Knowledge

1.Remind Files

  Ø Reminder function is used to create a reminder schedule for File. Run cron job to send email automatically

  Ø Reminder that is emailed successfully will automatically delete the created reminder calendar.

  Ø First, go to Setup -> Email Templates -> Search to the email template area of the Document -> Select Reminder to update the email template when the system sends the Reminder

  Ø Once the email has been sent successfully, the reminder will also automatically disappear

     - Step 1: In the File Management screen -> Select the File you want to create Remind

    - Step 2: Select the New Reminder function available in the View file screen-> The system will display the Create Reminder screen -> Enter the necessary information -> select Submit to save the action you just made

     * Explanation:

o   The Date field is used to select the date the system sends the reminder email

o   The Email field is used to enter the email address that needs to be reminded by the system

o   Message is used to enter a message when the system sends a reminder to the mail

o   After creating successfully, Reminder will be displayed in the View file screen, you can also edit and delete Reminder.

File sharing history will be displayed in the View File screen

- Step 1: In the File Management screen -> Select the Share function corresponding to the File to share information

- 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)

   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