Knowledge

1. Upload files

Select Document Management module -> Select File Management menu -> Select Upload function or Add more files function -> Proceed to select File to upload

If the file upload is refused, go to Setup -> Settings -> Support -> General -> Enter the file extensions you want to upload

2. View file

- Step 1: In the File Management screen -> Select the File you want to see detailed information

- Step 2: The system will display a screen containing the corresponding information of the file

* Explanation:

   o   Reminder function is used to create a reminder schedule for File. The created reminder calendar will also be displayed in the Reminders area

   o   The New Share function is used to share files with other objects. The created sharing history will be displayed in the Share to area

   o   Lock File function is used to lock the file so that no one can edit or upload a new version of the file, only the person who locks the file can manipulate it. Everyone can lock the file, but only the person who locked the file can unlock the file. The system will display a line of information for users to know who is Lock File

   o   The Upload new Version function is used to upload a new file for the old file, the system will record the version update history and still store the old version file. You can download or update the desired version or delete the file of any version

   o   The Send Request Approval function is used to send approval requests. The person authorized to approve will see the approval request in the My Approval screen.

·        Move after approval function if selected, when approved, the file will move to the selected folder.

·        The Show file's metadata function, if selected, when approved, allows displaying the file's metadata information.

·        When the approval request is created successfully, the View Request approve function will be displayed in orange. When the request is denied the function will show red

   o   The Send Request Approve with EID function is used to send a request for approval. The person authorized to sign for approval will see the approval request in the Electronic signing screen (Similar to the function of Request Approval)

   o   View in Word function is used to view the content of Word files

   o   Edit Metadata function is used to edit information for the corresponding File

   o   The Edit in Word function is used to edit the content inside the Word File

   o   View In Word / Excel / Video function, .. used to preview the content of the file

   o   The Audit Log area will display the history of File-related activities. For example: Upload file, edit, move, upload new version, ...