KnowledgeTree™ User Manual
Contents
1. Pinnacle Knowledge Management System Web Interface User s Manual Table of Contents This workis licensed under a Creative Commons Attribution 2 5 License About this Guide 3 Getting Help 4 Welcome to Pinnacle 4 Introduction 4 Organizational Hierarchy 4 Security 4 Version Control 5 Pinnacle Editions 6 Working in the Web Interface 7 Login Web Interface 7 Dashboard 7 Dashboard Features 8 Notifications and Alerts 9 Browse Documents 9 Working with Folders 11 Working with Documents 15 Search 32 Navigating the Repository Browse Documents By 35 Subscriptions 35 Preferences 37 Changing Your Password 37 Logging Out 37 Welcome to Pinnacle Pinnacle is document management made simple easily share track secure and manage the documents and records your organization depends on By leveraging an active and innovative open source community Pinnacle provides an easy to use produc tion ready enterprise document management solution for use by corporations government institutions me dium to small businesses and many other organizations Pinnacle s open source architecture allows organi zations to easily customize and integrate their document management system with their existing infrastruc ture providing a more flexible2. showng compansos between versions 0 2 1 and 02 1 ra Generic Information ocument Tithe Cost Amatysis Figure compare versions 20 Excel Spreadcheet 02 Amdy Hanis QOOT 02 0 wer u Andy Hanis Bob Acun 0007 03 12 5o00 Default Mo workflow 27 w 1 my Cost Analysts Cost Analysis xts TKD Excel Spreadsheet 02 Bob Acem 2007 03 12 15 48 Delfau No wotkflow View Roles The View Roles menu option displays role allocations on the currently selected document Dashboard Browse Documents Bob Acutt Preferences Logout browse folders accounting cost analysis Document info View Roles Display Details l any cases workflow actions will be assigned to certain roles e g Manager Interviewer Researcher Journalist Download can assign these roles to specific groups in particular areas of the document management system Permissions age allows you to see the roles as they apply to this particular document Transaction History Version History Role Allocated users and groups View Roles Authenticated Users Users no users Groups no groups Document actions Everyone Users no user Groups no groups Archive Change Document Owner Users Andy Harris Ownership Groups no group Checkout n Publications Manager Users Billy Carducci Copy Groups no groups Delete Figure viewing roles Document Actions Menu Archive This procedure archives a currently selected document Ar
3. 22 Dashboard Browse Documents Bob Acutt Preferences Logout browse folders accounting cost analysis Checkout Document Cost Analysis gt Display Details hecking out a document reserves it fo ur exclusive use Tr ensures that yo an edit the document without Download anyone else changing the document and placing it into the document management systen Permissions Transaction History Checkout Version History Reason View Roles A Please specify why you are checking out this d ment it vall assist other users in understanding why you have ed this file Please bear in mind that you can use a maximum of 250 characters Adding latest figures Archive Change Document Ownership Download File Pe ndicate whether yo uld like to download this file as part of the checkout Copy K Delete Discussion Checkout document Cancel Edit Metadata Figure Check out page Check in This procedure checks in a document that was previously checked out of the repository Any document that is checked out of the repository is unavailable for other users to edit move delete or ar chive Checking in a document increments the document version number by 1 0 if this is a major update or by 0 1 if this is not a major update Perform the following steps 1 Log in to Pinnacle then navigate to the Document Detail page of the document you re checking in 2 Click Check in on the Document Actions menu 3 Spe
4. Fiona Excel Spreadsheet Document Version 02 Soe seated by Andy Hanis 2007 02 13 10 17 Arc tewe Owned by Andy Harris cee ng Last update by Bob Acan 2007 03 12 15 48 reckeut rocument Type Detant 5 r Workflow status No workflow cement L a Document Details Author Request Assistance Origin Department Figure Document Info and Document Actions Menu Accessing the Document Menus Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Use Search or navigate through the folder structure to locate the document you want to work with 3 Click on the document to open its Document Detail page Note The document s Document Detail page corresponds with the first item in the Document Actions menu Display Details 4 Now you can e View the document details on the right of the page e Select the option for the task you want to perform in the Document Actions menu Note If certain actions are not available in the Document menus check with your systems administrator that all the relevant plugins are activated for the current Pinnacle installation Document Info Menu Display Details Display Details in the Document Actions menu opens the Document Detail page The Document Detail page a default view that opens when you click the document link from the folder view summarizes key information about the currently selected document It also provides information about the built in metadata
5. Create 2007 02 13 10 17 54 0 1 Document created Figure viewing a record of transactions performed on a document Version History Version History displays a record of all past and current versions of a document a new version is created whenever the document in the repository is changed i e after check in This feature allows you to download older versions of the currently selected document for comparison with more recent versions Edits to checked out documents won t display in a document in the repository until the document is checked in after editing However any changes to the document metadata are displayed in its version history because metadata editing occurs in the Pinnacle system The document does not have to be checked out to change its metadata The following procedure displays a version history of the currently selected document Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Open the Document Detail page for the document where you want to access a version history 3 Click Version History in the Document Info menu to open the Version History document title page Note The current version of the document is indicated by the bold text current version in the Compare with Current column Dashboard Browse Documents Bob Acutt Preferences Logout ere browse gt folders accounting cost analysis ersion hist Version History Cost Analysis Display Detai
6. Delete Move Bulk upload Permissions Usage Information Figure Root Folder Folder Actions Menu 11 Using Folder Actions The options displayed in this menu are permissions based If you do not have permissions to perform one or more of the folder actions you will not see the option for that action in this menu when you log on to Pinnacle Action Result Add Document Opens the Add a document page where you can add a document to the currently selected folder Add a Folder Opens the Add a folder page where you can add a folder to the repository Rename Opens the Rename page where you can change the name of the currently selected folder Permissions Opens the Folder permissions page where you can view or edit group permissions Import from Server Location Opens the Import files into folder name page where you can specify a path to a location on the server to perform a bulk import of documents at that location Bulk Upload Opens the Bulk import page where you specify a path to an archive ZIP folder on your local computer that you want to add to the repository Folder Transactions Opens the Transaction History page for the currently selected folder which lists the de tails of all actions that have been performed on the folder Allocate Roles Opens the Allocate Roles page where you can set up or change roles Bulk Export Allows you to download for viewing only the entire contents of the currently selected folde
7. Email page are those users for whom email notifications are turned on Sending an Email This procedure sends an email message to one or more Pinnacle users or groups and provides a link to the currently selected document Perform the following steps to send an email 1 Login then open the document s Document Detail page 2 Click Email in the Document Actions menu to open the Email document page 3 Are you sending this email to one or more e groups Select a group in the Groups display menu then click the right pointing double arrow on the right of the page to populate the adjacent empty display field Note To randomly multi select hold down your keyboard Ctrl key and select recipients then click the right pointing double arrow to populate the right side display field Note To remove a recipient from the right side display field select the recipient name and click the left pointing double arrow adjacent to the field 31 e users Select a user in the Users display menu then click the right pointing double arrow on the right of the page to populate the adjacent empty display field Note To randomly multi select hold down your keyboard Ctrl key and select recipients then click the right pointing double arrow to populate the right side display field Note To remove a recipient from the right side display field select the recipient name and click the left pointing double arrow adjacent to the field 5 Type a message for
8. Manage Security permission on the folder are allowed to configure permissions for the folder Bob Acutt Preferences Logout Dashboard Browse Documents browse folders accounting cost analysis LLL Document permissions Display Details Tr age shows the penn that af f t 2 folder I Download and group Permissions f Transaction Histo J Manage security View re ved permissions for user Version History Role or Group Read Write Add Manage Delete Manage Folder Download View Roles Folder security workflow Details plugin up System Administrators 3 7 up Administrate Staff 7 iv up Bookkeepers piat up Management Change Document Figure View document permissions Viewing Document Permissions This procedure displays permissions on the currently selected document Perform the following steps 1 Login to Pinnacle then navigate to the relevant document 2 Click the Permissions link in the Document Info menu to open the Document permissions page 3 View the permissions set up displayed on the page Transaction History This menu option displays a record of all transactions performed on the document create date uploads downloads check out check in and the previous deletion of the document if it has been restored The following procedure opens a transaction history Perform the following steps 1 Login then click Browse
9. Orename a document Oview a history of transactions move delete check out etc performed on a document Oview a document s version history Qarchive a document Oview a document workflow QO view the group and role permissions settings for a document Olcreate a discussion thread on a document or add to an existing thread Qemail a document to a group or user in your organization Oview or create links for a currently selected document to another document in the repository e Search using simple search advanced search or saved searches e Browse the repository by folder by document type or by lookup value e Subscribe to folders and or documents and manage your subscriptions Working with Folders You use the About this folder and the Actions on this folder menus in the Folder View of the Browse Docu ments section to work with folders Folder Menus About Actions The folder view menus About this folder and Actions on the folder display the actions available for the currently selected folder Browse Documents Bob Acutt you are here browse folders About this folder O Tite a Created Modified Creator Workflow State Display Details O C Accounting gt 5 Folder transactions O te General Affairs O 5 Human Resources _ _ _ O c Information Systems _ _ _ ee O La Marketin Add Document o Planning Add a Folder 5 6 items 25 per page 25 per page Allocate Roles Bulk Export
10. the Cur rent workflow settings page where you can view settings for the workflow and perform a transition to a new state Go to step 4 e start a workflow on this document Clicking the Workflow link in Document Actions opens the Document Workflow page Select a predefined workflow from the drop down menu then click Start Workflow Go to step 4 4 Do you want to perform a transition on the workflow e Yes Select a transition in the Transition to perform pick list then add a comment in the Reason for transition field to describe why you are changing the workflow state Click Perform Transition Note The Document Workflow page confirms that the transition has been performed and it displays the new workflow state Note Transitions are a manual procedure e g once you have reviewed a document you need to check it back in and then manually transition the document to the reviewed state e No Exit the Workflow section Email Pinnacle allows you to send an email from within the system to one or more groups or users Each recipient receives a link to the document in the repository Clicking the link opens the Document Detail page of the document in Pinnacle Note Emails can only be sent to users who have email notifications turned on and who have provided their email ad dress Email notifications are switched on in the Preferences tab or ask your Pinnacle Administrator for assistance The list of recipients that display on the
11. the bottom left of the page e document subscription Click on the document title to open the Document Detail page then click Subscribe to document in the Subscriptions section at the bottom left of the page 4 View the system message above the table to confirm that you are now subscribed to the document or folder Unsubscribing from Documents or Folders This procedure removes an existing subscription from a folder or a document Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Search or navigate to the document or folder where you want to remove the subscription 3 Is this a e folder subscription Click Unsubscribe from folder in the Subscriptions section at the bottom left of the page e document subscription Click on the document title to open the Document Detail page then click Unsubscribe from document in the Subscriptions section at the bottom left of the page 4 View the system message above the table to confirm that your subscription has been removed Note You can also use the Manage subscriptions button to view a list of your current subscriptions and then select the files and folders where you want to unsubscribe 36 Preferences Defining Preferences This tabbed page allows you to view define or modify your personal details Note Click the Update your details button to save any changes you make on this page The following information is configurable i
12. the recipients in the Comment field then click Email Search Pinnacle provides three search options simple quick search advanced search and saved searches Search is permissions based so the system only returns items that you are allowed to access Note Words shorter than 4 characters long e g the or for are discarded from the search Search also only ever re turns fully matching words e g Know will not match Pinnacle Searching the content of scanned documents Pinnacle allows search of the content of scanned documents only in an MS Office 2003 environment This ea ture allows Pinnacle to include the text of documents that have been scanned into the repository using Pinna cle Desktop Imaging in the search operation The scanned document is returned in the search results if it includes any of the specified keywords and if the user has at least read permissions on the document Performing a Simple Search This procedure performs a simple quick search of all text in the repository including document metadata and the contents of the following common file types Microsoft Word Excel PowerPoint Adobe PDF and Plain Text files Note Pinnacle also supports indexing for other file types Check with your Pinnacle administrator to find about more about the files types enabled for your organization Perform the following steps 1 Login to Pinnacle 2 Do you need to search from e the Dashboard Specify searc
13. with ultimate respor ity for its contents It is initially set to the person who created the document but can be changed to any other user Please note that changing the owner may affect access to this document Document actions Andy Harris v Archive Change Document Submit Cancel Ownership Check out This procedure checks a document out for editing on your local computer The system locks the version in the repository while it s checked out Other users may download the document to view it but they cannot change it while it is in checked out status An administrator can override the checked out status of a document The user who checked the document out to edit it will need to check it out again and redo their changes The Dashboard displays a list of documents that you have checked out when you log on This reminds you to check in documents where you may have forgotten to do so Perform the following steps 1 Navigate to the Document Detail page of the document you want to check out 2 Click the Check out link in the Document Actions menu 3 Enter a comment in the Reason field to describe you re checking out the document Note Reason is a required field 4 Verify that you re checking out the correct document Note To cancel the checkout click cancel this checkout 5 Click the Check out button below the Reason field Note After clicking Check out a system message advises that the document is being downloaded
14. Document Type all documents of the type you specify will display in this view Lookup Value View You can select a field and associated value criteria as the browse view for content in the repository Dashboard Browse Documents Bob Acutt Preferences Logout browse Select a Field Folder ype Document Type Ongin Lookup Value Department Type e Type Figure Browse by Lookup Field 9 Columns The Browse Documents table lists the folders for which you have at least view permissions Column Check boxes Title Created Modified Creator Workflow state Description This column contains check boxes for selecting the items in the list that you want to Delete or Move Select the check box at the top of the column adjacent to the column header Title to automatically select all the items in the list Select the check box next to a folder document title to move or delete these item To delete the item s you selected click the Delete button at the bottom of the table To move the item s you selected to another location in the repository click Move This column lists the folders and documents in the repository that you are allowed to access Click on a folder name to display the content of that folder Use the adjacent arrow icon to change the sort order of items in the column Sorts the items in the list by the date they were created Use the adjacent arrow icon to change the sort order of i
15. Documents to enter the folder structure 2 Navigate to the relevant document then click Transaction History in the Document Info menu to open the Transaction History page 3 View details of transactions that have occurred on this document user action date version comment 18 Dashboard Browse Documents Bob Acutt Preferences Logout are here browse folders accounting cost analysis Transaction History Cost Analysis Display Details This page provides details of all activities that have been carried out on the document Download ee User Action Date Content version Comment Permissions z 2 Bob Acutt Download 2007 03 19 11 59 55 0 2 Document downloaded Transaction History Bob Acutt Check In 2007 03 12 15 48 29 0 2 updating Version History Bob Acutt Check Out 2007 03 12 15 45 12 0 1 updates View Roles Bob Acutt Force Checkin 2007 03 12 15 45 00 0 1 updates done Bob Acutt Check Out 2007 03 12 15 44 02 0 1 updates Administrator Force Checkin 2007 02 23 16 11 10 0 1 Document checked out cancelled Administrator Check Out 2007 02 23 16 06 22 0 1 updating Archive Administrator Update 2007 02 21 12 31 55 01 Restored from deleted state by Administrator 1 ih ai Administrator Delete 2007 02 21 12 29 42 0 1 Document deleted creating new format Checkout Administrator Force Checkin 2007 02 21 12 23 49 01 Document checked out cancelled Copy Administrator Check Out 2007 02 21 12 21 43 0 1 updating Delete Andy Haris
16. a menu on the Office toolbar in Excel PowerPoint and Word Files can be saved checked in checked out and opened from within Office Pinnacle Outlook Integration allows saving of incoming and outgoing emails and attachments di rectly to the Pinnacle repository files are selected from within Outlook to send as attachments with outgoing messages in Outlook Pinnacle Integration Server a server component that allows users to access the repository through Pinnacle s Explorer interface Pinnacle Tools for Windows provides integration with Microsoft Office applications such as Word Office Plugin and Microsoft Outlook Outlook Integration It also provides an Explorer type interface to the Pinna cle repository which includes a scanner tool Pinnacle Desktop Imaging that lets you scan hard copy docu ments directly into Pinnacle Important Subscriptions based Access Pinnacle Commercial provides two license options SMB and Enterprise e A Pinnacle SMB Edition Subscription allows permissions based access to the repository via Pinnacle Explorer or via the Web Interface to up to 20 named active users plus the default admin user and if configured in the system to any anonymous user e A Pinnacle Enterprise Edition Subscription allows permissions based access to the repository via Pinnacle Explorer or via the Web Interface to an unlimited number of users including the default admin user and if configured in the system any ano
17. chiving renders a document invisible to non administrative users Only administrative users are allowed to restore archived documents Archiving clears space in the repository in order to speed up search and docu ment viewing Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Open the Document Detail page for the document you want to archive 3 Click Archive in the Document Actions menu to open the Archive page 4 Specify a reason for the archive in the Reason field then click Archive Note The system re opens the folder structure view and displays a message to confirm that the document has been archived The system sends an email to the document creator to advise that the document has been archived if you have alerts set up on the document for such notifications 21 Change Document Ownership The Change Document Ownership menu option provides the ability to change document ownership when an other user becomes responsible for the document s content Dashboard Browse Documents Bob Acutt Preferences Logout browse folders accounting cost analysis Change Ownership of Cost Analysis Display Details Change Document Ownership Download Permissions Changing ment ownership allov to keep the ner role relevant eve en the original user no longer is an Transaction History appropriate choice Version History View Roles New Owner ner of a ment is usually the person
18. cify the path to the document location in the File field or click Browse to locate the document 4 Is this a e major update Select the Major Update check box e minor update Leave the Major Update check box deselected 5 Type a brief comment in the Reason field to explain the changes made to this document 6 Do you want to ensure that the document is checked back in to the repository using only the Original file name e Yes Select the Force Original Filename check box e No Leave the Force Original Filename check box deselected 7 Click Checkin to upload the document 23 Dashboard Browse Documents Bob Acutt Preferences browse Se Checkin Document Cost Analysis Display Details Download Permessions Transaction History t BADEN Es neces Version History View Roles Checian Document File Browse Cancel Checkout Change Document Ownership Major Update Checkin Discussion Links Make mnmutable Request Assrstance Reason Wertdiow O Force Original Filename t lys o 7 Figure Check in page Cancel Check out The Cancel Checkout option in the Document Actions menu allows you to restore the document to the re pository without saving any changes made to the document while it was checked out Copy The Copy option on the Document Actions menu copies the currently selected document to another location in the repository The Copy Document document name page allows you to browse the folder
19. cost effective alternative to proprietary applications Pinnacle is available in two editions e Pinnacle SMB Edition 20 users e Pinnacle Enterprise Edition unlimited users Pinnacle SMB and Enterprise Edition are known collectively as Pinnacle Commercial Editions Pinnacle Commercial Editions are the certified versions of Pinnacle Open Source Edition and are sold with commercial support and extended functionality that provides access to the Pinnacle document repository from Windows Explorer and Microsoft Office applications To find out more about Pinnacle call 703 385 0101 email info vircosoft com or visit http www vircosoft com For detailed information about installing and configuring Pinnacle please see the Pinnacle Administrator Manual and the Pinnacle Installation Guide Features in Brief Pinnacle provides e Acentral document repository with audited document content version control e Powerful document metadata management and versioning e Sophisticated document authoring management and workflow e Full text indexing technology allowing search within document contents e Powerful security group and role based security model and integration with enterprise directory servers About this Guide The Pinnacle User Manual is a guide to using the Pinnacle Document Management System These instructions are intended for end users of the Pinnacle Document Management System Please Note This document is a working d
20. ct a Field page to open the Select a Value page where you can further define browse criteria 4 Select an option from the list provided on the Select a Value page to open a view of the repository by Lookup Value Subscriptions Subscribing to a document or folder allows notifications to be sent to you via email if you have this feature acti vated on your system when actions are performed on a document or folder that you have subscribed to i e you will be notified when a document or folder is checked in checked out deleted moved archived etc Your notifications also display on the Dashboard Unsubscribing prevents further notifications from being sent to you when further actions are performed on the document or folder 35 Viewing Subscriptions This procedure displays your current subscriptions Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Click Manage subscriptions to open the Subscriptions page 3 View the list of files and folders to which you are currently subscribed Subscribing to Documents or Folders This procedure creates a subscription to a currently selected folder or document Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Search or navigate to the document or folder where you want to create the subscription 3 Is this a e folder subscription Click Subscribe to folder in the Subscriptions section at
21. d a folder then click Add a Folder in the Folder Actions menu to open the Add a folder page 3 Define a name for the new folder in the Folder name field then click Add folder Allocate Roles Roles are set up or changed on the Allocate Roles page in Browse Documents Note The Pinnacle administrator is generally tasked with role allocation and with modifying roles To find out more about allocating or editing roles see the Pinnacle Administrator Manual Dashboard Browse Documents Bob Acutt Preferences Logout browse gt folders accounting Allocate Roles for Accounting Display Details n many case kt Folder transactions Warming Please note that changing role allocations may take a some time depending on the number of folders Actions on this folder o below this one Add Document Role Allocated users Edit Users Edit Groups Use Parent Add a Folder m Publications Manager Users Billy Carducci 7 a E Allocate Roles gt Groups r Bulk Export Bulk upload Permissions Rename Usage Information Figure The Allocate Roles page Bulk Export This feature allows you to download the entire contents of a folder in one zipped file You can save the zipped file to your computer where you can open it to view all the files you downloaded Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Search or browse to locate the folder where you want to download bulk co
22. e lete in the Document Actions menu on the left of the page 3 Specify the reason you re deleting the file or folder in the Reason field on the Delete Files and Folders page then click Delete Note The file or folder is deleted and this action is recorded in the Transaction History for this file or folder in the DMS Discussion Discussions are a low level collaboration tool that provides a forum for users to share their ideas on a docu ment You can view and add to existing discussion threads for a currently selected document or create a new discussion thread Perform the following steps to access discussion threads 1 Login then open the Document Detail page for the relevant document 2 Click Discussion in the Document Actions menu to open the Discussion page 3 Do you want to e view all existing threads Click View threads to display all existing threads in the View all threads section e create a new thread Enter a topic in the Subject field then add your comment in the Body field Click Create thread 25 Create a new thread Subject The topic of discussion in this thread Creating a new layout Body Your contribution to the discussion in this thread I d like to propose a new layout for this document The current layout is not flexible enough Create thread Figure Creating a new thread e add to a thread Click the link to the thread in the Existing threads section enter the topic in the Subject
23. e folder Select the check box adjacent to the folder title in the Browse Documents table on the right of the page Do this for each folder that you want to move to the destination location Click the Move but ton at the bottom of the table to open the Move page 28 e document Select the check box adjacent to the document title in the Browse Documents table on the right of the page Do this for each document that you want to move to the destination location then click the Move button at the bottom of the table Alternatively click on the document to open the Document Detail page then click Delete in the Document Actions menu 4 Browse to the location where you want to move this item then click Move 5 Enter a comment in the Reason field on the Move Files and Folder page to describe why you re moving the document or folder then click Move Note The documents and or folders you moved display in the Browse Documents table in their new location Rename The Rename option on the Document Actions menu renames the file name of the document This action is only available if you have the write permission on the document Note This action does not change the document title It only changes the file name Suppose you have a jpg image file in the repository and you want to change it into a bitmap This involves renaming the file from filename jpg to filename bmp then checking out the jpg file and checking in the bitmap version Perfor
24. e toolbar Logout button to exit your session the system opens at the Dashboard the next time you log on 37
25. ed Criteria pick list see the table below then click Add Note The system displays a Values field one or more for each query type you select in the Criteria pick list You can remove any Values field by clicking the Remove button adjacent to the field Select Name Title Creator Date Created Document Type ID Date Modified Document Contents Workflow state Transaction Text Searchable Text Custom 33 to search documents by name documents by their title documents created by this user All files and folders created during the search period you define All files and folders of this document type e g default reports articles etc the document by its numerical identifier all files and folders modified during the search period you define files or folders containing the search criteria you define which may be a word or a phrase in the file files and folders that have this workflow state comments made during transactions e g workflow transitions check in reasons etc all text related to this document You can also search by custom fields set up by your Pinnacle Administrator 6 Do you want to select another query type for this Criteria Group e Yes Go back to step 5 e No Go to step 7 7 Complete the Values fields for each query type you added to the Criteria Group 8 Do you want to define another criteria group for this search e Yes Click Add another set of criteria then go back
26. eo graphical regions Units may be internally administered an administrative user has the permissions of the Pinnacle system administrator but only within their Unit e Groups contains one or more users Any user may belong to more than one group Groups may also be allocated to Roles on a per directory basis e Roles roles are typically used where one user or group performs a specific task e g editor or pub lisher Roles are particularly useful in workflows Note Only the Pinnacle system administrator is allowed to create modify or delete these groupings Content Organization Pinnacle uses metadata and a flexible folder structure to organize documents in the repository Security Access to content in the Pinnacle repository is controlled through the system s Permissions structure Permissions are set up at the following levels e Group all users in the group acquire the permissions assigned to the group e Role permissions are assigned to the role and the role is assigned to the user who then acquires the permissions of the role e Folder users are only able to read write to folders if they belong to a group or to a role that has the appropriate permissions on the folder Folder permissions apply also to content in the folder unless oth erwise specified by default new child folders inherit the permissions of the parent folder and any changes made to the parent folder is passed on to the child folder s unle
27. field then post a comment in the Body field Click Post reply e close a thread Click the link to the thread in the Existing threads section Select the new state for this thread in the State menu then add a comment in the Reason field to explain why you are clos ing the thread then click Change state Edit Metadata This procedure changes the document s metadata You can change or add the following detail e document type document title author origin department Perform the following steps 1 Login then navigate to the relevant document 2 Click Edit Metadata in the Document Actions menu to open the Editing page 3 Do you want to define or modify e the document type Click the document type link to open the Change Document Type page Select a document type from the pick list then click Update Document Update the document metadata now including metadata specific to this document type then click Update Document e the document title Define a new title for the document in the Document Title field 26 e the name of the author Specify the author s name in the Author field e the document origin Click the relevant radio button to select an option in the Origin section e the department responsible for this document Click the relevant radio button to select an option in the Department section 4 When you re done click Update Document Links Document links allow you to establish associations between docume
28. for the child folder For more information about Editing Folder Permissions see the Pinnacle Administrator Manual Rename Folders This procedure changes the name of the currently selected folder Note The Folder Actions menu only displays the Rename option if you have the required permissions to rename the cur rently selected folder Rename is only available on sub folders and not at the Root folder Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Locate the folder that you want to rename then click Rename in the Folder Actions menu to open the Rename page in Browse Documents 3 Enter a new name for the folder in the New folder name field then click Rename Result A system message displays to advise you that the folder name has changed you will also see the old folder name and the new folder name in this message Usage Information This menu item allows you to view user activity on a folder and its sub folders Usage information may be fil tered by e user e general activity date range transaction type e folder content by workflow and document type Working with Documents The Document Info menu and the Document Actions menu in the Browse view provides access to document level repository functions 15 Browse Documents browne gt false CL Cost Analysts Display Detaits Generic Information oad wast Document F dename Cost Analysis xhs 13Kb tory
29. for the document including the file name file type creator last update date document type and the document s workflow status Note Additional metadata fields may have been added by your Pinnacle administrator Dive A gt Cost Anat Unplay Detaits Generic Information vot vo oc umest F terareo Cont Anahysis sche Kb Fheis Encel Spreadubeet Document Versier 02 SS Created by Andy Hanis QOO 02 49 117 a Daned by Anty Hanis h Last update dy Bob Ac m 007 03 12 15 88 Detna Workfiow states No workflow Figure Document Display Details Download The Download option allows you to open or save a file to your local to your local computer without checking it out of the repository Any changes made to a downloaded document are not saved updated to the version in the repository to update a document you need to check it out first make the required changes and then check it back in to the repository Permissions This menu option displays permissions that are set up on the currently selected document to view Role and Group permis sions on a currently selected document Permissions on a document are inherited from the parent folder or from a workflow if the document is in a workflow To add a document to a folder you require write permissions to the folder The new document in herits the folder permissions Users wanting to delete a document in a folder require delete permissions on the folder Only users who have the
30. h criteria in the Search field on the Dashboard to start your search See the rest of this procedure for more information about the simple search e Browse Documents Click Browse Documents then specify a search term in the Search field Click search Note The system returns a list of the documents that contain the specified search criteria 32 Performing an Advanced Search This procedure launches an advanced Boolean search of the repository The advanced search is based on one or more sets of criteria which is selected prior to launching the search An advanced search allows the configuration of detailed search requests using document metadata For ex ample you can search for all Microsoft Excel documents containing the word Invoice Note The Advanced Search feature is currently not available in the Pinnacle Client Tools for Windows Perform the following steps 1 Login to Pinnacle 2 Do you need to search from e the Dashboard Click the Advanced Search link to open the Boolean Search page then go to step 3 e Browse Documents Click Browse Documents then click Advanced Search in the Search menu to open the Boolean Search page Go to step 3 3 Select all or any from the Return items which match of the criteria groups specified pick list 4 Select all or any from the Return items which match of the criteria specified below pick list in the Criteria Group section 5 Select a query type from the pre defin
31. ifications by email Note You can switch email notifications on or off for your user profile on the Preferences tab Two types of default notifications in Pinnacle e Subscription alerts informs you when a document including document metadata or a folder that you re watching is checked out or deleted or if it changes in some other way e Workflow alerts informs you when a workflow that you re involved with has reached a certain state Noti fications can also be triggered when you are assigned a Role for the next step in the process for a document in a Collaboration workflow Browse Documents You use the Browse Documents section of the Pinnacle Document Management System to enter the folder structure and to work with documents and folders in the repository Note If your organization has purchased Pinnacle Commercial Editions you can work with content in the Pinnacle re pository through Pinnacle Explorer or through the web interface Browse View Folder View By default the right pane of the Browse Documents page displays a Folder view of the repository This is the page that opens when you click the Browse Documents tab on the Pinnacle Document Management System toolbar Click on a folder to view its contents or to drill down further into the Pinnacle folder structure Note The system only returns folders where you have read and or write permissions Document Type View You can display content in Browse Documents by
32. ith provided you permissions to do so and assuming that a workflow was not assigned by default when the document was added to the repository Note Once a document is in a workflow you cannot overwrite that workflow by assigning a different workflow to the document the document can transition between states in the workflow that has been assigned to it States and Transitions Workflows consist of states and transitions States A state may be defined as a stage in a document s life cycle such as billed or draft Each document workflow has a starting state which is the initial state for any document in a work flow Transitions Transitions which may be defined as the way in which documents move between states are an essential part of the workflow Each state can have one or more transitions depending on how the administrator has created the workflow Transitions point to the next step in the workflow such as send to client or review which effectively changes the state of the document Transitions represent the actions that may be performed on a document For example an invoice starts in the generated state then it is sent to client before it is marked as billed Transitions are said to be guarded not all users are allowed to access them For example ina Publication workflow only users with the role Reviewer may be allowed to review a document and to move it from Draft to Published Workflow Effects Actions Document wo
33. ls This page lists versions of document metadata and allows you to compare a metadata version with the current metadata Download content Permissions SE En User Metadata Version Content Version Compare with Current Compare with Other Version Transaction History i Bob Acutt 1 0 2 current version compare with other version Version History Andy Hamis 0 01 compare with current compare with other version View Roles n 19 4 Do you want to e view a version history Review the information in the columns and rows on this page open a version to view it Click on a version number in the Content Version column to download a read only version compare the current version with an older version Click the compare with other version text link in the current version s row to open the Version Comparison page where you can view com parative data compare an older version of this document to the current version Click on the older version s compare with current text link to open the Version Comparison page where you can view com parative data compare one old version with another old version Click on a compare with other version text link in the row of an old version you want to compare to open the Select Document Version to compare against page Click a compare text link in the Compare column to open the Version Comparison page where you can view comparative data ne Version Comparison Cost Analysis Display Details
34. ly selected document Figure Version History page Pinnacle Commercial Editions Pinnacle SMB Edition and Pinnacle Enterprise Edition are known collectively as Pinnacle Commercial Editions Note A Pinnacle SMB Edition subscription provides access to Pinnacle for up to 20 named active users excluding the default admin user and anonymous users A Pinnacle Commercial Enterprise subscription provides access to an unlimited number of users Pinnacle Commercial Editions offer extended functionality through components that provide a familiar Windows Explorer and Microsoft Office view of the Web based repository See Pinnacle ClientTools for Windows Manual Pinnacle Commercial Editions include e Pinnacle Integration Server a server side component that seamlessly integrates Pinnacle s Web based repository with Microsoft applications through Pinnacle Explorer e Pinnacle Client Tools for Windows a set of client side tools for Windows users that allows you to work with content in the repository as you re working on your local computer Pinnacle Tools for Windows includes Pinnacle Explorer provides a familiar Explorer type view of the Web based repository Pinnacle Desktop Imaging a scanner tool within Pinnacle Explorer that allows the upload of hard copy documents into the repository Pinnacle Office Integration provides access to the Pinnacle repository from within Office applica tions by providing Pinnacle buttons and
35. m the following steps 1 Login then click Browse Documents to enter the folder structure 2 Locate the document where you want change the file name 3 Click Rename in the Document Actions menu to open the Rename document page 4 Enter a new file name for the document in the New file name field then click Rename View Inline The View Inline option on the Document Actions menu opens the document inline within the Web interface and displays its content Workflow A workflow describes a document life cycle as a predefined series of states and transitions that a document must pass through before it is considered complete Any Pinnacle user may be involved in a document workflow Some documents such as tenders may have com plex workflows involving several people both internal and external to your organization Note The Pinnacle administrator defines and manages workflows in DMS Administration Predefined workflows display in the pick list on the Document Workflow page 29 Assigning workflows A document in the repository can have only one workflow attached to it at any given time By default work flows are not automatically attached to new documents when they re added to the repository However the administrator may configure the system to assign workflows when new documents are created or to assign workflows only to specific documents You will only be allowed to select and assign workflows to the documents you re working w
36. n this section name this information is used for reports and listings email address this is the address used to send alerts and notifications email notifications this check box defines whether or not you should receive email notifications at the email address specified in the previous field If this option is not selected you will only see notifications on the Dashboard mobile number this number is used to send notifications to your mobile phone if this service has been configured on the system for your organization password Changing your Password This procedure changes the password you use to log in to Pinnacle Perform the following steps 1 Log in to Pinnacle s Web interface 2 Click the Preferences tab to open the Preferences page 3 Click Change your password to open the Password page 4 Enter your new password in the Password field then retype the new password in the Confirm Pass word field 5 Click Change your password 6 The Preferences page re opens and a system message at the top of the page informs you that your password has been changed Logout Logging out The toolbar Logout button allows the currently logged in user to log off and it closes Pinnacle Your working session is set to time out automatically after a pre defined period of inactivity You will need to log in again to continue working and in this case the system re opens at the page where your session timed out When you use th
37. ng on to Pinnacle via your Web browser the system opens at the Dashboard The Dashboard provides tabs for the following functionality e Browse Documents use this tab to enter the folder structure e Preferences use this tab to define or edit your details e Logout use this button to close your current working session and to exit the system i N Pinnacle Knowledge Management System Dashboard Browse Documents DMS Administration Administrator Preferences Logout you are here dashboard home Add Dashlet Recently Viewed Items Search Dashlet EK Q search Welcome to Pinnacle a Advanced Search Pinnacle is a commercial open source web based Document Management System Pinnacle allows you to move away from uncontrolled and unaudited shared network drives to an environment which encourages knowledge sharing and meets regulatory requirements Pinnacle provides Acentral document repository with audited document content version control a Powerful document metadata management and versioning a Sophisticated document authoring management and workflow Full text indexing technology allowing search within document contents a Powerful security group and role based security model and integration with Directory Servers I Edit this introduction Figure The Dashboard Dashboard Features The Dashboard displays items relevant to your login profile such as a list of the documents you have checked
38. ntent 3 Click Bulk Export in the Folder Actions menu Note This menu item won t display if you do not have permissions for this action on the folder 4 A system dialog displays where you can choose to open the zipped file or to save it to your computer Once you have made your selection click OK 13 Bulk Upload You use Bulk Upload when you need to upload multiple documents to the repository and you want to use a zipped folder to do this You need to place the files into a zip archive at the source location before uploading this content to the Pinnacle Bulk upload retains the same directory structure as defined in the zip archive Note Bulk Upload may not be available for your installation Consult your administrator to find out more Performing a Bulk Upload of content 1 Login then click Browse Documents to enter the folder structure 2 Locate the destination folder where you want to upload bulk content 3 Click Bulk Upload in the Folder Action menu to open the Bulk Import page 4 Specify the path to the ZIP file in the Archive file field or click the adjacent Browse button to navigate to the ZIP file 5 Select a predefined document type from the Document Type pick list 6 Complete the information fields for this document type Note The Pinnacle administrator may have defined custom fieldsets for this document type which display once you have selected a document type 7 Click Upload Permissions Folders Vie
39. nts in the repository Important Your Pinnacle administrator needs to create the Document Link Types that you use to link documents When creating a document link the administrator specifies the type of relationship that the link implies between the linked documents i e associated with or duplicated by You will not be able to create links if there are no pre defined link types to choose from Viewing Adding Links This procedure displays the links if any that exist on the currently selected document and it allows you to set up links from this document Perform the following steps 1 Login then open the document s Document Detail page 2 Click Links in the Document Actions menu to open the Document Links page 3 Do you want to e view existing links View the list of links if any on the page e add a new link Click Add a new link to open the Add Link page Select the target folder then click Link Select a link type e g Associated with then click Link Note The administrator needs to create link types before you can add links Ask the administrator for assistance or see the Pinnacle 3 0 Administrator Manual 27 Dashboard Browse Documents Bob Acutt Preferences Logout browse folders accounting cost analysis Document info Add Link Display Details target document to link t Download Permissions Target Document Transaction History Jse the folder collection and path bel
40. nymous user Working in the Web Interface The Open Source edition of Pinnacle Document Management System provides a Web interface view of the re pository The Pinnacle Commercial Editions Subscriptions SMB or Enterprise allow you to work with content in the re pository through the Web interface or through Pinnacle Explorer Login Web Interface This procedure opens Pinnacle s Web interface Note This is the only login option available to users of Pinnacle Open Source If you have access to Pinnacle Commer cial Editions you can log in to the Web interface of the DMS or log in via Pinnacle Integration Server Note By default the system logs after a period of inactivity when logging in after an automatic logout the system re opens at the last working session Note If you are unable to log in the Pinnacle administrator should ensure that your user profile is added to the system and is enabled If your Pinnacle SMB subscription has reached the maximum filled user slots your administrator will need to disable another user to allow access to your user profile alternatively your organization can upgrade to the Pinnacle En terprise subscription Perform the following steps 1 Use your Web browser to open Pinnacle s Login page 2 Enter your login details in the Username and Password fields Note Your username and your password are case sensitive 3 Click login to open the Pinnacle at the Dashboard Dashboard When loggi
41. out and items requiring your attention Items that may be on your Dashboard e Items that require your attention this section may include e notifications documents that you have subscribed to and which have been added deleted or otherwise modified documents requiring your input in the workflow cycle as well as other system generated notices e orphaned folders orphaned folders are sub folders of parent folders where you do not have the appro priate view or other permissions You have permissions for accessing the orphan folder but you are not allowed to access the parent folder The dashboard provides a direct link to the orphaned folder in the re pository This is because you do not have permissions to navigate to the folder through its parent folder e Your Checked out Documents this section lists the documents that you currently have checked out of the repository You can click the link provided to go directly to the document in the repository where you can download the document to view it check the document back in or cancel the document check out e Search search for documents or folders in the repository directly from the Dashboard Notifications and Alerts Notifications are system generated messages that display on the Dashboard to inform you of relevant changes and events related to the system or to content in the repository Pinnacle provides an email notifica tion feature that can be switched on to send your not
42. ow to browse to the document you wish to link to Version History Root Folder Accounting View Roles Title ij Accounts Receivable Cost Analysis you cannot link to the source document 13Kt Archive ems 25 per page Change Document Ownership Checkout Copy Delete Link Discussion Make immutable The Make immutable option on the Document Actions menu prohibits further content changes to the cur rently selected document When a document has been rendered immutable no further changes can be made to its metadata and the document can no longer be moved or deleted These actions may only be performed by the Pinnacle adminis trator Should you require any change to the document you can click Request Assistance on the Document Actions menu Request Assistance The Request Assistance item on the Document Actions menu sends a message to the Pinnacle administra tor and the document owner to request the required action to be performed on the currently selected immuta ble document Move Only users with the read and write permissions for a folder are allowed to move an item to another location in the repository Moving Documents and Folders This procedure moves a document or folder to another location in the repository Perform the following steps 1 Login then click Browse Collections to enter the folder structure 2 Search or navigate to the document or folder you want to move 3 Are you moving a
43. r in one zipped file Usage Information Opens the Usage Information for folder name page where you can elect a report type to view usage statistics on the folder by user by transaction and period or by work flow detail Add Document This procedure adds a new document to the Pinnacle Document Management System repository Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Click Add Document in the Folder Actions menu to open the Add a document page 3 Specify the path to the document location in the File field or click Browse to locate the document 4 Specify the document title in the Title field 5 Click the down arrow for the Document Type pick list then select an option 6 Complete the fields for the custom fieldsets defined for this document type e g author category keywords etc Note Your administrator defines custom fieldsets and fields for document types 7 Click Add to upload the document Note Having uploaded the document the system opens the new document s Document Detail page 12 Add a Folder This procedure adds a folder to Pinnacle s folder hierarchy Note If you belong to a group that has been assigned the Add Folder permission on a folder you are allowed to add child folders to that parent folder Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Navigate to the location where you want to ad
44. raft that is continually being updated We welcome your contributions to help us document Pinnacle Please post your comments and suggestions by creating a Documentation ticket for the Pinnacle project on http support vircosoft com If you don t find the information you re looking for in this document please ensure that you have the latest version of the Pinnacle User Manual You can download the latest version from www vircosoft com Getting Help Pinnacle Commercial Editions subscribers receive priority commercial support from the Pinnacle support staff Find out more about support and subscriptions for Pinnacle SMB Edition and Pinnacle Enterprise Edition at http www vircosoft com Getting help for Pinnacle Open Source Support is available at http support vircosoft com Post your questions at where our support staff and developers endeavor to answer questions around installing managing and using Pinnacle Introduction Organizational Hierarchy Pinnacle users are organized into Units Groups and Roles Only a user who has been added to a group or to a role is allowed to access and work with content in the repository This is because permissions are allocated at the group and role level and not to individual users e Units these are the top level folders that model the organization s logical business units e g Marketing Finance Research and Development Units are also used to create divisions based on for example g
45. rkflows are more than just states and transitions Pinnacle users and administrators may use workflows to restrict deny or grant access to documents in the repository based on the document s position in the workflow For example a state can restrict both actions and permissions on a document only reviewers may be allowed to discuss draft documents for instance while clients will be disallowed from viewing unbilled invoices and published documents will be prevented from being checked in or checked out of the repository Additionally users in specified Roles or Groups can be notified when a document reaches a certain state in a workflow These notifications display on the Dashboard and are emailed to users who are set up to receive email notifications Viewing Starting Workflows This procedure displays the workflow if any that is assigned to the currently selected document and it allows you to start a workflow on this document Note Once a document is in a workflow you cannot overwrite that workflow by assigning a different workflow to the document the document can only transition between states in the workflow that has been assigned to it 30 Perform the following steps 1 Navigate to the Document Detail page of the document where you want to view or start a workflow 2 Click Workflow in the Document Actions menu 3 Do you want to e open the document s workflow Clicking the Workflow link in Document Actions opens
46. ss the inherit permissions fea ture is disabled Note Only users who have the Manage Permissions permission on a folder may use enable disable inherit permissions on the folder Non administrative users use the Permissions link on the Folder Actions menu in Browse Documents to view permissions set up for specific folders The Permissions Set See Administrator s Manual Version Control 3 TM a Pinnacle includes version control mechanisms to ensure that content is changed in a controlled and au dited manner Check out Check in Check out Checking out a document locks the file and makes it read only Other users can view the file but they can not change it Check in Files must be checked into the repository to make them available to other users The cancel check out function reverses the check out action and restores the document to the state it was in before it was checked out Alternatively the system administrator can force check in a document if the document is re quired urgently and the user who checked out the document is unavailable Incremented Versions By default new documents are version number 0 1 Each time a document is checked out the version num ber increments by 0 1 if the change is minor e g version 0 9 becomes 0 10 or if this is a major change the version increases to 1 0 or 2 0 etc The Version History link in the Document info menu provides a history of version changes for the current
47. structure to select a target des tination Delete Deleted documents remain in the repository and may be restored or expunged permanently deleted by an Ad ministrator in the Document Storage section of DMS Administration Note You need to have the appropriate permissions on a document or folder to delete it Additionally an administrative user will not be allowed to delete immutable documents using the Delete button in Browse Documents even if they re working in Administrator mode To delete an immutable document you will need to use the Delete action from that immu table document s Document Detail page This ensures that immutable documents are only deleted one at a time and avoids the mistaken deletion of an immutable document in a mass action delete 24 Deleting Documents and Folders This procedure removes a currently selected document or folder to the repository s deleted documents storage location Note The Pinnacle administrator is able to expunge or restore a deleted document or folder Perform the following steps 1 Navigate to the folder or document that you want to delete 2 Are you deleting one or more e folders Select the check box adjacent to title of each folder that you want to delete then click De lete e documents Select the check box adjacent to the title of each document that you want to delete then click Delete Alternatively click on the document to open the Document Detail page then click D
48. tems in the table Sorts the items in the list in order of the date a folder was last modified Use the adjacent arrow icon to change the sort order of items in the table This column displays the name of the Pinnacle user who created the folder or document Use the adjacent arrow icon to change the sort order of the list in this column This column sorts the documents in the list in order of their current workflow state Use the adjacent arrow icon to change the sort order of the list in this column Note Workflow state is a categorization applied to a document based on its current position in a predefined workflow cycle Browse Documents provides access to the following functionality Note The availability of options depends on your permissions and on the actions allowed in particular workflow states e Work with folders using the Folder Actions menu Qadd documents Qadd folders Orename folders Oview or edit permissions Operform a bulk upload of documents in a zipped file from your local computer Oview a folder transaction history Oconfigure workflows if automatic workflows have been set up by your administrator Qallocate roles to groups or users e Work with documents using the Document Actions menu Oview the document details Odownload a document to view it Ocheck out a document for editing Ocheck in a document Olcancel a document check out Qedit document metadata Odelete a document Omove a document
49. to find and return relevant content in the repository 34 Navigating the Repository Browse Documents By You use the Browse Documents section to navigate the repository either by folder by document type or by lookup value the default is browse by folder Note The system only returns folders where you have read and or write permissions Browsing by Folder This procedure provides a folder view of the repository Perform the following steps 1 Login then click the Browse Documents tab to open the folder view Note Folder view is the default view 2 Click on a folder in the list to display it s contents Browsing by Document Type This procedure provides a view of the repository by document type Perform the following steps 1 Login then click Browse Documents to open the default folder view of the repository 2 Click Document Type in the Browse Documents By menu to open the Select a document type page 3 Select a document type from the list to open a list of the documents in the repository that match this crite ria Browsing by Lookup Value This procedure browses the repository by lookup values Note Lookup values are defined by your Pinnacle administrator Perform the following steps 1 Login then click Browse Documents to open the default folder view of the repository 2 Click Lookup Value in Browse Documents By to open the Select a Field page 3 Select an option from list provided on the Sele
50. to step 5 e No Go to step 9 9 Click Search to start the search Boolean Search turn items which match any gt of the criteria groups specified Criteria Group Return items which match fany x of the criteria specified below Criteria Values Name carolyn Remove Title Styles and Formatting _ Remove Creator carolyn D hd Remove RER Alter Date 2006 02 23 17 52 select Before Date 2006 02 01 18 29 PREIE select Document Type Default Remove ID Remove Date Modified After Date 2006 02 23 18 30 select Before Date 2006 02 01 18 30 ee select Sebel Document Contents styles Remove Workflow state None gt Remove Transaction Text i Remove Searchable Text fonts Remove Category documentation Remove Figure Boolean Search Page with criteria defined and Values fields displayed Viewing Saved Searches The saved search function allows Pinnacle administrators to pre save useful advanced searches For example the administrator may want to save a search that displays all documents in a completed state of a workflow Saved searches save time on commonly used searches Perform the following steps 1 Login then click Browse Documents 2 View the list of links for saved searches in the Search section Note Your Pinnacle administrator creates this list of saved searches 3 Click on a link to run the search Note The system uses the search criteria saved for the search
51. wing Folder Permissions This procedure displays the permissions set up on a selected folder Folder permissions are viewable on the Folder Permissions page in Browse Documents Perform the following steps 1 Login then click Browse Documents to enter the folder structure 2 Locate the folder for which you want to view permissions 3 Click the Permissions link in Folder Actions to open the Folder permissions page 4 View Role Group permissions for the folder Browse Documents Preferences Logout browse gt folders unten About this folder View Permissions for Accounting Display Detads Folder transactions Manage security Edit perm Actions on this folder This folder defines its own permissions Add Document Add a Folder Role or Group Read Write Add Manage Delete Manage Folder Download eas eas Folder security workflow Details plugin Bulk Export System Administrators Bulk upload oup Administrative Staff O o o Permissions Bookkeepers O O 0 oe oe o sg Management o oe oo oe o sage Information Figure View Folder Permissions Editing Folder Permissions Only the Pinnacle administrator is allowed to edit permissions on the folder By default child folders inherit permissions from the parent folder Pinnacle allows you to override the per missions of the parent folder if you have the required permissions so that you can define new permissions
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