General: How to create a new user Answer:
Go to the Tools/Config tab of the ribbon menu:
From here there are 2 ways of creating a new user:a. Click the Manage Users and Groups ...
General: How to import a document Answer:
Use the Framework Selection Button to select a framework.
Go to Tools/Config:
Then select Import Documents:
In the Import External Documents wizard, you will be prompted to assign ...
General: How do I publish a document? Answer:
Make sure that the document is approved. Unapproved documents cannot be published until they are approved.
Ensure that publishing is allowed for the framework or folder ...
General: What is a "document approver"? Answer: Document Approvers are users who have been assigned the responsibility of approving documents. Documents approvers can be assigned to individual documents when a document is ...
General: Can I import folders into the DMS? Answer: Yes! You can import folders or documents into the DMS by dragging and dropping. You can even import an entire folder structure (folder with all ...
