Difference between revisions of "Create Documents and Folders"

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(Created page with "SNIPER D.M.S manages documents and folders very similar to a file system on your hard disk. But it offers much more when it comes to additional meta data like the author, keyw...")
 
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SNIPER D.M.S manages documents and folders very similar to a file system on your hard disk. But it offers much more when it comes to additional meta data like the author, keywords, a description, and arbitrary attributes.
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The way SNIPER D.M.S manages documents and folders is very similar to a file system on your hard disk. But it offers much more when it comes to additional meta data like author, keywords, a description, and arbitrary attributes.
  
Each document has at least one version which is the actual content of the document. Any update will create a new version, while keeping all the old ones.
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Each document has at least one version which is the actual content of the document. When updates are made to the document, a new version will be created, and the system will keep old versions of the document.
  
 
* To Create Folders:
 
* To Create Folders:
** Navigate to Add Subfolder from the main bar  
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** Navigate to Add sub-folder from the main bar.
** After Creating the folder and from the main screen click on the created folder name and then Edit access from this screen you can mange the privilege on this folder
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** After Creating a folder, click on its name to edit access privileges. Permissions for this folder can be created here.
* To Create Document:
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* To Create a Document:
** From the main screen select the folder you want to upload your file in
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** Select the folder you want to upload your files to from the main screen.
** Then from the main bar navigate to Add document you can see here that you have many option we will explain the important one 
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** Then, navigate to Add document from the main bar. Numerous options are available and these are a list of some important options:
*** Name: the name of the document on the system
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*** Name: the name of the document on the system.
 
*** Keywords: [[Documents, Folders Meta data and attribute|More Info]]
 
*** Keywords: [[Documents, Folders Meta data and attribute|More Info]]
 
*** Categories: [[Documents, Folders Meta data and attribute|More Info]]
 
*** Categories: [[Documents, Folders Meta data and attribute|More Info]]
*** Categories: [[Documents, Folders Meta data and attribute|More Info]]
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*** Workflow: assign the file to one of the created workflows [[Workflow|More Info About The Workflow]]
*** Workflow: to assign the file to one of the created workflows [[Workflow|More Info About The Workflow]]
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Revision as of 11:25, 29 September 2015

The way SNIPER D.M.S manages documents and folders is very similar to a file system on your hard disk. But it offers much more when it comes to additional meta data like author, keywords, a description, and arbitrary attributes.

Each document has at least one version which is the actual content of the document. When updates are made to the document, a new version will be created, and the system will keep old versions of the document.

  • To Create Folders:
    • Navigate to Add sub-folder from the main bar.
    • After Creating a folder, click on its name to edit access privileges. Permissions for this folder can be created here.
  • To Create a Document:
    • Select the folder you want to upload your files to from the main screen.
    • Then, navigate to Add document from the main bar. Numerous options are available and these are a list of some important options: