.
2. Select the necessary documents.
3. Click Actions and select the desired action.

See also

See more information in Deletion and Waste Basket article.