{"id":713,"date":"2016-03-04T08:18:42","date_gmt":"2016-03-04T08:18:42","guid":{"rendered":"http:\/\/viennaadvantage.com\/blog\/?p=713"},"modified":"2017-11-03T16:45:39","modified_gmt":"2017-11-03T16:45:39","slug":"the-ultimate-guide-to-vienna-advantage-document-management-system","status":"publish","type":"post","link":"https:\/\/onfinity.io\/blog\/document-management-tips\/the-ultimate-guide-to-vienna-advantage-document-management-system\/","title":{"rendered":"The ultimate guide to VIENNA Advantage Document Management System"},"content":{"rendered":"<blockquote>\n<p style=\"text-align: justify;\"><em>In the next period we will be writing a short series of articles explaining some key functionalities of our <\/em><a href=\"http:\/\/www.viennaadvantage.com\/dms-overview.php\" target=\"_blank\" rel=\"noopener\"><em>Document Management System<\/em><\/a><em> which we believe would give you comprehensive insights of our DMS solution. Moreover, this series of articles will help you get started with the system. So let\u2019s begin with a proper introduction of the solution.<\/em><\/p>\n<\/blockquote>\n<h2><span style=\"color: #0084c4;\"><strong>Solution Overview<\/strong><\/span><\/h2>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.viennaadvantage.com\/dms-overview.php\" target=\"_blank\" rel=\"noopener\">VIENNA Advantage DMS<\/a> is an enterprise level document management system designed to meet any functional requirements, of any organization, and to support any number of users and documents.<\/p>\n<p style=\"text-align: justify;\">Our DMS solution can be installed [1] on premises, [2] on your private cloud or [3] on the Enterprise Cloud offered by VIENNA Advantage. Its web-based mobile client is light enough to run on all mobile devices and enables you to be in control of your documents from anywhere.<\/p>\n<p style=\"text-align: justify;\">Using VIENNA Advantage DMS is easy and intuitive! The system automatically picks up documents from your existing repositories and index the documents in a structured way, based on preset rules in the workflow. VIENNA Advantage DMS is the <strong>first ever enterprise level document management system that is tightly integrated with an <\/strong><a href=\"http:\/\/www.viennaadvantage.com\/erp-crm-overview.php\" target=\"_blank\" rel=\"noopener\"><strong>ERP and CRM solution<\/strong><\/a>.<\/p>\n<h2><span style=\"color: #0084c4;\"><strong>Why VIENNA Advantage DMS is the best solution for your organization?<\/strong><\/span><\/h2>\n<p style=\"text-align: justify;\">VIENNA Advantage DMS is a comprehensive Document Management Solution <strong>used by many organizations and government institutions<\/strong> world-wide. With its rich set of features it can easily take on any world class DMS. Furthermore, it provides an intuitive and easy user interface, with <strong>short learning curve<\/strong>, that lets you go live quickly.<\/p>\n<p style=\"text-align: justify;\">VIENNA Advantage DMS comes with <strong>inbuilt business process management<\/strong> and <strong>workflow automation<\/strong> that automatically routes the documents to their destination. Talking about the documents we should also mention that our DMS solution provides <strong>search in content<\/strong> feature, supporting multiple languages, including OCR in more than 27 languages. A <strong>powerful<\/strong> <strong>document search engine<\/strong> searches through document content and gives you quick results.<\/p>\n<p style=\"text-align: justify;\">This document management system provides highly secure <strong>documents encryption<\/strong> and <strong>role based access<\/strong>. In this way you can get a role based information in real time and also set alewtrs based on documents. As we mentioned before, it provides seamless integration with ERP and CRM, making it the first ever document management system that is tightly integrated with VIENNA Advantage ERP and CRM.<\/p>\n<p><a href=\"http:\/\/eepurl.com\/bfBeRT\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-715 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/DMS-Subscription-Baner.gif\" alt=\"VIENNA-Advantage-Document-Management-System-Subscription-Banner\" width=\"751\" height=\"120\" \/><\/a><\/p>\n<h2><span style=\"color: #0084c4;\"><strong>Getting started with VIENNA Advantage Document Management System<\/strong><\/span><\/h2>\n<p>The focus of this tutorial is to explain you how to start with the document management system and make you familiar with it\u2019s features.<\/p>\n<h4><strong>Login for the first time<\/strong><\/h4>\n<p style=\"text-align: justify;\">After downloading and installing the necessary files you can login into the system and start working on some basic customizations and setups. When login for the first time:<\/p>\n<p style=\"text-align: justify;\">[1] Use \u201cSuperUser\u201d username and appointed default password and click \u201cLogin\u201d button<\/p>\n<p style=\"text-align: justify;\">[2] A new window will open from where you should choose: Role, Client, Organization and Warehouse (if applicable).<\/p>\n<p style=\"text-align: justify;\">[3] Than click on the \u201cLogin\u201d button<\/p>\n<p style=\"text-align: justify;\">[4] And you will enter the \u201cHome Screen\u201d of our DMS system. The home screen will be pretty empty, but that is because you are just starting the system. As soon as you you make the initial setup you will see some more objects and notifications on the home screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-718 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/Loging-for-the-first-time-VIENNA-Advantage-DMS.gif\" alt=\"Loging-for-the-first-time-VIENNA-Advantage-Document-Management-System\" width=\"854\" height=\"429\" \/><\/p>\n<p>It is important to note that only System Administrators have the right to install modules and make administrative system enhancements.<\/p>\n<h4><strong>Verifying whether the right modules are installed<\/strong><\/h4>\n<p style=\"text-align: justify;\">In order to start using the DMS system, you should first verify whether the right modules are installed. To do that, [1] navigate to the \u201cLinks\u201d section on the \u201cHome Screen\u201d and click on the \u201cMarket\u201d icon to access the Market Menu. [2] Once you are in the Market Menu, under the \u201cAll Apps\u201d tab, you may see all installed modules, as well as all available modules.<\/p>\n<p style=\"text-align: justify;\">VIENNA Advantage DMS as a stand alone is based on the VIENNA Advantage <a href=\"http:\/\/www.viennaadvantage.com\/va-framework-overview.php\" target=\"_blank\" rel=\"noopener\">Application Development Framework<\/a>. Therefore, based on this framework, a certain modules should be installed to run the Document Management System:<\/p>\n<ul>\n<li style=\"text-align: justify;\">Supporting JSFiles (Required)<\/li>\n<li style=\"text-align: justify;\">Framework Base Functionality (Required)<\/li>\n<li style=\"text-align: justify;\">DMS Editor Files (Required)<\/li>\n<li style=\"text-align: justify;\">Document Management System (Required) \u2013 the most important module!<\/li>\n<li style=\"text-align: justify;\">VIENNA Advantage Professional Edition (optional) \u2013 install only if you have access to VIENNA Advantage Professional Edition<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-719 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/Verifying-modules-VIENNA-Advantage-DMS.gif\" alt=\"Verifying-modules-VIENNA-Advantage-Document-Management-System\" width=\"854\" height=\"429\" \/><\/p>\n<p>Once you have installed all this modules you would have the complete package of VIENNA Advantage <a href=\"http:\/\/www.viennaadvantage.com\/dms-overview.php\" target=\"_blank\" rel=\"noopener\">Document Management System<\/a>.<\/p>\n<h4><strong>Creating New Tenant<\/strong><\/h4>\n<p style=\"text-align: justify;\">VIENNA Advantage DMS is a multi-tenant system. This means that you can install a number of tenants\/organizations in a single database setup. To create a new tenant follow this steps:<\/p>\n<p style=\"text-align: justify;\">[1] Navigate to the \u201cLinks\u201d section on the \u201cHome Screen\u201d and click on the \u201cInitial Tenant Setup\u201d icon<\/p>\n<p style=\"text-align: justify;\">[2] A new window will open where you should enter the required information such as:<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Tenant Name<\/strong> <em>(Example: Insurance Company)<\/em><\/li>\n<li><strong>Organization Name<\/strong> <em>(Example: ABC Insurance Limited)<\/em><\/li>\n<li><strong>User\/Contact Tenant<\/strong> &#8211; this is going to be the Administrator for that Tenant\/Client and will have all the access on all transactions <em>(Example: InsuranceAdmin)<\/em><\/li>\n<li><strong>User\/Contact Organization <\/strong><em>(Example: Insurance User)<\/em><\/li>\n<li><strong>Currency<\/strong> <em>(Example: US Dollar)<\/em><\/li>\n<li><strong>Country<\/strong> <em>(Example: United States)<\/em><\/li>\n<li><strong>City Name<\/strong> <em>(Example: New York)<\/em><\/li>\n<li><strong>Region<\/strong> <em>(Example: NY)<\/em><\/li>\n<li><strong>Optional <\/strong>\u2013 You do not need to check the boxes in this field if you are using the VIENNA Advantage DMS as a stand alone application. Othervise, if you are using the DMS with the Accounting or VIENNA Advantage ERP and CRM, than you might want to check this fields which are related to accounting.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">[3] Once you fill in all information, click on \u201cDone\u201d, and a<strong> New Tenant will be created<i>.<\/i><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-721 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/Creating-New-Tenant-VIENNA-Advantage-DMS.gif\" alt=\"Creating-New-Tenant-VIENNA-Advantage-Document-Management-System\" width=\"854\" height=\"429\" \/><\/p>\n<h4><strong>Login to the New Tenant<\/strong><\/h4>\n<p style=\"text-align: justify;\">To log in to the newly created tenant follow this steps:<\/p>\n<p style=\"text-align: justify;\">[1] Logout from the existing system by clicking on the \u201cLog out button\u201d on the Home Screen<\/p>\n<p style=\"text-align: justify;\">[2] You will be redirected to the Initial Login Screen<\/p>\n<p style=\"text-align: justify;\">[3] Insert the Username &amp; Password provided with creation of the new tennant <em>(In our example:\u00a0 InsuranceAdmin. Username &amp; Password are the same!). <\/em><\/p>\n<p style=\"text-align: justify;\">[4] Click \u201cLogin button\u201d<\/p>\n<p style=\"text-align: justify;\">[5] A new window will open from where you should choose:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Role <em>(In our example we created: Insurance Company Admin or Insurance Company User)<\/em><\/li>\n<li>Client <em>(In our example: Insurance Company)<\/em><\/li>\n<li>Organization <em>(In our example: ABC Insurance Limited)<\/em><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">[6] Click on Login<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-722 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/New-Tenant-Login-VIENNA-Advantage-DMS.gif\" alt=\"New-Tenant-Login-VIENNA-Advantage-Document-Management-System\" width=\"854\" height=\"429\" \/><\/p>\n<h4><strong>Switching Roles in the New Tenant<\/strong><\/h4>\n<p style=\"text-align: justify;\">VIENNA Advantage Document Management System allows you to easyly switch from one to another role within the Home Screen. To switch role follow this steps:<\/p>\n<p style=\"text-align: justify;\">[1] On the Home Screen &gt; Click on the Current Role<\/p>\n<p style=\"text-align: justify;\">[2] A falling menu will appear from where you can switch to another Role, Client or Organzation<\/p>\n<p style=\"text-align: justify;\">[3] After setting the parameters click on \u201cChange\u201d button<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-723 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/Switch-Roles-New-Tenant-VIENNA-Advantage-DMS.gif\" alt=\"Switch-Roles-New-Tenant-VIENNA-Advantage-Document-Management-System\" width=\"854\" height=\"429\" \/><\/p>\n<p style=\"text-align: justify;\">If you like this article, we have a good news for you: There are many more similar articles to come in the next period. Subscribe to our <a href=\"http:\/\/eepurl.com\/bfBeRT\" target=\"_blank\" rel=\"noopener\">DMS Newsletter<\/a>\u00a0now and never miss an update!<\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/eepurl.com\/bfBeRT\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-715 size-full\" src=\"http:\/\/viennaadvantage.com\/blog\/wp-content\/uploads\/DMS-Subscription-Baner.gif\" alt=\"Document-Management-System-Subscription-Banner\" width=\"751\" height=\"120\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the next period we will be writing a short series of articles explaining some key functionalities of our Document Management System which we believe would give you comprehensive insights of our DMS solution. Moreover, this series of articles will <a href=\"https:\/\/onfinity.io\/blog\/document-management-tips\/the-ultimate-guide-to-vienna-advantage-document-management-system\/\"> Read more&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":725,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[57],"tags":[17,60,58,59,18],"class_list":["post-713","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-document-management-tips","tag-dms","tag-dms-software","tag-dms-solution","tag-document-management-software","tag-document-management-system"],"_links":{"self":[{"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/posts\/713"}],"collection":[{"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/comments?post=713"}],"version-history":[{"count":10,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/posts\/713\/revisions"}],"predecessor-version":[{"id":1159,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/posts\/713\/revisions\/1159"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/media\/725"}],"wp:attachment":[{"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/media?parent=713"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/categories?post=713"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/onfinity.io\/blog\/wp-json\/wp\/v2\/tags?post=713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}