Difference between revisions of "Create Documents and Folders"
From SNIPER Systems
(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 | + | [[Category:SNIPER D.M.S]] |
+ | 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. | + | 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 | + | ** Navigate to Add sub-folder from the main bar. |
− | ** After Creating | + | ** After Creating a folder, click on its name to edit access privileges. Permissions for this folder can be created here. |
− | * To Create Document: | + | * To Create a Document: |
− | ** | + | ** Select the folder you want to upload your files to from the main screen. |
− | ** Then | + | ** 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 | + | *** 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]] | ||
− | + | *** Workflow: assign the file to one of the created workflows [[Workflow|More Info About The Workflow]] | |
− | *** Workflow: | + |
Latest revision as of 19:40, 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:
- Name: the name of the document on the system.
- Keywords: More Info
- Categories: More Info
- Workflow: assign the file to one of the created workflows More Info About The Workflow