{"id":748,"date":"2016-03-18T06:34:43","date_gmt":"2016-03-18T06:34:43","guid":{"rendered":"http:\/\/viennaadvantage.com\/blog\/?p=748"},"modified":"2018-01-20T07:17:59","modified_gmt":"2018-01-20T07:17:59","slug":"introduction-to-document-management-module-vienna-advantage-dms","status":"publish","type":"post","link":"https:\/\/onfinity.io\/blog\/document-management-tips\/introduction-to-document-management-module-vienna-advantage-dms\/","title":{"rendered":"Introduction to Document Management Module – VIENNA Advantage DMS"},"content":{"rendered":"

In this article we showcase all sections of our document management module. The article focus on the basic user interface of VIENNA Advantage DMS.<\/p>\n

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SUGGESTION!<\/em><\/strong><\/p>\n

This is the 3rd article of a series of articles related to our Document Management System. Before starting to read it we suggest to check the previous articles about our Document Management Solution:<\/em><\/p>\n

1.\u00a0The ultimate guide to VIENNA Advantage Document Management System<\/a><\/em><\/p>\n

2.\u00a0Home Screen Components – VIENNA Advantage Document Management Solution<\/a><\/em><\/p>\n<\/blockquote>\n

Introduction to Document Management Module \u2013 main window sections<\/strong><\/span><\/h2>\n

To access into VIENNA Advantage Document Management Module you should first be logged<\/a> into the system. After successful login, the \u201cHome Screen\u201d will appear. In this window under the \u201cLinks\u201d section you will find the DMS icon<\/strong>. Click on this icon to access the document management module<\/strong>.<\/p>\n

A new window will appear divided into 4 main sections: Folder Panel Section, Upper Tool Bar Section, Document Section and Action Panel Section. See picture below.<\/p>\n

\"VIENNA-Advantage-Document-Management-Module-Main-Window\"<\/p>\n

Folder Panel Section<\/strong><\/span><\/h2>\n

On the left side of the of the window, you may find an extendable menu called Folder Panel<\/strong>. In this section there are 4 default folders that are automatically created upon installation of the document management module for any user.<\/p>\n

1. Inbox <\/strong>\u2013 contains all incoming documents.<\/p>\n

2. Outbox <\/strong>\u2013 contains all outgoing documents, that you send out.<\/p>\n

3. All Documents<\/strong> \u2013 contains all documents available to you. Here you may search for a specific document.<\/p>\n

4. Subscribed Documents<\/strong> \u2013 contains all documents that you have subscribed to.<\/p>\n

\u00a0<\/strong>At the bottom of the Folder Panel you may find the Search Bar<\/strong>. It allows you to search for any folder in this section.<\/p>\n

\"VIENNA-Advantage-Document-Management-Module-Folder-Panel\"<\/p>\n

The folders are arranged in a tree structure, which means a user can create as much folders and sub-folders as user wants.<\/p>\n

Create new folder<\/strong><\/h4>\n

To create a new folder in the same level, [1] click on the \u201cNew Folder\u201d icon available on the top of the Folder Panel section. After clicking on \u201cNew Folder\u201d icon, [2] new pop up will appare as shown in the picture below. [3] The user need to enter the folder name and click \u201cOK\u201d. [4] The new folder will be automatically added in the Folder Panel section.<\/p>\n

\"VIENNA-Advantage-Document-Management-Module-New-Folder\"<\/p>\n

Managing existing folder<\/strong><\/h4>\n

A user may conduct several actions on existing folders by choosing the desired folder and right-clicking on it. Here are some of them:<\/p>\n