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| Customer Support Center |
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eDocsOnline.com is committed to providing the highest quality online document management service. Our goal is to achieve 100% customer satisfaction and to resolve your issues quickly and efficiently.
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| Training Center - Business Version |
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Managing Documents |
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Once a document is created you can easily manage and administer your information.
Open a document and have a look at what can be done. You can open a document through My Favorite Folders or Document Manager. Another way is to retrieve a document by Preset Search, by initiating the Advanced Search function (Find Document) or just by running Quick Search.
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Modify allows you to create a new version of a document. You can update your document: add new files, delete useless files, change data in the fields.
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Withdraw allows you to transfer a document to Obsolete status, the last phase in the document life cycle. It is similar to placing your document in archive. The document is still useful for review, but no changes can be made.
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Mail allows you to send a document. Your addressee gets access to the shared document only and does not see any other documents. However, an addressee has an option to comment on the received document.
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Notify sets up a notification process, i.e. others are automatically informed by e-mail whether the document is created/changed or comments are added. Include in the notification list yourself, a person from your contact list or any external addressee.
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Comment allows you to add notes and remarks to a document. It can be useful in a discussion forum or an opinion poll.
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Print opens a printable view of a document. To print a document go to File --> Print.
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History traces the history of a document. It identifies when and by whom the document was created or changed, compares different versions and verifies what exactly was changed.
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Delete allows you to delete a document. Please note that only documents with Obsolete status can be deleted.
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Move allows you to move a document to another folder.
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Duplicate allows you to create a new document from another one. The process is similar to creating a new version, but at the end you get a new document with its unique ID number.
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From this screen you can also download attached files, open web pages and view linked documents.
To download a file, click on the name of the file that you want to download and choose between two options: Save or Open (depending on your web browser it may sound a little bit different, for example, Save it to disk / Open it).
To open a web page, click on the URL address. It opens in a new window.
To view a linked document (document references), click on the Document ID.
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Besides, here you can retrieve different versions of a document.
At the top of a screen there are a numerical series of existing versions. Clicking on a number retrieves that particular version.
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