Document Management

This feature allows an administrator to view all the documents created by a specific user. The user specific documents can be shared or deleted by the administrator via this module. The Document Management tile appears in the Administration module.

• Click the Document Management option from the Administration Page.

• The user gets directed to the Document Management window.

• Select a user from the Users list.

• A list of documents gets displayed as created by that user.

	Copy	Redirects to Copy the selected document to another user(s)
	Share	Redirects the users to share the selected document with another user(s) or group(s). The users can also share the document with the excluded users
	Delete	Removes the selected document from the list
	Exclude from Doc	Excludes the user from accessing the specific document.

Copying a Document

• Click the Copy icon for a document from the document management list.

• The Copy Document window opens.

• Search the user using the Search space.

• Select the user(s) by using the checkbox.

• Click the Save option.

• The document gets copied to the selected user’s account.

Please Note: The copied documents can be seen under the Shared Documents. The same gets notified by a notification message. The documents that get shared through the Copy option, get all the document operations.

Sharing a Document

• Click the Share icon for a document from the document management list.

• The Share Documents window opens.

• It contains Share with User, Share with Group and Exclude User(s) tabs.

• Search for the specific user(s)/ group(s) using the search space.

• Select User(s)/Group(s)/User(s) to exclude using the checkboxes.

• Click the Save option.

• The document gets shared with the selected user’s account/ to the selected groups or the selected user(s) get exclude from the rights to access a document.

Please Note: The Shared Documents can be seen under the Shared Documents. The same gets notified by a notification message. The documents that get shared through the Share option contain read only permission.

Delete a Document

• Click the Delete icon for a document from the document management list.

• The Delete Document dialog box appears to confirm the action of deletion.

• Click the DELETE option.

• The selected document gets deleted and the same gets informed by a notification message.

Please Note:

• The administrator must exclude users from a shared document before deleting the document.

• The Share/Exclude options can be applied only to the files, the folders available under the Document Management module do not support these actions.

• The users also get notified by an email if the document has been shared or the user has been excluded from it using the Share option (The following image displays a model email for the Shared with user option).

• Click on a folder from the document management list.

• All the available documents inside the selected folder get displayed.

Excluding a Document

• Click the Exclude from Doc icon for a document.

• The Exclude User dialog box opens.

• Click the EXCLUDE option.