Difference between revisions of "Project files/en/"
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| + | =DOCUMENTS= | ||
| + | |||
| + | 4PM integrated advanced document management system supports: | ||
| + | * arranged documents in project folders and sub-folders | ||
| + | * easy editing of folder access rights | ||
| + | * advanced search options for the documents (by content, title, date of publication) | ||
| + | * version control and access to documents | ||
| + | * multi-upload of documents | ||
| + | * e-mail notifications of new/changed documents (send a link via e-mail). | ||
| + | |||
| + | ==Project folders and documents== | ||
| + | |||
| + | 4PM includes several entry points for document up-load. The user selects the one corresponding to his level of rights or needs. | ||
| + | |||
| + | Each project has 4 sub-folders by default settings: | ||
| + | * '''Tasks''' - all documents added to task or project comments and description fields. | ||
| + | * '''Finance''' - documents added to cost and income entries. | ||
| + | * '''Portals''' - documents added to project portal. | ||
| + | * '''Last changes''' - last documents added or changed in a folder and its sub-folders (according to user access rights). | ||
| + | |||
| + | * access to folders Tasks, Finance, Portals depends on access rights to corresponding functionalities. | ||
| + | |||
| + | ''' Each folder can have new folders and sub-folders. Sub-folder inherits access rights of parental folder. Access rights can be modified.''' | ||
| + | |||
| + | === Folder structure === | ||
| + | The document management system is organized into project folders: | ||
| + | * project '''groups''' folders | ||
| + | ** folders for each '''project''' | ||
| + | *** structure of folders and sub-folders for each project. | ||
| + | |||
| + | * '''non-project folders''' - folders that are not related to projects. | ||
| + | * '''last modified''' - contains new documents (according to user access rights). | ||
| + | |||
| + | == Adding new folder== | ||
| + | |||
| + | '''New folder''' is created (added): | ||
| + | # Click the icon add folder [[file:10.IkonaDodajMapo.jpg]]. | ||
| + | # Enter folder name. | ||
| + | # set access rights to documents in folder. | ||
| + | * Use user groups (project roles) to select more users or | ||
| + | * select individual users. | ||
| + | # If necessary select access rights for other users. | ||
| + | # save. | ||
| + | |||
| + | * '''New folder inherits access rights of parent folder.''' | ||
| + | |||
| + | * icon '''view''' [[file:10.IkonaOko.jpg]] - user can see documents in the folder | ||
| + | * icon '''edit''' [[file:2.2.2.ikonaSvincnik.jpg]] - user can edit documents in folder (change version, access to previous versions, meta-data.) | ||
| + | * icon ? - persons have user group rights whit different access groups. | ||
| + | |||
| + | Folder settings: [[file:10.IkonaMozicki.jpg]]. | ||
| + | |||
| + | == Adding files == | ||
| + | # to start upload click the icon [[file:10.IkonaDodajDokument.jpg]]. | ||
| + | # select file (from your computer) | ||
| + | [[file:10.izberiDatoteko.jpg|350px]] | ||
| + | # more than 1 file at once can be uploaded (use '''ctrl''' or '''shift'''). | ||
| + | * Users of Internet Explorer should have installed latest version of Flash plug-in [[http://www.adobe.com/software/flash/about/]]. | ||
| + | # confirm the selected files | ||
| + | # repeat if necessary. | ||
| + | [[file:10.dodajanjeDatotek.jpg|500px]] | ||
| + | |||
| + | |||
| + | When you finish the document up-load, you can: | ||
| + | # save uploaded documents or | ||
| + | # send e-mail notification with links to uploaded documents to selected 4PM users. | ||
| + | |||
| + | [[file:10.obvescanjeODatoteki.jpg|350px]] | ||
| + | |||
| + | To see the content of a folder (list of files), click the name of the folder (bold). | ||
| + | [[file:10.datotekeNaProjektu.jpg|500px]] | ||
| + | |||
=DOCUMENTS= | =DOCUMENTS= | ||
| Line 86: | Line 158: | ||
TIP: | TIP: | ||
If you do not know the location (folder) of a file, select the top folder you know and enter search text. | If you do not know the location (folder) of a file, select the top folder you know and enter search text. | ||
| + | |||
| + | ==Podrobnosti dokumentov== | ||
| + | Podrobnosti o dokumentih (metapodatki) so dosegljivi pri posameznem dokumentu, pod ikono OČESA. Pregledujete lahko: | ||
| + | * zgodovino dokumenta - verzije – najnovejša je na vrhu, vidna je vsem uporabnikom, | ||
| + | * velikost dokumenta, | ||
| + | * kdo je naložil dokument, | ||
| + | * kdaj je naložil dokument, | ||
| + | * kdo je dostopal do dokumenta (prenosi), | ||
| + | * Ključne besede: ločimo z vejico, | ||
| + | * Besedilni komentarji k dokumentom, | ||
| + | |||
| + | Gumb '''ZAKLENI''': uporabnik lahko začasno zapre urejanje dokumenta (dodajanje nove verzije). | ||
| + | Gum '''PREMAKNI''': premikanje datotek med posameznimi mapami znotraj projekta. | ||
| + | |||
| + | [[file:10.komentarjiDatoteke.jpg|500px|]] | ||
==Podrobnosti dokumentov== | ==Podrobnosti dokumentov== | ||
Revision as of 14:28, 26 June 2013
DOCUMENTS
4PM integrated advanced document management system supports:
- arranged documents in project folders and sub-folders
- easy editing of folder access rights
- advanced search options for the documents (by content, title, date of publication)
- version control and access to documents
- multi-upload of documents
- e-mail notifications of new/changed documents (send a link via e-mail).
Project folders and documents
4PM includes several entry points for document up-load. The user selects the one corresponding to his level of rights or needs.
Each project has 4 sub-folders by default settings:
- Tasks - all documents added to task or project comments and description fields.
- Finance - documents added to cost and income entries.
- Portals - documents added to project portal.
- Last changes - last documents added or changed in a folder and its sub-folders (according to user access rights).
- access to folders Tasks, Finance, Portals depends on access rights to corresponding functionalities.
Each folder can have new folders and sub-folders. Sub-folder inherits access rights of parental folder. Access rights can be modified.
Folder structure
The document management system is organized into project folders:
- project groups folders
- folders for each project
- structure of folders and sub-folders for each project.
- folders for each project
- non-project folders - folders that are not related to projects.
- last modified - contains new documents (according to user access rights).
Adding new folder
New folder is created (added):
- Click the icon add folder
. - Enter folder name.
- set access rights to documents in folder.
- Use user groups (project roles) to select more users or
- select individual users.
- If necessary select access rights for other users.
- save.
- New folder inherits access rights of parent folder.
- icon view
- user can see documents in the folder - icon edit
- user can edit documents in folder (change version, access to previous versions, meta-data.) - icon ? - persons have user group rights whit different access groups.
Folder settings: 
.
Adding files
- to start upload click the icon
. - select file (from your computer)
- more than 1 file at once can be uploaded (use ctrl or shift).
- Users of Internet Explorer should have installed latest version of Flash plug-in [[1]].
- confirm the selected files
- repeat if necessary.
When you finish the document up-load, you can:
- save uploaded documents or
- send e-mail notification with links to uploaded documents to selected 4PM users.
To see the content of a folder (list of files), click the name of the folder (bold).
DOCUMENTS
4PM integrated advanced document management system supports:
- arranged documents in project folders and sub-folders
- easy editing of folder access rights
- advanced search options for the documents (by content, title, date of publication)
- version control and access to documents
- multi-upload of documents
- e-mail notifications of new/changed documents (send a link via e-mail).
Project folders and documents
4PM includes several entry points for document up-load. The user selects the one corresponding to his level of rights or needs.
Each project has 4 sub-folders by default settings:
- Tasks - all documents added to task or project comments and description fields.
- Finance - documents added to cost and income entries.
- Portals - documents added to project portal.
- Last changes - last documents added or changed in a folder and its sub-folders (according to user access rights).
- access to folders Tasks, Finance, Portals depends on access rights to corresponding functionalities.
Each folder can have new folders and sub-folders. Sub-folder inherits access rights of parental folder. Access rights can be modified.
Folder structure
The document management system is organized into project folders:
- project groups folders
- folders for each project
- structure of folders and sub-folders for each project.
- folders for each project
- non-project folders - folders that are not related to projects.
- last modified - contains new documents (according to user access rights).
Adding new folder
New folder is created (added):
- Click the icon add folder .
- Enter folder name.
- set access rights to documents in folder.
- Use user groups (project roles) to select more users or
- select individual users.
- If necessary select access rights for other users.
- save.
- New folder inherits access rights of parent folder.
- icon view - user can see documents in the folder
- icon edit - user can edit documents in folder (change version, access to previous versions, meta-data.)
- icon ? - persons have user group rights whit different access groups.
Folder settings: .
Adding files
- to start upload click the icon .
- select file (from your computer)
- more than 1 file at once can be uploaded (use ctrl or shift).
- Users of Internet Explorer should have installed latest version of Flash plug-in [[2]].
- confirm the selected files
- repeat if necessary.
When you finish the document up-load, you can:
- save uploaded documents or
- send e-mail notification with links to uploaded documents to selected 4PM users.
To see the content of a folder (list of files), click the name of the folder (bold).
Document search
Document search is possible in folder and sub-folders.
- enter text in search field
- click icon SEARCH or press ENTER
4PM displays a list of files that contain search text. 4PM displays only files that are in folders a user can see.
Search uses:
- text content (Word, Excel, pdf)
- document name
- key words
- up-load date.
TIP: If you do not know the location (folder) of a file, select the top folder you know and enter search text.
Podrobnosti dokumentov
Podrobnosti o dokumentih (metapodatki) so dosegljivi pri posameznem dokumentu, pod ikono OČESA. Pregledujete lahko:
- zgodovino dokumenta - verzije – najnovejša je na vrhu, vidna je vsem uporabnikom,
- velikost dokumenta,
- kdo je naložil dokument,
- kdaj je naložil dokument,
- kdo je dostopal do dokumenta (prenosi),
- Ključne besede: ločimo z vejico,
- Besedilni komentarji k dokumentom,
Gumb ZAKLENI: uporabnik lahko začasno zapre urejanje dokumenta (dodajanje nove verzije). Gum PREMAKNI: premikanje datotek med posameznimi mapami znotraj projekta.
Podrobnosti dokumentov
Podrobnosti o dokumentih (metapodatki) so dosegljivi pri posameznem dokumentu, pod ikono OČESA. Pregledujete lahko:
- zgodovino dokumenta - verzije – najnovejša je na vrhu, vidna je vsem uporabnikom,
- velikost dokumenta,
- kdo je naložil dokument,
- kdaj je naložil dokument,
- kdo je dostopal do dokumenta (prenosi),
- Ključne besede: ločimo z vejico,
- Besedilni komentarji k dokumentom,
Gumb ZAKLENI: uporabnik lahko začasno zapre urejanje dokumenta (dodajanje nove verzije). Gum PREMAKNI: premikanje datotek med posameznimi mapami znotraj projekta.
