Tree
Functionality 'Tree' allows:
- To form the tree of the documentary database.
- Manage permissions for access to records, subfolders and records.
- Import and codification of your documents.
- Start an update of a document and the validation workflow.
- To disseminate documents.
- To follow the life cycle of documents.
The tree registry is used to view all the files and subfolders of the developed tree, as well as the various documents that have been recorded within each of them.
To know: By default, 2 folders are saved in the tree and cannot be modified or deleted:
- ARCHIVES file for archiving your documents.
- CORBEILLE folder for the storage of your documents to be deleted.
It is possible to restrict the viewing of these folders in the module "Parametering", "User management", "To the".
Related Articles
Update a document
To update a previously saved document, click on the corresponding folder in the tree so that it appears in the registry. Then click on the " buttonActions" to the right of the line corresponding to the document to be updated. A winding menu appears. ...Import documents en masse
Bulk import of document is possible if permission is checked in the module "Parametering", "User management", "To the". And if the user has permission to create a document (permission given via the Tree menu of the Documentation module) In the Tree ...Create a document
To save a new document in your documentary database, click on the " buttonCreation of a document". Complete the different fields: Fields marked with a * must be entered. - File = File in which the document will be recorded. ' / ' will save the ...Creating a file
To create a new folder in your documentary tree: 1) Click on the folder in which a subfolder must be created 2) Click on the button The creation page of a folder opens. 1) Enter the folder name in the 'Fold' field.The following characteristics cannot ...