DMS – Introduction
The document management system can be seen as a company’s archive. You not only have access to your personal archive but also to so called team-archives. These can be individually unlocked for specific employees depending on which company department they work in. Therefore any document is fast and easily accessible for everyone and data can be shared without problem.
subtitles for this video will be available soon
DMS – Introduction
The document management system can be seen as a company’s archive. You not only have access to your personal archive but also to so called team-archives. These can be individually unlocked for specific employees depending on which company department they work in. Therefore any document is fast and easily accessible for everyone and data can be shared without problem.
subtitles for this video will be available soon
DMS – Introduction
The document management system can be seen as a company’s archive. You not only have access to your personal archive but also to so called team-archives. These can be individually unlocked for specific employees depending on which company department they work in. Therefore any document is fast and easily accessible for everyone and data can be shared without problem.
subtitles for this video will be available soon
1.
1. archives and their folder structure
The DMS can be found in the menu bar on the left. It contains every employee’s personal archive as well as all the specifically for them unlocked public archives. Data can not only be saved within these different archives, it can be sorted into individual files.
In order to create a new folder within an archive you have to click + > create folder in the top right corner. Saving documents in such created folders works through basic drag and drop principle. This results in a file structure that is already familiar from the Windows Explorer or the MacOS Finder.
2.
2. overwriting and archiving data
Due to versioning applied to the DMS an uploaded document that has the exact same name as an already existing one within the file will simply overwrite the existing document. So only the newest version of each document will be saved, unless it is wanted otherwise. Click > Info right beside a chosen document to learn more about its file history and other relevant information about it.
In ConnectOS deleting documents is handled through archiving. Just click > Archive right beside the chosen file. So the document won’t be deleted completely, it will simply be hidden. If you click > show archived documents in the top right corner you can access already archived data.
3.
3. archive authority
For an employee to have access to an archive other than their personal one they have to be granted authority first. In the menu bar left these options can be set in the category HR > employees. Choose the employee of interest and open the submenu AUTHORIZATION in the top menu bar of the opened tab. In those settings it can be defined to which company department and to what extend the employee has access to. Here can be differentiated between READ, WRITE and ADMINISTER. In between all the available modules the ARCHIVES module can be found as well.
1.
1. archives and their folder structure
The DMS can be found in the menu bar on the left. It contains every employee’s personal archive as well as all the specifically for them unlocked public archives. Data can not only be saved within these different archives, it can be sorted into individual files.
In order to create a new folder within an archive you have to click + > create folder in the top right corner. Saving documents in such created folder works through basic drag and drop principle. This results in a file structure that is already familiar from the Windows Explorer or the MacOS Finder.
2.
2. overwriting and archiving data
Due to versioning applied to the DMS an uploaded document that has the exact same name as an already existing one within the file will simply overwrite the existing document. So only the newest version of each document will be saved, unless it is wanted otherwise. Click > Info right beside a chosen document to learn more about its file history and other relevant information about it.
In ConnectOS deleting documents is handled through archiving. Just click > Archive right beside the chosen file. So the document won’t be deleted completely, it will simply be hidden. If you click > show archived documents in the top right corner you can access already archived data.
3.
3. archive authority
For an employee to have access to an archive other than their personal one they have to be granted authority first. In the menu bar left these options can be set in the category HR > employees. Choose the employee of interest and open the submenu AUTHORIZATION in the top menu bar of the opened tab. In those settings it can be defined to which company department and to what extend the employee has access to. Here can be differentiated between READ, WRITE and ADMINISTER. In between all the available modules the ARCHIVES module can be found as well.
1. archives and their folder structure
The DMS can be found in the menu bar on the left. It contains every employee’s personal archive as well as all the specifically for them unlocked public archives. Data can not only be saved within these different archives, it can be sorted into individual files.
In order to create a new folder within an archive you have to click + > create folder in the top right corner. Saving documents in such created folder works through basic drag and drop principle. This results in a file structure that is already familiar from the Windows Explorer or the MacOS Finder.
1.
2.
2. overwriting and archiving data
Due to versioning applied to the DMS an uploaded document that has the exact same name as an already existing one within the file will simply overwrite the existing document. So only the newest version of each document will be saved, unless it is wanted otherwise. Click > Info right beside a chosen document to learn more about its file history and other relevant information about it.
In ConnectOS deleting documents is handled through archiving. Just click > Archive right beside the chosen file. So the document won’t be deleted completely, it will simply be hidden. If you click > show archived documents in the top right corner you can access already archived data.
3. archive authority
For an employee to have access to an archive other than their personal one they have to be granted authority first. In the menu bar left these options can be set in the category HR > employees. Choose the employee of interest and open the submenu AUTHORIZATION in the top menu bar of the opened tab. In those settings it can be defined to which company department and to what extend the employee has access to. Here can be differentiated between READ, WRITE and ADMINISTER. In between all the available modules the ARCHIVES module can be found as well.
3.