Creating & Managing Documents

  • Creating a new document

    How to create a new document, upload files to the document and also prevent other users from editing the document whilst it's in work.

  • Move documents in a structure

    How to move documents from one project to another. Please refer to this FAQ for more information.

  • Reorder files and documents

    How to change the order of both files and documents in your structure.

  • Check-in/Check-out

    How you can prevent anyone other than yourself from editing your document (Check in/Check out). Please​ refer to this FAQ for more information.​​

  • Make public/Make restricted

    How to set your document so that it's accessible with 'guest' access and how to switch it back to 'restricted' only to the group. Please refer to this FAQ for more information.

  • Creating a new version

    Create a new version of your document once the current version has reached the end of its life cycle.

  • Statuses, Comments and Reviewing Processes

    How to change document statuses, Start and manage reviewing processes and leave comments on a documnet if necessary.

Creating & Managing Projects

  • ​Reorder objects

    How to move Projects, Items, Assets, Locations etc.. within an EDMS structure.

  • ​The tree in EDMS

    Tips and tricks on how to navigate within the tree structure.

  • Working with Projects

    Reordering project structures and useful tips and tricks.

Searching & the Caddie in EDMS

  • ​General Search

    Tips and tricks on how to use the Search functionality. Please refer to this FAQ for more information.

  • ​Advanced Search

    Tips and tricks on how to use the advanced Search functionality. Please refer to this FAQ for more information.

  • The Caddie

    Using the Caddie to carry-out batch operations (change status, make public, share etc...). Please refer to this FAQ for more information.

Utilities

  • ​Favourites

    Using Favourites to save regularly used objects.

  • The Inbox

    How to use the Inbox to consult reviewing processes and access requests. Please refer to this FAQ for more information.

Access Rights

  • ​Access rights and sharing

    How to check access rights in a document and how to share documents. Please refer to this FAQ for more information.

Items

  • ​Reorder BOM

    How to reorder the Bill of Materials in an EDMS structure.