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Training Center - Individual Version
Managing Documents
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Once a document is created you can easily manage and manipulate the stored 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.
Modify allows you to update a document, delete attached files and add new ones, change descriptive name and add web links.
Delete allows you to delete a document.
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 the option to comment on the received document.
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.
Comment allows you to add notes and remarks to a document. It can be useful in a discussion forum or an opinion poll.
Move allows you to move a document to another folder.
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.
Print opens a printable view of a document. To print a document go to File --> Print.
From this screen you can also download attached files and open web pages.
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.
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