Folder in Document management

  • Last Created On Jul 10, 2023
  • 136
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After creating the Section, we proceed to create a Folder inside the Section or upload a File

1. New Folder
Step 1: Select the Document Management module -> Select the File Management menu -> Select the Section to create a Folder -> Select the New Folder function


Step 2: The system will display the New Folder screen -> Proceed to enter the necessary values -> Select Save to save the action you just made



2. Edit Folder

Step 1: In the File Management screen -> Select the Edit function corresponding to the Folder to edit information


Step 2: The system will display a screen containing the corresponding information of the Folder -> Proceed to enter the value to be edited -> Select Save to save

3. Share Folder

Step 1: At the File management screen -> Select the folder to Share -> Select the corresponding Share function


Step 2: The system will display the Share folder screen -> Proceed to select the necessary values -> Select Share to share to the selected object


* Explanation:

   o   The Share to area will have 3 cases: sharing for Staff, sharing for Customer and sharing for customer groups

   o   Permission will have 4 permissions:

·        Preview only allows the shared file to see the shared file metadata information (cannot view the content, edit or download, ...)

·        Viewer only allows the shared person to see the file metadata information, view the file content and be able to download the file

·        Editor will allow the person sharing the file to have full rights (Edit metadata, Share, Duplicate, Download, Upload, view file content, create Reminder)

·        Upload only will only allow the person sharing the section to see the section and upload files to the section. Note: After the upload is successful, the staff can't see the uploaded file in the section but only the section owner can see it.

   o   The Expiration function, if selected, allows you to choose the validity period that the shared object can receive. When the selected time expires, the system will automatically revoke the shared permission

 

4. Duplicate Folder

Duplicate function is used to copy a folder into another copy and can save it in the desired location

Have 2 way:





5. Move Folder

Move function is used to move the folder and save it at the desired location



6. Download Folder



7. Delete Folder



Views: 136

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