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Webforum Teamwork Manual

1. Order access restriction Last download date Eti Order access restrictions When ready press Send order and the order will be sent Copyright Webforum Europe AB 80 Webforum Teamwork amp Professional Manual Distribution list a Distribution list Add from document archre Add from computer Individual print specifications File name Method Format Finishing Full scale Half scale E t contract 2 docx Black and white prir A3 Rolled 2 4 E t Contract 3 docx Black and white prir A3 Rolled 2 4 E t Contract 1 docx Do not print 0 0 E fwn Johans contract docx Do not print 0 fi Order access restriction Last download date 2 122011 a7 Send order Cancel Send order The print agency will receive an e mail with a link to the download area Print order 7 ECM Test Platform noreply webforum com Skickat den 27 december 2011 19 57 Tilk Fredrik Adolfsson Order download URL htips secure webforumtestcomvtest ecmtest 11 4 doc public PrintOrderaspx key 289c1013189e4celas 1 focefosecedd Print order e mail Clicking on the URL will take you to the download area Here it is possible to download the print order specification the distribution list and the documents to be printed Delivery set 1 Download order specification pdf Download distribution list Download documents zip Print order download area The log for a set contains information about print order downloads Copyri
2. shown if you do mouse over on the symbol E Document import Metadata file Import template 2072 09 10 xlsx Replace Documents Archive_20120910 Contracts zip Replace Display files Add Verify Filename Location Status w Contract 1 docx kw Contract 2 docx if target folder is not specified in the metadata file the documents will be imported to the current folder About status W Approve imported documents z Comments Signature your password Import Close Import and approve documents It is possible to approve documents directly when they are imported This is done by checking the Approve imported documents checkbox Checking this will show a comment field as well as the mandatory signature field It is also possible to unlock the documents when uploading new versions of documents that are already in the system If the document contains attribute values that can be automatically read they will be read also when the document is imported If the excel file contains values for such attributes they will be read instead of the file values Copyright Webforum Europe AB 48 Webforum Teamwork amp Professional Manual Projectplace import Documents folders users and groups can be automatically added from Projectplace com Contact Webforum or a Webforum reseller for more information Downloading multiple folders and or files from the document archive The zip function allows users to download multiple folders and d
3. A Pick list lets you add values to a list that the user will be able to select from C Edit attribute Edit attribute Name Mandatory Searchable List values Created Modified Pick list attribute Contract type W v Value Description Short Value Supplier Supplier contract S P E Collaboration Collaboration amp admin Co P V Customer Customer contract C gan F Other P Delete Add Fredrik Adolfsson 16 02 2012 17 13 Fredrik Adolfsson 28 01 2013 08 23 OK Copyright Webforum Europe AB x Cancel 23 Webforum Teamwork amp Professional Manual Short Values are visible and used if the function for automatic generation of documents is switched on see the description below Multiple choice gives a user a chance to choose more than one value in a pick list A categorized pick list is a list where the values are grouped such as countries grouped into parts of the world A Code Structure 1s a structure with unlimited levels In searches a search for a specific name on will give a hit on all sublevels as well C Edit attribute Edit attribute Name Mandatory Searchable Codes Created Modified Code structure attribute O Codes El 4 Al oe 4 4 Building 4 2 Land wo 424 Fence Code structure Code structure demo show code structure Fredrik Adolfsson 12 09 2012 09 59 Fredrik Adolfsson 12 09 2012 10 00 In order to create a hierarchy you
4. C A document with the same name exists There is already a document named Contract 1 docx in the target folder How would you like to handle the uploaded file Replace the existing document The new version number will be 2 Add as a new document Contract 1 2 docx Do not save it Do this for all duplicates OK Cancel Replace documents via file extraction Copyright Webforum Europe AB 90 Webforum Teamwork amp Professional Manual Discussion Forum When opening the Discussion Forum the left pane contains a search toolbox as well as a list of the forums available The right pane lists the forums in more detail including number of threads postings and information about the latest posting Search Threads Advanced Search Ea New Thread g Delete Go Thread Title Forum Replies Latest Posting choice of project methodology Test Forum 1 1 16 08 2013 13 0 Forums Add Started by Fredrik Adolfsson 16 08 2013 13 02 by Fredrik Adolf V Test Forum1 The Search toolbox and listing of forums in the left pane detailed information about the forum threads in the right pane Click on a Forum context menu to see Properties and Permissions or to Delete or Export a Forum Forums New office Test Fonm 1 Properties Permissions Delete Export Subscribe Forum context menu The threads of the marked forums are displayed SOMER 2 Threads Advanced Search New Thread a
5. Username Fredrik adolfsson webforum com Password Language English v lt 6A Ta Mobile login Once logged on you will come to a workspace selection page if you have logged on from m webforum com otherwise you will come directly to the module selection Click on a workspace name top open it Ki Select a workspace ECM Test Platform a 25 09 201 IT gt L Te Cj Manual Svenska gt C Manual Eng gt L ogin 24 09 2012 14 UTC Workspace selection logged in from m webforum com Copyright Webforum Europe AB 132 Webforum Teamwork amp Professional Manual The mobile interface currently has four modules documents time report contacts and issues Time reporting and Issues are further explained in the Project Management manual Manual Eng C7 Webforum Start Documents gt Pal i G Time Report gt et Contacts gt ia Issues gt C avout gt Module selection Copyright Webforum Europe AB 133 Webforum Teamwork amp Professional Manual Documents The documents module can be viewed in list and search mode The list mode lets you navigate according to the normal folder structure N Documents List Search Root oy ERP Project gt Project 1 gt _ Temporary gt Test file 0 doc 15 02 2012 14 58 1 KB Documents List The Search mode lets you search for file and folder names a Documents List Search Proj x ay ERP Project
6. Wwedows Calender r sA Uang internet Explorer Oo cot forget to netall the Webforum Seem Plugin ia order to senplty werk wah Doovrnerts 2 Forum create lopet end Ascuts a E mail sand mescejes to veers or uber FOvps SMS send text esseget users Of user Q Ovot messezjes oe free Contan wt to ref your acceurt ae Contacts here you cae search for workepace users and groupa Web publishing Here wed pubbahers ce tel wo Doth Interne and Paternal Aebotes Sependrg 7 t he feet SS on the pertressicn petang A min shows you to chenge the settings for Did few users d p Oupe My profile flows you to thes ecrespece the wet ecrksoece ord Parge wlormeten DDCA your Ger user A My account slows you 10 Mange e mai etdresses ant pesewords ta a Se same wtormeton tor af workapeces you ere a memet of My Workapeces f you oe s member of more then one worknpece vou wil Be atte lO Amtc between them mihal ogee out at vedie if you are a mere of only ore workapece D Calendar 3 Mor 2008 q Webforum maw webform Conn Last update 2015 09 09 Webforum Teamwork amp Professional Manual Contents Taide yo 8 cy 61 9 aa 5 POOGING NA seserapan a Sb ausaebl atin e a E E 5 Lost or forgot your personal Username and Password cccccseececeeeeeeeeeeseeeesaeeeesaaees 6 Layout of the WorkSpace esiveccicciiect eceveccicsitecd ecevescicsiread vereveaicsiventerwenicninentvecen 7 PIC AO DEAE E EEEE ATES EAT
7. 35 Webforum Teamwork amp Professional Manual Search All content in the Document archive is searchable By default the Quick search is available in the left pane as described above To perform a search enter the search word or phrase and click on the search symbol It will search in the name and description fields for documents folders and sets professional only The whole document archive will be searched regardless of which folder you are currently in fa He S Quick Search Quick Lists Select select My last opened documents New documents last T days My subscriptions For me to review approve Sent by me for review approval All document sets All locked documents Quick Lists makes it possible to find documents that have previously been harder to find such as a document that I must review approve Clicking the Recent folders links will take you to a folder that you previously visited Root Project 1 Recent folders E Nan Root Project 1 4 RootERP Project mo e E Roo E i Root Project 1 Task 1 Sub Task 1 Root Project 1 Task 1 Root Temporary Recent folders Copyright Webforum Europe AB 36 By clicking on the search button tab given A o S Search filters None Search Clear a _ Search only in current folder Root ERP Project Name Contract Description Document content Status All Created by Created Modified by Modified
8. Example of a locked file with tool tip displayed When doing mouse over the locked file icon a tool tip is displayed The tool tip includes the timestamp when the document was locked locked by and the lock comment for the document The file can only be unlocked by the person who has locked the document and administrators To unlock a file click on the Dropdown menu and select Unlock Copyright Webforum Europe AB 71 Webforum Teamwork amp Professional Manual Comment on a Document To the right of each file a Balloon icon gt is displayed This option allows users to comment on or discuss the contents of a document By clicking on the balloon icon and then on New comment a blank comment form is displayed Enter the comment into the text box Click Save to post the comment Properties Examples 7 doc x General Version History Comments Permissions Posted By Document Comments Per Graske Here you can enter a document comment 2 bj OS 08 2008 13 37 Add comment This is the text field where you enter the document comment Save Cancel OK Cancel Apply Commenting on a document The number of comments posted for a document is shown next to the balloon Document Alias linked documents A document alias is a document residing in one folder that you want to display in another folder as well A document alias has a symbol next to it in all folders where it is displayed except for the original f
9. Webforum Europe AB 31 Webforum Teamwork amp Professional Manual the function will only be switched on upon customer request Defaults It is possible to set default settings for both search filter fields and columns C Configuration x Document types Attributes Defaults Navigation trees Display files Other Settings Default column selection Available attributes Selected attributes Description Version A Ay Created by Status Created Display file H Document tyoe Size H Attachments he Type ny Default filter attributes Available attributes Selected attributes Name Ay Description Document content Status H Created by a p Save Close The Default column selection controls which columns that should be displayed for users by default when they first start to use a workspace The Default filter selection controls which filter fields should be available in advanced search for users by default After the initial log on a user can alter the column and filter set up to suit her own needs Copyright Webforum Europe AB 32 Webforum Teamwork amp Professional Manual Navigation trees Navigation trees are a way to navigate to documents using attributes values rather than folders Choose in which order you want to navigate by selecting attributes in that order It is possible to create many navigation trees that have different attribute orders Document types Attributes Defaults Navigation trees Di
10. a P Documents WFE Products JAR WManuals Quick Guides amp Release Notes OLD m n OLD Documents WWFE Products ARW Recent folders Copyright Webforum Europe AB 19 Webforum Teamwork amp Professional Manual Webforum plugin for Internet Explorer Webforum has developed a plugin for Internet Explorer which gives the user enhanced features in the Document archive It lets the user e Drag and drop files and folders from the file system of your computer to the document archive e Open documents so that they can be saved directly to the document archive Andreas Massarsch My profile My account fj Help eS Logout Install Webforum plugin info Modified By Comments i 03 25 Andreas Massarsch i 16 10 Volodymyr Oliinyk Installation of the Webforum plugin for IE In this manual we assume that the plugin has been installed At the end of this chapter information is given about working in the Document archive without the Plugin Instructions on how to install the plugin are given in Appendix 1 Webforum extension for Firefox Webforum has developed an extension for Firefox that lets the user drag and drop files from the computer to the document archive The extension works with the latest Firefox version on Windows and Mac OS Edit online is possible for MS office files A link for installing the Firefox extension is available in the top right corner of the document archive Copyright Webforum Europe AB 20 Webfo
11. amp Project A C The advanced settings tab for group Project A With this setting users in Project A will only be able to see users in their own group e Set up a group called Project B and add all the project members to this group e On the permissions tab take away the read permission for the all users group Add the group Project B to the list and make sure they have read permission Copyright Webforum Europe AB 125 Webforum Teamwork amp Professional Manual Import users There are two ways to import users from file and from another workspace Users and Groups E Import users from file Users Special Users Instructions You can import a list of users using an Excel file The minimum requirements Groups for the users are that they have a first name and a last name You can download an example file below Import Users Export Users Download example file Workspace Select file excel format Choose Account Settings Login Log API Import users from another workspace Import from other systems Projectplace You can import users from another workspace Select workspace Project Management ECM Test Platform 10001 v Resources R Global Resources Details Start import User Category Assignments Import users In order to import users from a file create an excel sheet with each user on a separate rows and the user name e mail and other relevant information in separate columns It is possible to download a
12. u All Groups v All ii Search Special Users Groups amp Add User 3 Invite gt Delete F Name E mail Address Company Status O a_lastname a_firstname testing test com Company Active C Adolfsson Fredrik fredrik adolfsson webforum com Webforum Active C Adolfsson Fredrik fredrik adolfsson aducera com Active Manage users Copyright Webforum Europe AB 114 Webforum Teamwork amp Professional Manual Adding and inviting a User Adding users To add a new User click on Add user in the bottom right corner of the Users page It is mandatory to enter the first name last name and e mail address of the user The user can at a later stage complete the form in the My Profile section If your workspace has the Project Management modules 1 e time reporting and project planning each user will also have a resource category and a responsibility Resource categories and responsibilities are further explained in the Project Management manual At the bottom of the form select which User groups the user should belong to Finish by clicking on OK To add additional users repeat the above process Add User User Information First Name Andreas Last Name Massarsch E mail Address andreas massarsch webforumcom Title Sales Job Title Function Company Organization Webforum Europe AB Department Uri Mobile Phone Business Contact Information Address Line 1 Soina Torg 19 3tr Address Line 2 Postal Co
13. It is possible to open the attchments by clicking on the document name or navigate to the attachments by clicking the navigation link symbol When exporting documents with attachments there will be one additional file for document attachment metadata and one extra zip file for attachments Er Export x Select the attributes to include in export Not selected Selected Description a Filename 2 i Created by Version i Created Attachments i Display file Status i BSAB y Sze l Code structure demo Type Contract Date Modified Contract party Modified by Contract value i Document tvoe ji O Export only metadata xlsx Export metadata xlsx and documents zip ip 377 9 KB ip 8 9 KB Close Exporting files with attachments Copyright Webforum Europe AB 85 Webforum Teamwork amp Professional Manual Loans lend return documents Professional The lend return documents function makes it possible to keep control of where documents are being managed when they are not managed in the workspace A typical example would be that a house owner who wants construction work done to a part of a building lends out the documents to the project which is performing the work This could be a Webforum project on a different workspace or a project run by an entrepreneur outside of Webforum The lending function is normally switched off so contact Webforum or a reseller to switch it on In order to lend out a documen
14. Size KB KB _ Only lent out documents Document type Alll Advanced Search Webforum Teamwork amp Professional Manual Search in Root Recent folders w Name LJ Archive_20120910 Contracts CJ Archive_20120910 Contracts 4 Contract 1 O contracti O amp Contract1 amp C Contract 1 O contracti 7 amp O amp contractt2 8 4 Contract 2 Contract 2 4 Contract 2 2 T Johans contract Version N N 4 more search parameter options Size 756 KB 756 KB 396 KB 396 KB 396 KB 396 KB 396 KB 396 KB 396 KB 396 KB 396 KB 81 KB are You can choose to search in the whole document archive or just in the current folder and folders below it If Content is checked the actual contents of the files stored in the Document archive are searched The searchable file types are Microsoft Office files Word Excel and PowerPoint as well as Adobe Acrobat PDF files If the use of document types is switched on for this workspace then it will also be possible to search for specific documents types and their attributes metadata By default all attributes are visible in the left pane By choosing a document type only attributes specific for that document type are displayed You can choose filter selection by clicking the funnel icon Y on the search page Copyright Webforum Europe AB 37 Webfor
15. 1 11 51 12 banca 14 15 16 17 18 gam Workshop 19 20 21 22 23 24 25 1 2 27 2 2 30 31 ia Shared Calendars 418m V Project1 l Only show my meetings 12Pm Start up meeting 4pm 2pm Calendar It is possible to choose which users and groups that are allowed to add meetings to the calendar by pressing the drop down list next to the calendar name Copyright Webforum Europe AB 98 Webforum Teamwork amp Professional Manual Click on a cell in the calendar in order to edit a meeting In the meeting pop up you can set the start and end time choose a location and invite people to the meeting Cf New meeting Name Project meeting 1 Calendar Project 1 Calendar Start time 25 09 2012 17 09 00 FP All Day End time 25 09 2012 5 09 30 D Location Office Description Participants Fredrik Adolfsson fredrik adolfsson webforum com Accepted Yuriy Rogach yro ciklum com Invitation not sent Add Links i Contract 1 docx 395 2 KB Root ERP Project EJ Add link to folder or document Meeting details When clicking Save an option to invite participants or not is given ee G a C Send invitations Do you want to send invitations to the participants lf you answer no you can send invitations later Yes Save message Copyright Webforum Europe AB No Cancel 99 Webforum Teamwork amp Professional Manual The persons you invite will get an invitation e mail that they can respond to and s
16. Copyright Webforum Europe AB 13 Webforum Teamwork amp Professional Manual Permission system Introduction Webforum Teamwork has a very flexible permission system allowing administrators to give users and user groups access to objects such as web pages on the protected website Document Folders or Documents and specific forums in the Discussion Forum How to add users and groups is explained in the Administration section The permission system works the same way in all modules By clicking on Permissions for an object a dialogue box will open The principle of the permission settings for a group or user is Full the user has full access to the object and can create read update and delete the object Create the user has permission to create within the object such as upload a new document in a folder Read the user has permission to see and read the object for example open a document Update the user can update the object for example update a web page Delete the user has permission to delete the object View the user can see a document but not save or print it document and folder objects only l B et i L BTU rn 5 OIM ali a C Properties Contract 1 docx General Attributes Version History Reviews Comments Log Permissions Inherit permissions from parent folder Group User Full Create Read Update Delete View G3 Allusers Permissions for documents Copyright Webforum Europe AB 14 We
17. Manual Creating and managing task lists In order to create a task list click Create task list and give the new task list a name C Create new task list Properties Properties New task lilst form N Ok Cancel Apply Task list properties window when creating a new task list In order to set permissions click on the Permissions tab The permission settings functions like the permissions in the rest of the system and operates on the task list level 1 e not on individual tasks Once you have created a new task list press OK Copyright Webforum Europe AB 96 Adding and managing tasks Webforum Teamwork amp Professional Manual Adding new tasks is done by pressing the Add button Click on the pencil icon in order to open an existing task for editing If you just want to have a look at a task without editing click on the ID number 7 0002 Project2 Recruit a Project Manager Fredrik Adolfsson Not started 10 0002 Recruit a Project Manager Name Task list Recruit a Project Manager Project 2 v Description Need to find a new Project Manager First step is to finalize the requirement specification for the position Responsible Status Priority Due date Fredrik Adolfsson fredrik adolfsson webforum com Not started Y Medium 10 10 2012 37 Enter name to select user URL https secure webforumtest cony manualeng tasks taskid 2 Created 19 09 2012 09 20 04 by Fredrik Ado
18. SE 171 45 SOLNA Sweden Switchboard sales 46 0 8 527 400 70 Support 46 0 8 527 400 80 Web webforum com E mail General info webforum com Sales sales webforum com Support support webforum com Copyright Webforum Europe AB 138 Webforum Teamwork amp Professional Manual Appendix 1 Installation of the Webforum Plugins for Internet Explorer and Firefox The use of Drag amp Drop and Edit Online requires a plugin to be installed on your computer The plugin is developed by Webforum and is safe There is also an extension for Firefox Windows and Mac OS that provides the same drag and drop and edit online functionality as the Internet Explorer plugin The Firefox installation is started in the same way as for the plugin but then follows the standard procedure for Firefox extension installations Installation procedure 1 Click to open the document archive If this is the first time you open the document archive and you are using Internet Explorer you will be asked if you want to install the Webforum plugin otherwise see 2 below 2 In the top right corner you see the text Install Webforum plugin It will be in red colour if you do not have the latest version of the Webforum plugin installed Click on the text and the installation process will start 3 Press Run when you are asked if you want to run or save the downloaded installation file 4 Press Next when you see the screen Welcome to the installa
19. Workspaces without having to go through a logout and login procedure To switch Workspace simply click on the dropdown menu to see all available Workspaces and select the desired one to switch to My view My workspaces w Logout Cy Webforum ECM Test Platform a Help Manual Eng Manual Svenska Click on My workspaces to switch between your workspaces Copyright Webforum Europe AB 10 Webforum Teamwork amp Professional Manual Workspace search The Workspace search allows the user to perform a search that includes all sections of the Workspace The search results are presented per module You can go directly to an item by clicking on it Clicking on a document will open it Clicking on a link to the document s location will take you to the folder in the document archive containing the document ECM Manual Screenshots Andreas Massarsch My profile My account My workspaces Logout Web Documents Forum E mail SMS Contacts Web Publishing Admin jnanual Help Search results Search results Search Query manual Web Pages Page name Language Section Home ES News No search results found Calendar No search results found Documents Name Size Type Modified Modified By Location a Manuals Folder 18 02 2008 Helen Olsson Root Forum No search results found Contacts No search results found Workspace search result presentation Copyright Webforum Europe AB 11 Webf
20. a new PMO Director The Workspace start page Copyright Webforum Europe AB 7 Webforum Teamwork amp Professional Manual Header The Project Company My workspaces Fredrik Adolfsson w 2 S m Web Documents Forum Tasks Calendar E mail SMS Contacts Admin P Qwebforu Header The title of the Workspace name is shown in the upper left corner of the header To the right the name of the user logged in is displayed Clicking the user name the user can access the personal pages My profile and My account and options to switch to another language or to logout In order to prevent other persons from accessing the Workspace without logging in you should click Logout in the Header area whenever you wish to leave the Platform A separate menu My workspaces lets the user switch workspaces provided that the user is a user on more than one workspace You will be logged off automatically after 120 minutes of inactivity A warning message will appear 5 minutes before being logged off A picture of the logged in user is displayed in the top left corner Click on the picture to replace it The same picture is displayed on all your workspaces In the bottom right corner of the Header there is a Workspace search tool My profile My profile is your contact information which is specific for the Workspace area If you are a member of several Workspaces this information can differ between Workspaces My profile is describ
21. add and remove users to from the group e Read access to a group means that all users from this group are available in the User amp Group dialog for the Group Administrator Note that a Group Administrator has restricted access to the administration functions For instance the Group Administrator cannot create or delete groups or change module permissions for groups A group administrator can create and invite user The group administrator can also delete users but only users connected to groups the GA has update permission for Hide groups for groups As described in the example above it is possible to control which users and groups that can see certain groups and users in the users and groups windows for instance in the permission windows used in the document archive the forum the website administration or when sending E mail All users General Settings Advanced Settings Specify what permissions other groups and users have on this group Read Permission to see this group Update Permission to add and delete users from this group alo requires Group Administrator permission P Group User Full Create Read Update Delete GS Allusers O The advanced settings tab for Group Administration Since most workspaces only are open for a selected group of people the default setting is that all users can see information about all other users However in some cases it may be necessary to hide users and groups for other
22. be provided as support e Add a login page banner e Choose a workspace logotype It will be displayed in f 1 browser tabs Users and Groups Settings Users Special Users Workspace Settings Groups a Workspace Name Manual Eng Export Users Time Zone GMT 01 00 Amsterdam Berlin Workspace Default Language Swedish Account Support Name Fredrik Adolfsson Settings Support E mail Address fredrik adolfsson webforum cor peers munca wat allowed file types gif jpeg API Jpg png Project Management Workspace logotype maximum size 40x40 pixels allowed file types gif Custom Fields jpeg jpg png Project Ay Password settings Minimum number of characters 3 Use both upper and lower case characters F Use at least one numeric character F Use at least one special character Allow password reuse Allow users to save their password Password expiry days Login requirements Only allow login from the following IP address ranges Require access code for login No Trusted IP ranges Send access codes as Save Cancel Settings Webforum We X E4 Google Workspace logotype display example Copyright Webforum Europe AB 129 Webforum Teamwork amp Professional Manual Password settings Workspace administrators can decide which level of security to apply to a workspace It is possible to choose both password complexity and how long the interval should be between password changes It is also possible to prevent users
23. can be downloaded If this is exceeded you will get an error message You can of course always download the same amount by using the zip down function multiple times Exporting a metadata index file plus multiple documents Professional The export function L makes it possible to export the chosen documents as well as the corresponding metadata You can choose which attributes to include in the export If you only want to create and index it is enough to export the metadata The index file will be in an Excel format Cy Export x Select the attributes to include in expor File name and location will always be included Not selected Selected Description Version A Created by Status Created Size Document type Type Building Moalfied Contract value T Modified by Contract Party Contract Number hal Contract Date Export only metadata xlsx O Export metadata xlsx and documents zip Start Close Export Copyright Webforum Europe AB 50 Webforum Teamwork amp Professional Manual Clicking start will give generate download links Export only metadata xls Export metadata xls and documents ip Start Download metadata xis 6 5 KB Download documents zip 0 7 MB Any display files present will be automatically added to a display zip file that also can be downloaded When exporting documents with attachments there will be one additional file for document attachment metadata and one extra zip file for
24. create a zip file containing the documents you want to upload You must also create an index file in Excel format The index file should contain the file name the location where the file should be placed the document type as well as the attributes Please note that attributes containing names from a user list should be e mail addresses for uniqueness A B C D E F G H 1 File Name Location Description Document ty Project Contract name Our reference Contract date 2 Contract 1 docx Root Project 3 Contract Project 1 Bank customer fredrik adolfsson aduceracom 29 08 2011 3 Contract 2 docx Root Project 3 Contract Project 1 Bank customer fredrik adolisson aducera com 29 08 2011 The import window is very simple just add the zip file as well as the index file Please note that the Destination indicated in the dialog does not influence where the files will be put it is the location column in the index file that matters C Document import x Metadata file Add Download template file Documents Add Display files Add Close Copyright Webforum Europe AB 47 Webforum Teamwork amp Professional Manual When importing documents it is possible to upload display files together with the normal files In the metadata file there is an optional column where the display file name can be entered If a name is entered that file must be present in the display zip file If there is an error in the import file format an error warning message will be
25. file put under version control click on its version number or use the document menu and select Version history Properties Examples doc x General Version History Comments Permissions T Version Description Size Type Created Created by E z 7 31KB doc 18 02 2008 15 20 Helen Olsson rl it 6 31KB doc 18 02 2008 15 20 Helen Olsson E te 5 31KB doc 18 02 2008 15 20 Helen Olsson rl it 4 31KB doc 18 02 2008 15 19 Helen Olsson al a 3 31KB doc 18 02 2008 15 19 Helen Olsson rl i 2 31KB doc 18 02 2008 15 19 Helen Olsson rl i 1 31KB doc 18 02 2008 15 14 Helen Olsson Delete Turn off version control OK Cancel Apply Version history To open download a specific version from the version history click on the pop up T icon and select Download F Version Description He 2 R View Edit description Copy Version history context menu Copyright Webforum Europe AB 62 Webforum Teamwork amp Professional Manual Review and Approval Review and approval are two processes that are supported by the system Start review Start approval Approve A review or approval contains the following main steps 1 Start of review or approval 2 E mail notification to participants 3 Participants respond to review or approval requests 4 Review or approval is completed 1 Start the review or approval There are two ways to start a review e From Start Review in drop down menu for the current document e From
26. gt Project 1 gt Project Demo Doc docx gt Documents Search Click on a folder opens the folder Click on a document gives you detailed information about a document From that view it is also possible to open the document Documents can be opened as long as your device supports the display of the file format in question Copyright Webforum Europe AB 134 Webforum Teamwork amp Professional Manual Ki Document Information Contract 1 docx Version 2 otatus Approved Size 396 KB Created 16 02 2012 17 16 Fredrik Adolf Modified 13 09 2012 09 17 Fredrik Adolf Document Information Copyright Webforum Europe AB 135 Webforum Teamwork amp Professional Manual If the Prizm viewer functionality is switched on you can also use the viewer on mobile devices This is done by clicking View document on the document details page Manual Eng C Webforum Ki Document Informa D Contract 1 docx Version 2 Status Approved Size 396 KB Created 16 02 2012 17 16 Fredrik Modified 13 09 2012 09 17 Fredrik View document in the mobile interface The viewer is opened and has options to zoom and depending on permissions to print It is also possible to change pages u TELIA gt 16 49 ee eee ee ema m m webforumtest com v fsck Price list 2010 Mobile viewer interface Copyright Webforum Europe AB 136 Webforum Teamwork amp P
27. icant e aia Sandccinseaadtts 115 User grOUDS cepai aaea e a ave bastante a a E E EA EA SS 119 Advanced Group settings ja 7csrnocaicccatensdaashaesarabeeesse Sekenasccaseenadaauenaias chuketetabonanenarssnadaabenesatanes 123 MPOT US CFS anearevsauccraratecds wscesvencunsaneneomemeaucu ane osurucn sus benunGeneenazadebanss edema tantanessactemaede 126 EX OOM US CMS a trasrtieasieiak cin tohshuasdiaimatner that aa a titan 127 DOCClal UISCIS a adios lowest lees E nile eee et erage lees 128 WY OPIS AGG proua E Sa eet a at ba vali inside oan a 128 PLO ECIDIACCHIMDOMT sadetintoiatocetuciusccininncus taunts N 130 Create New WorkSpace Seren i ewt de ee aatde rte attest ceae tal eiiee teats aie 131 MOODIE TALC AGO cannu 132 DOCUMEN seshecch it sleek ceases vanced a A vin Manvoe a Macau itdekatanian 134 COMMA CES ses eave Aiea cc eee a he cdins ret Kiales 137 Support amp Contact Information ccccceeeeeeeeeneeeeneeeeeseeeeneeseneeseeseseeneesennenes 138 Copyright Webforum Europe AB 3 Webforum Teamwork amp Professional Manual Appendix 1 Installation of the Webforum Plugins for Internet Explorer and PIR CTO X ciena conessaaccacccasemescecauccssaconneecaaseensccnseecs 139 MStallAatiOn PFOCSOUFG sinn a ternal deena 139 Appendix 2 Detailed permission SettingS c scccceeseeeeeeeeeeeeeeeeeeeeeeeeeeenes 140 DOCUMEN weak cssainthansictinaasascchuncdtaahtcomentuasiche ktsamsaiua E tinariahates 140 POW UIs tenures tanele leave i
28. inviter oo ECM Test Platform Invited by Fredrik Adolfsson fredrik adolfsson aducera com Invitation link https eecure webtforumest comtest_ecmtest_9 2 invitation aspx id sex Send Cancel Invite users After clicking Send a confirmation of the number of invitations sent will be displayed The status of the users will have changed from Not Invited to Invitation Pending Each user will receive an e mail with the invitation The next step of the process is for the user to click on the invitation URL Copyright Webforum Europe AB 116 Webforum Teamwork amp Professional Manual When the user clicks on the link a web browser opens where the user accepts the invitation by clicking Continue Invitation e mail that each user recieves From ECM Test Platform mailto noreplyfwebtforum com sent den 25 maj 2006 10 55 To Fredrik A doltsson subject Invitation to ECM Test Platform Dear Fredrik You have heen invited to join the workspace specified below Message from sender inbjudan Click on the Invitation link below and follow the instructions to accept the invitation If you have any questions regarding this invitation please contact the inviter Workspace ECM Test Platform Invited by Fredrik Adolfsson fredrik adolfsson webforum com Invitation link https secure webforumtest com test ecmtest 8 1l invitation aspx id Fullrdoba When you have accepted the invitation you ca
29. on a workspace from storing their passwords in the web browser when logging on to Webforum if Allow save password is unchecked Login requirements professional It is possible to restrict login to specific IP addresses It is also possible to ask for a one time access code when users log on Such access codes can be sent by e mail or SMS Login log The login log shows a list of all users that have logged in to the workspace By default the list shows the most recent login at the top Login Log Time of Login Name E mail Address Company IP Address 1702008 23 41 52 Massarsch Andreas andreas massarsch webf 65 226 143 21 T 1702008 23 14 50 Massarsch Andreas andreas massarschiwebf 65 226 143 217 1702008 20 32 08 Massarsch Andreas andreas massarsch webf 69 226 143 217F 1702008 14 23 50 Olsson Helen helen olsson webforum Webforum 212 214 654 250 TFA 00 175A 3A Dieson Helen helen olesoniiwebtonim Webform 21 314 64 750 Login log Projectplace import Documents folders users and groups can be automatically added from Projectplace com Contact Webforum or a webforum reseller for more information Copyright Webforum Europe AB 130 Webforum Teamwork amp Professional Manual Create New Workspaces Template workspaces can be created and linked to a master workspace from which it is possible to create new workspaces based on those templates Linking templates to master workspaces is done by Webforum so please conta
30. set All their existing attribute values will be lost Document type si Mass update new document type If you choose a document type and click OK a normal attribute list will be shown Copyright Webforum Europe AB 60 Webforum Teamwork amp Professional Manual Version control The version control feature makes it possible to store different versions of a document Version control can be set either for a specific document or for all documents stored in a folder You can either work with major versions only e g 1 2 3 or with both major and minor draft versions e g 0 1 0 2 1 0 2 0 2 1 To activate version control for a document click on Version History in the drop down menu and then select one of the version control options The file is now put under version control and a version number is shown in a separate version column A click on version number will open version history When opening a file put under Version control in the Document Archive it is always the latest version of the file that is opened Upload a new version To upload a new version of a file click on the dropdown menu and select Replace Select the new version of the file from your computer or network by clicking on 3 Replace Document x Root Campaigns Select OK Cancel Upload a new version of a file Copyright Webforum Europe AB 61 Webforum Teamwork amp Professional Manual Version history To view all versions of a
31. standard access Document Archive standard access Discussion Forum Standard access E mail standard access SMS Standard access Contacts standard access Public Website Administration No access T Protected Website Administration No access Workspace and User Administration Applying the function Group Administrator in the group details section Module Permissions 2 Go to Group Project A a open the permissions tab i add the Project A Group Administrators group to the list of users and groups li give this group Update permission ProjectA General Settings Advanced Settings Specify what permissions other groups and users have on this group Read Permission to see this group Update Permission to add and delete users from this group alo requires Group Administrator permission L Group User Full Create Read Update Delete 3 Allusers F Fi G8 Project A Group Administrators Applying Update permission on the advanced settings tab for the group Project A Detailed description for a Group Administrator Copyright Webforum Europe AB 123 Webforum Teamwork amp Professional Manual e A Group Administrator can access the Admin tab but will only see the options Groups and Users in the left pane e In the group listing page he she can only see groups that he she is allowed to see The same is true for the Users page e Update access means that the Group Administrator can
32. the Permissions tab while in Properties the permission settings for the folder are accessed The functionality of the permission system is explained in a separate chapter called Permission settings There is an option Inherit permissions from parent folder which is checked by default In order to change permissions for a folder this checkbox must first be unchecked Properties Project 4 x General Permissions Y Inherit permissions from parent folder Group User Full Create Read Update Delete OK Cancel Apply Example of Permission settings for a folder Recycle Bin All files and folders that are deleted from the Document archive are stored in a Recycle Bin for a period time by default 14 days During this period it is possible to restore files or folders All users will have Recycle bin available but will only have access to documents deleted by themselves A document archive administrator will still have access to all documents in the recycle bin The Recycle Bin is available at the bottom of the folder structure Copyright Webforum Europe AB 42 Webforum Teamwork amp Professional Manual Uploading files and folders to the Document archive Uploading files and folders can be done in the following ways e by dragging and dropping files e by using the Toolbar e by uploading and unzipping a zip file e by using the import function professional The former requires that the Webforum plugin has been ins
33. the Start Review button in Reviews tab tab is reached most easily via the Reviews menu item for the current document If you want to start an approval process the corresponding menu item or button is Start approval You can also approve a document without a process by clicking Approve C Review Document Contract 2 docx Version 2 You have chosen to approve this document version You must enter your password to submit your approval Comment signature your password OK Cancel Approval without workflow Copyright Webforum Europe AB 63 Webforum Teamwork amp Professional Manual When starting a review or approval workflow the following choices have to be considered o Select a parallel or serial workflow In a parallel workflow the participants will be asked to review approve all at the same time In a serial workflow the first person on the list will be asked to review approve first and the second one only once the first one has completed his review or approval o Specify if it should be allowed to update the document during the review this is not possible for approvals o Select participants to review approve the document A reviewer must be a user with permissions to at least read the current document All reviewers will receive automatic e mail notification click on the Preview message button to see how e mail notification will look like o Specify a due date when the review should be
34. the document during edit online or replace It is also possible to register a document without a file This is useful when there is an original stored elsewhere which you still want to store metadata about It could for example be an original of a signed contract A registration document without a file gets the following icon 5 In order to register a document without a file simply choose the standard Add document button in the toolbar then choose the Register Document Without File tab L mom m m oe i D i a Lh Cf Add document x Upload Document Register Document Without File Register create a document that has no file Note that it is not possible to add a file later Title Description OK Cancel Documents without files can still have a document type and metadata Copyright Webforum Europe AB 46 Webforum Teamwork amp Professional Manual Uploading and unzipping a zip file Upload a zip file using one of the methods above and then choose the Extract files context menu option for the zip file Extract files Read more about this under Extract files Importing multiple documents including attributes Professional The import function L is used when multiple documents and their metadata shall be uploaded If you do not want to add metadata you can of course still use the normal drag and drop function to add multiple documents to the system In order to import you need to
35. they have administration rights To lock a file click on the pop up icon and click Lock Name B El Product sheets Ads 2 Budget 4 M Examples 71 Open Download Edit Online OOOBWMOOO Oo Replace Properties Version History Comments Permissions Lock Cut Copy Copy URL to Clipboard Delete Lock a document You get an option to add a lock comment EI Lock documents x The selected document s will be locked Lock comment optional OK Close Lock comment Lock comments can be viewed in the General Properties tab of the document Copyright Webforum Europe AB 70 Webforum Teamwork amp Professional Manual Properties Examples 7 doc x General Version History Comments Permissions Title Examples Version T File type doc Location Dokument Arkiw vrigt Campaigns Size 31 KB Link httpev eecure webforum comwimanualdocgetdoc ashx Documentib 24 Description Created 1802008 15 14 Created by Helen Olson Modified 1WO42008 15 20 Modified by Helen Olsson Locked OO092008 11 33 Locked by Per Graske Lock status Locked Lock comment lam doing design review Per OK Cancel Apply General Properties In the folder view a lock icon 3 is displayed next to the file name ARARaao D Name Product sheets fa Ads 2 fe Budget 4 Examples 7 amp Planning 1 l Locked 09 09 2008 11 33 by Per Graske M To do list 1 I am doing design review Per Web 1
36. users For instance if external users are invited to a company workspace you may want to give them rights to see information about persons that are working on a certain project but not other users Since the default setting is that all users can see a new group it is necessary to change permissions on all groups if less people are supposed to see them and their users Copyright Webforum Europe AB 124 Webforum Teamwork amp Professional Manual Assuming that your company is running two projects A and B and that there are external users in both project A and project B that shall only be able to see other members of their projects you need to do the following e Take away the read permission for all users on the all users group Since all users belong to this group all users will be able to see all other users if this group have read permission to itself e Set up a group called Project A and add all the project members to this group e On the permissions tab take away the read permission for the all users group Add the group Project A to the list and make sure they have read permission ProjectA General Settings Advanced Settings Specify what permissions other groups and users have on this group Read Permission to see this group Update Permission to add and delete users from this group also requires Group Administrator permission F Group User Full Create Read Update Delete Gi Allusers LI d
37. 3 31 05 2013 Select Root J ERP Project Project 1 Task 1 i Sub Task 1 E Set 1 Project Launch Y H Temporary wj Recycle bin l My baskets Basket 1 _By Loans Loans There are only a limited number of context menu options for a loan z Construction Project Open Edit Delete Loan context menu Click on the loan number or open in the context menu to see which documents that are included in the loan Loans 1 Recent folders Name o F drawing with markups c7 amp A ki LinearRegression 1 c7 Q Documents in a loan Copyright Webforum Europe AB 89 Webforum Teamwork amp Professional Manual There are fewer options when you work with documents in a loan K I inearReoressioni1 ra A Edit online Download View Replace send in e mail Go to the original document Document in a loan context menu Go to the original document if you want to have the full set of options Extracting zip files Using the Extract files context menu option makes it possible to extract files from a zip file Extract files You are given an option to choose destination folder for the extraction EI Extract files x Extract to RootERF Project Archiwe_20120910 Contracts Select OK Cancel Zip file extration If a zip file is extracted and a document already exists the option to replace files will be given
38. 7 Mar This is the new thread about t This is the first text on this topic Fredrik Adolfsson 16 Aug 2013 choice of project methodology the best one in my opinion is Fredrik Adolfsson 16 Aug 2013 choice of project methodology Which of the following methodologies AII Forum postings on the internal web Copyright Webforum Europe AB 94 Webforum Teamwork amp Professional Manual Tasks The task module is used to manage to do lists Here you can create various task lists where you control who is responsible task status priority and due date Access rights are set on a task list level Tasks Task list All Create task list Manage task lists v Filtering options Responsible Status Priority All All vy All _ Hide finished tasks Text Search Ca Newtask g Delete Id Task list Name Responsible Status Prior 2 0001 Project 1 Buy consultants Not started v 2 0002 Project 2 Recruit a Project Manager Fredrik Adolfsson Not started D Ea Newtask g Delete Task module The module consists of different task lists The first time you visit this module you will see all tasks in all task lists that you have access to After that any filtering will be remembered until the next time you visit this module Due dates today or earlier are shown as red Status and priority can be updated directly in the list Copyright Webforum Europe AB 95 Webforum Teamwork amp Professional
39. A EAE ATESA EA AAE A EEE EA EEATT 8 Navigat omita bS saaana Aa Ea N ONUN ARE 12 MaMa G daeusnea cca cts AS an cp cer ems inst a a 13 P rmission SySt M rsrsr cas anaapa RANA EOE RAEE EIRAN i 14 MEOOUCUO M sisena A a a sate wh atc a E 14 mNerntpeErMISSIONS serseraie a 16 Module specific details sncisccisecets poe asheral ai ondeetela des enciloenedineSieeth ler iataeteees erento tes 16 Stan AC iha aae aana a aa a a aaa a aaa aa 17 Web Protected VV CI SILC curian a vente 18 DOCUMENTS asri a aa aa 19 ATO GUC TION crios slo ee tina a a a ieee 19 Webforum plugin for Internet ExpPlOrer ccccccccccseeeeceeeceeseeeeeeaeeseeeeseueaeeeeseeeaeeeeeeeas 20 Overview OF TOODI ssc tes hatte lh es le atin is Ci ce lol ete eae 21 Document Configuration Professional cccccccsssececseeeeeeeeeeeeeseeeeeeeeeeeeesaeeeeeesaeeeesaees 22 Navigation trees ProfeSSiOnal cccccsesceccsseeeeeseeececeeeseeeseeeeeeseeeeeeseuseeesseneeeeseeeeenaaes 35 oeae anaana cere dott seman cke dele aa sant acces cate Meat occas Sade coc Pancs es aaeeueeanaas TN 36 FOES assoc bas ans oh acest tees att ae se eae a aie eas 40 Uploading files and folders to the Document archive cccccceeeecceceeeeeeeeeeeeeeeeeeeeeeeees 43 PEOISCIOIAGCe IMD ransa 49 Downloading multiple folders and or files from the document archive cccseeseeeeeees 49 SNOW USEr DEMISSIGN Sesasi a a a a kaka a a a hk oveaees 51 Working with files in the Document archi
40. An ongoing review can always be cancelled Click the button Stop to cancel the ongoing review or approval It is easy to find documents in workflow just use the status field in the advanced search Save search filter Search Name Description Status KAN All Sent for review sent for approval Reviewed Approved Search on status Copyright Webforum Europe AB 68 Webforum Teamwork amp Professional Manual Display files Professional A display file is an additional file added to a document This means that a word file for instance can have a PDF version as well A display file is added from the document context menu by choosing the Add display file alternative Edit online Download View Add display file When you open download or view a file you will be asked if you want the original file or the display file You can also click the display file icon in order to open the display file The display file icon in this case a PDF file icon is shown in a column without a header F Name Type F T Manual_Project_Management_swe_10_3 PDF Price_list_2010 pocs H Display file icon Copyright Webforum Europe AB 69 Webforum Teamwork amp Professional Manual Locking To prevent a file from being modified while working on it it 1s possible to lock it When a file is locked other users can download the file but they cannot upload or replace it unless
41. LI Webforum Webforum Teamwork amp Professional User and Adm ECM Test Platform nistrator Manual Fredrik Adolfsson My profe My account Logout wo DOO Forum Tests E mail Sus Wed Pubbshing Adow QH New Facer kg Nev D Cot GP Cor lt The Webtorum plugin is installed nfo Search R C Nare Sze Type Voofied Modified By Comments Advances Search a O SB ttterview summaries 1 25 00C 0004 2009 05 17 Fredik Adolsson 0 O G Reqwement presentation 1 139 PPT OW O4 2009 09 17 Fredrik AdoMsson 0 O ER Requrement specification 1 248 00C OROADOOIOA I5 Fredrik Adotfsson 0 Folders Root Demo Template English Fredriti Adoifavcn My profi Wy account My workspaces Logat 3 ERP Project Gra a 10 Quality documentation J DW Requrement specfcaton O BD Design documentaton i T Test documentator Mars Project 1 5 Project 2 Project 3 Project 4 l C Project 5 500 G Test donmentaton af Recyde dn Cae Welcome to your web workspace GCethry aned gude for AGrrerestrators Gethrg started gude for Wed vow pishar Select a teb bove to go te the Andon yoy sont to work wah D weer rights set by De sdrrorusirator you may hove leted access to tome of The fuectors ependeng on The Webterun Phugen for Doarmert Menegement Oecuments cresie a folder structure sed make hen evedetie to of wters or eetection of users The toc a sirveler to the Pe Exptcrer a News
42. ace the existing document v Next Cancel Upload options If your workspace is using Document Metadata press Next to set Document Type and Document to set this for more documents the documents will then be uploaded C Add document x Upload Document Set attribute values P Previous Wext 1 of 2 documents Document A 40_10_11 2010 dwa Display file Add display file Document type Contract om Contract name Contract value Contract type r Short summary Country Category All i w T Jaha OK Cancel Copyright Webforum Europe AB 45 Webforum Teamwork amp Professional Manual Set document type and attributes If an MS Office document word amp excel has attribute or header information in the file that info is compared to attribute names in the system when uploaded If they match the document attribute header values will be suggested as attribute values by default The syntax for this 1s Attribute name Attribute Value and the attributes should be tab separated See example below Contract name Test Contract 1 Contract Date 2013 01 01 Test Contract Example Attributes in document header Drawing dwg metadata can be stored as attribute values automatically The system will read data from the drawing stamp in a similar way as from MS Office documents i e based on matching attribute names It is possible to specify that an attribute should be automatically updated with new values from
43. age it will not be visible in the start page settings tab where you can see news item and calendar events Copyright Webforum Europe AB 142 D2
44. alia owr yia Hre Shoe Gah Pe Cente remi Tart Selec grop membersiny and complete the impart New login GU amp removed Inline login There is anew GUT for loginin to Webform design to be casier te read Manual Eng madrk adicdspiniiwabhorim com x Frami anil Engis Login D Hemambes me hanged passaned W Ti Hite haw waiiarinmast comimenuaking hip tavs wetness convinarnakenyginlogin Prizm viewer Copyright Webforum Europe AB Webforum Teamwork amp Professional Manual Workspaces with the drawing viewer Rasterex can use it for more advanced functions such as markups redlining and advanced measuring functions Most of the Rasterex functions can be switched on upon request Please see the Rasterex User Manual on the Webforum support page for a description of all the different functions that are available You can save your personal redlining to the server It will appear the next time you open a drawing You cannot see other people s redlining Manual Eng Dokumenta x 4 r162d_plate 1 dwq x 7 C fi https secure webforumtest com manualeng documentviewer DocumentViewer fa Vy HP PS PPpPaistsS gt a amp Zoom Zoom Fit Fit Fit Zoom Pan R tate Colour Next Previous Layers Hide Print In Out Window Height Width Window Page Page Markup Magnification Position Navigation Markup File Rasterex Copyright Webforum Europe AB 54 Webforum Teamwork amp Pro
45. ame All Users and use the upper arrow icon in between the boxes to move to the Selected box Click the OK button to finish and return to the SMS window To select a group or an individual user open the dialogue window Use the search function described in the E mail recipients section to find specific users or groups Click on the arrow icon to move them to the right box Finish by clicking OK Remove a user or group by opening the Users amp Groups dialogue window mark the checkbox for a user or a group in the Selected box and click on the lower arrow icon in between the boxes Finish by clicking OR Copyright Webforum Europe AB 108 Webforum Teamwork amp Professional Manual Note that only those users which have provided a cellular phone number will be enabled in the User amp Groups dialog Users or groups which have missing or incorrect phone numbers will not be selectable Sending Before clicking Send it is possible to check the number of messages that will be sent to the recipient s There is a limit of 160 characters for one text message If you use more than 160 characters the SMS will be divided into two or more messages On the page there is one counter showing the number of characters and one showing the number of messages per recipient When clicking Send the SMS will be distributed to all recipients A confirmation will be displayed when a message is successfully s
46. attachments Show user permissions Use Show user permissions to see which documents and folders a user can access This feature is only available to document archive administrators a New Folder i Add Document e Cut Copy Paste Delete I go 2 amp When you click on the icon for Show user permissions a dialog window is opened where you first select a user All folders and documents that the selected user has permission to see are then listed with the user s permissions for each folder and document The list can be exported as an MS Excel file Copyright Webforum Europe AB 51 Webforum Teamwork amp Professional Manual Working with files in the Document archive Clicking a document name in the list opens a dialog where the user can choose how the document should be opened The options that can be available are shown in the picture below C Open Document 7 Edit online Download CEE view OK Cancel Open document Use Edit Online if you want to open the document on your computer to make updates that should be saved back automatically to the document archive This option will download the document in the background and then start the program associated with the document s type When you save the document it will be sent back to the document archive This option is only available if the user has permission to update the document and has installed the Webforum Plugin available for Inter
47. ay if they are available or not Meeting invitation Your response Accepted O Tentatively accepted Declined Comment Save Meeting details Subject Meeting 1 Date 04 09 2013 11 30 12 00 Location Description Participants Fredrik Adolfsson Add to my calendar Meeting invitation response page The comment will show up next to the name of the participant Fredrik Adolfsson fredrik adolfsson aducera com Tentatively accepted Your own meeting response will be displayed for each meeting in the calendar that you have been invited to There is a symbol for each of the responses accepted checkmark tentatively accepted questionmark and declined stop symbol Lunch meetil Pr E v Project Meeting H Meeting responses Copyright Webforum Europe AB 100 Webforum Teamwork amp Professional Manual There are a number of alternativs in the drop down menu for a meeting Test ne wi Open Change my response Export Delete Meeting drop down menu Open will open the meeting Change my response will change your meeting response accept tentatively accept decline Export will export the calendar to your local calendar program associated with the calendar file type This is a good way to get the meeting into your personal calendar Delete will cancel the meeting When a meeting is cancelled the participants will receive an e mail with cancellation information E Reply a Reply A
48. bforum Teamwork amp Professional Manual Date Attribute Reminders It is possible to set reminders for all documents that have date attributes Just click Add reminder next to a date attribute on the attributes tab This requires update rights General Attributes Version History Reviews Comments Log Penmissions Document type Contract in Contract name Supplier 1 Contract value 100 Contract type Customer sin Short summary this is a short summary of the contract Country Category Europe Value Sweden 7 Contract End Date 19 10 2012 M Add reminder Save Cancel Add reminder It is possible to create a distribution list with the users amp groups that should get a reminder The person setting the reminder can choose how many days before the date specified in the attribute that the reminder should be sent C Add reminder x Change reminder for Contract End Date Contract End Date 19102012 Reminder days T Will be sent 12 10 2012 Recipients frd i x Admin amp Fredrik Adolfsson fredrik adalfsson webforum com x Add OK Cancel Add reminder Details Copyright Webforum Europe AB 217 Webforum Teamwork amp Professional Manual Reminders are shown next to the date attribute that it is set for C Properties Contract 1 docx General Attributes Version History Reviews Comments Log Permissions Document type Contract Contract name Supplier 1 Contract value 100 Contract type Customer Shor
49. bforum Teamwork amp Professional Manual Forum Properties Permissions Group User Full Create Read Update Delete amp 8Allusers 7 Delete Add Users and Groups OK Cancel Apply Example of permission settings for a forum in the Discussion Forum There is built in logic so that if a user has permission to create update or delete he automatically receives read permission By default a user group called All Users is included which means that all users in the Workspace area have at least the permissions set for this user group To set up new permissions for a user group or a set of individual users click on Add Users and Groups A new dialogue box will open where groups and users can be searched and selected To select users or groups mark the checkboxes and click on the arrow to move them to the right box Finish by clicking OR Users and Groups Search for Search in All groups v Search Search Result Selected G3 Admin No records to display Massarsch Andreas andreas massarsch web Olsson Helen helen olsson webforum com OK Cancel Copyright Webforum Europe AB 15 Webforum Teamwork amp Professional Manual Inherit permissions Some modules such as the Protected website and the Document archive can have a multilevel structure for example folders within folders In such cases permissions set for the parent folder are by default inherited by the subfolders To change this uncheck
50. can be published This is done by selecting Publish in the drop down menu for a set A published set has a globe symbol next to it ia Fredrik set Q Set E E Fredrik test registration of file F E New_functions_in_Project_Management_10_3 4 WLEX Kt Project Demo Doc 2 DOCX A published set It is possible to add a text on the Publish tab for a document set General Publish Registrants Publishing log W Publish this Document set for public access by registered individuals l Description This is an open tender for Published Set Comments The Registrants tab contains a registration URL than can be copied and sent to persons using e mail i e not from this tab It also contains a list of all persons that have registered using the registration URL sent to them Checking the Send Download URL automatically checkbox means that new registrants will automatically get a mail with a link to the download function Otherwise the Send notification function must be used in order to send links to the download window General Publish Registrants Publishing log Registration form Registration URL hitps secure webforumtest com demo1 14 doc public Register aspx key 8vzHGxtvml B T Send Download URL automatically to new registrants List of registrants Delete Send notification E Name Company E mail Address Last notification Adolfsson Fredrik Webforu
51. chments There is no restriction on the number of attachments that can be added to each e mail But there is a limit for the total file size of attachments usually 2 Mb If you need to distribute larger files consider posting the file in the Documents section of the Workspace Notify the users by e mail to download the file You can attach the document URL to the e mail if you like see the document archive description To add an attachment click on one of the Add from links to choose a document The file will now be displayed in the attachment field Attached files Document links iw AGR Projekt 1 Testkontrakt 1 0001 docx 15 KB Dokument EJ Add from document archive Add from computer Attachments If there are external users 1 e without access to the workspace the file should be attached as a file and not a link Sending When clicking Send the message will be distributed to all recipients A confirmation will be displayed when the message has been successfully sent The content of your e mail message will now be stored in your personal e mail archive more information below Copyright Webforum Europe AB 106 Webforum Teamwork amp Professional Manual Archive The Archive contains a list of all e mail messages you have sent The list shows the subject and mailing date of each message By clicking on the subject information about the e mail such as recipient s and the content
52. completed A participant can always respond even if the date has passed o Enter instructions to the reviewers and add supporting files if necessary from workspace document archive or from your own computer network C Start review Type Parallel Serial Select participants Participants Add Set due date Due date Instructions to participant Instructions Supporting files Add from document archive Add from computer Preview message OK Cancel Start review workflow dialog Copyright Webforum Europe AB 64 Webforum Teamwork amp Professional Manual 2 Notification email to participants All participants in the review or approval will get a notification e mail asking them to review or approve or reject the document Anders Lindgren has asked you to review this document Document Functional Specification docx version 0 1 Due date 29 10 2010 Instructions Please review this draft Anders Use this link to respond https secure webforumtest comvwsdemo doclfwid 23 1 Example of notification e mail to participant Copyright Webforum Europe AB 65 Webforum Teamwork amp Professional Manual 3 Participants respond to review or approval requests By using the link in the notification e mail the user will be redirected into the current workspace If you are not already logged in login will be requested A dialog window opens automatically and from which you can open the cur
53. ct Webforum or a Webforum partner if this is a function you would like to use New workspaces can be created by users belonging to a group with module permission Workspace creation Workspace creation No access Fe Workspace creation module permission Users with Workspace creation rights will get a Create new workspace option under My workspaces The option will be below the list of workspaces My workspaces w Create new workspace Create new workspace Click the option and you will get a pop up window where it is possible to choose which workspace to use as a template You must give the workspace a name and and address The adress will form the last part of the URL 1 e www webforum com workspace name You have an option to include users or not when copying Create new workspace x Create new workspace Templates QA tesi aa New workspace name New workspace address Copy users Create Cancel Create new workspace pop up The new workspace will appear in the list of workspaces Copyright Webforum Europe AB 131 Webforum Teamwork amp Professional Manual Mobile Interface It is possible to login to a specified workspace via the mobile interface The normal login page has the workspace URL login as the address The mobile login has the workspace URL mlogin as the address It is also possible to login from the URL m webforum com om TELIA A 10 21 92 a C Webforum
54. cument Show a log of all actions performed on the document Shows the permission settings for the document Lock Unlock Locks the document preventing others from modifying or deleting the file Cuts the file to the clipboard Copy Copies the file to the clipboard A copy of the document can then be pasted to this or another workspace Copy URL to Copies the web address URL of the file to the clipboard This Clipboard link can be pasted into an e mail instead of sending the document to other users Deletes the file Add to document Place the document in a basket basket Subscribe Receive an e mail immediately when a document has been Unsubscribe changed Zip and Download Creates a compressed file of the folder and its contents and lets the user download this file Makes it possible to attach the file to an e mail Copyright Webforum Europe AB 56 Webforum Teamwork amp Professional Manual Option to extract files from a zip file available for zip files only Edit on line available with the Webforum plugin for Internet Explorer or Firefox installed Edit on line allows you to work with a document directly on the server without copying it to the local folder structure as long as your computer recognises the file format of your file During the time the document is edited it is locked to other users This is symbolized by the lock icon a preventing the file from being modified or deleted If you pr
55. cument archive Please use these for all new project related work Contact the PMO if you are in doubt about Welcome to your personal dashboard Here you find how to use them Personal Dashboard My recent documents personalized information around activities on the S RU export formats xlsx fan workspace 25 March 2015 11 01 Project X delivered on time Project X was successfully completed on time and on budget March 20 2015 My open issues 25 March 2015 11 01 New PMO There is a new PMO Director The start page Copyright Webforum Europe AB 17 Webforum Teamwork amp Professional Manual Web Protected Website The functionality and administration of the protected website is covered in the Webforum Content Publisher manual available at webforum com The protected website is not a standard module included for all customers Copyright Webforum Europe AB 18 Webforum Teamwork amp Professional Manual Documents Introduction The Documents section contains shared files e g text documents images etc which are stored in folders in the workspace When opening the Document archive a Toolbar and two panes are shown In the left pane there are navigation options and a folder tree structure The right pane displays the content of the selected folder By default the archive shows the root folder content Projects Project Office Time Report Forum Tasks Calendar E mail SMS Contacts Web Publishing A
56. de 17145 City SOLNA State Region Province Country SWEDEN Phone Fax Home Contact Information Address Line 1 Address Line 2 Postal Code City State Region Province Country Phone Fax Additional Information Additional Information Extra Field 1 Extra Field 2 Extra Field 3 Picture Choose Attachment 1 Choose Attachment 2 Choose Attachment 3 Choose Activity Report Never Member in groups Group Name Description No records to display Select Groups OK Cancel Adding a user to the Workspace Copyright Webforum Europe AB 115 Webforum Teamwork amp Professional Manual Inviting users Once users have been added to the Workspace the next step is to invite the users Select the users to be invited by marking the checkboxes next to their names the users should have the status Not invited Click on the Invite button in the bottom left corner of the screen A dialogue box will appear where there is an option to select the language of the invitation as well as the possibility to add a custom message C invite Users Invitation Language English ii Subject Invitation to ECM Test Platform hessage You have been invited to join the workspace specified below The following text will be appended to the message above Click on the Invitation link below and follow the instructions to accept the invitation If you have any questions regarding this invitation please contact the
57. dmin gl New Folder i Add Document 4 Cut i Delete Ol B i BS i E Q Root ERP Project Recent folders El Name Version Size Type Modified Quick Search a A Cuick links Contacti amp 2 396KB DOCX 13 09 2012 09 17 Select si O E e Contract 2 2 396KB DOCX 13 09 2012 09 17 g i Root F drawing with markups 1 45 KB DWG 14 11 2012 09 31 n El ERP Project O E LinearRegression 1 1 27KB XLSX 05 10 2012 09 14 H l Project 1 E Project Demo Doc 1 13KB DOCX 16 02 2012 17 16 H l Project Launch Y A F r16_2d_plate_ 1 1 46KB DWG 16 02 2012 17 16 fe Wl Temporary ay Recycle bin l My baskets willy Basket 1 Overview of the Document Archive the Toolbar at the top the left pane containing navigation options and the folders The contents of the selected folder shown in the right pane Empty folders have a specific empty folder icon a A folder is considered empty 1f the folder and all subfolders are empty By default the folder view is opened but it is also possible to click on the tabs for Navigation trees Professional only and advanced search These tabs are explained in more detail later on Recent folders is a drop down list that allows you to quickly navigate to folders you recently visited Documents WFE Products JAR Manuals Quick Guides amp Release Notes Recent folders C Name Documents WFE Products JAR Manuals Quick Guides amp Release Notes
58. doubts check before entering the login information An administrator can prevent users from using this function on specific workspaces Lost or forgot your personal Username and Password If you have forgotten your personal Username and Password click Forgot password You will receive an automatic e mail message with a one time temporary password that you will be asked to change when logging in Copyright Webforum Europe AB 6 Webforum Teamwork amp Professional Manual Layout of the Workspace The workspace has a standardised layout consisting of the following fields e Header at the top with workspace name and user information e Navigation tabs e Main frame in the centre Start Documents Forum Tasks Calendar E mail SMS Contacts 2 Help Info News My activities b f gt 25 March 2015 11 03 O Recruit a Project Manager 02 06 2015 Cy Weprorum en een eee J Buy consultants 46 09 2015 There are new document templates available in the Personal Dashboard document archive Please use these for all new project related work Contact the PMO if you are in doubt about Welcome to your personal dashboard Here you find a ae ey My recent documents personalized information around activities on the workspace 25 March 2015 11 01 S RU export formats_xlsx kan Project X delivered on time Project X was successfully completed on time and on budget March 20 2015 My open issues 25 March 2015 11 01 New PMO There is
59. e number of User groups is only limited by practical considerations and a user can belong to several User groups It can be useful to first establish a list of User categories The names of the User groups for each category can be chosen by the Administrator Once the User groups have been established it is time to identify the Modules to which each User group should have access The Administrator can select the permission settings of a User group By default a user group does not get any specific rights Webforum Europe AB Andreas Massarsch My profile My account My workspaces Logout Web Documents Forum E mail SMS Contacts Web Publishing Admin Help Workspace Groups Account Setti one Name Description _ All users Users and Groups Adeniniatres ministrators Users Aktie gare Groups Partners SMS Webforum Personnel Webforum Styrelse Delete Add Group Listing of User groups Workspaces that have Project Management modules switched on will also have Project Groups Read more about Project Groups and how they work in the Project Management manual Copyright Webforum Europe AB 119 Webforum Teamwork amp Professional Manual Admin General Settings Advanced Settings g Module Permissions Protected Website Document Archive 4 Discussion Forum Tasks mamn oO O mamn oO O ranns o O mamn oo O A Sandardaccess O O Slandardaccess o Sinaad access Public Website Administ
60. e or on a folder on the right pane a menu is displayed giving a number of options Copy URL to Clipboard Copies the web address to the folder URL to the clipboard Zip and Download Creates a compressed file of the folder and its contents and lets you download this file Copyright Webforum Europe AB 40 Webforum Teamwork amp Professional Manual Subscribe Subscribe to documents changes in the folder and optional in subfolders You will receive an e mail immediately when a document has been changed Properties By clicking on Properties for a folder a window opens up showing information about the folder and its contents It is possible to rename the folder and provide a description It is also possible to select a version control setting for all new documents added to the folder Version control is explained later in this chapter Properties Development x General Fermissions Name Development Location Dokument Arkiv Gvrigt Size 0 MB Link hittps fecure webforum com w fimanualdoec FoldelD 22 Description Contains 0 Documents 0 Folders Version control Version control new documents in this folder Created IBWOZ2008 14 58 Created by Helen Oleson Modified 1022008 14 58 Modified by Helen Olson OK Cancel Apply Example of the Properties of a folder Copyright Webforum Europe AB 41 Webforum Teamwork amp Professional Manual Permissions By either clicking on Permissions in the menu or on
61. e to My Profile and choose the appropriate option in the Activity Report drop down menu Click Save to finish Access to the Activity Report is subject to a user s group assignments and permission settings and may not be available to all users Copyright Webforum Europe AB 113 Webforum Teamwork amp Professional Manual Administration Only those with administrator rights have access to the Admin tab The left pane contains two sections e Users and groups Manage users manage groups import users and export users e Workspace View account details manage workspace settings and view login log Users and Groups Users The Users section is used to add invite and manage users with access to the Workspace All users with access to the workspace are listed and can be searched viewed and edited To view full user information click on a person s name Users can be deleted and disabled Disabling a user means that the user will no longer be able to log in but it will remain in the system A disabled user is not counted towards the maximum number of users allowed for the workspace A disabled user can be enabled again from the toolbar In the right column of the user listing the status of each user is shown A user can have the following statuses e Not invited e Invitation pending e Active e Disabled Workspace Users Account Settings Search user Login Log Users and Groups Search for Search in Search by status
62. earch is not case sensitive e Itis possible to search with wild card Finding groups Copyright Webforum Europe AB 104 Webforum Teamwork amp Professional Manual Enter a search criterion and press the search button The search result will display all groups and users that meet the search criterion Select a group from the drop down menu 1n the field Search for The default value is All groups meaning that all users and groups are displayed in the search window Finding users Enter search criterion in the format First name last name E g Adam Svensson It is possible to only search on first name or only on last name Search with wildcard e g Adam son results in all users with first name Adam and last name ending with son In order to find all users in just one group select group name in the field Search for and press search Subject and Message Similar to conventional e mail software a field is provided for the subject of the messages and a separate textbox for entering the actual message If you wish to send a long message it is recommended to draft the message using a text editing program such as Microsoft Word or Notepad where the spell check function is available The message text can then be pasted into the textbox However text formatting will be lost Copyright Webforum Europe AB 105 Webforum Teamwork amp Professional Manual Atta
63. ed in further detail later in this manual Copyright Webforum Europe AB 8 Webforum Teamwork amp Professional Manual My Account In My account the user can access the Webforum User Account information Each user can only have one User Account and if the user is a member of more than one Workspace this account information is the same for all Workspaces In this section the user can e Change Username Use this function if you need to change username email address e Change Alternative E mail Address If a user has lost access to the primary e mail address this email address can be used to reset password using the Lost your password functionality on login page e Webforum news By turning on or off this option you can decide if information like product news and updates from Webforum should be sent to your email address or not e Change password My Account Username anders lindgren webforum com Change Alternate E mail Address my_alternative_email_address qmail com Change Please send me Webforum news Wes Turn off Password ae Change My Account For security reasons most changes in My account must be confirmed by entering your password Copyright Webforum Europe AB 9 Webforum Teamwork amp Professional Manual My workspaces My workspaces is a feature available to users that are members of more than one Workspace It is a Single Sign On feature that makes it possible for users to switch between
64. ent The content of your text message will now be stored in your personal SMS archive more information below If you click on Status in the administration module administrators are able to see how much money you have left to send SMS for The amount is indicated in the SMS balance field Archive The Archive contains a list of all text messages you have sent The list shows the sending date of each message By clicking on the date information about the text message such as recipient s the content and the total number of messages sent 1s displayed Copyright Webforum Europe AB 109 Webforum Teamwork amp Professional Manual Contacts The Contacts section displays a listing of all users in the workspace To view users belonging to a specific Group select the Group in the drop down menu It is possible to search for individual users with the help of a text string in the Free text field The search function will display results from data in Name E mail address and Company fields for all users fredrik All Groups First Name Last Name E mail Address 3 Fredrik Adolfsson fredrik adolfsson webforum c Fh Contacts To view the contact details for a user click on the name in the list To export contacts press the Export list link Copyright Webforum Europe AB 110 Webforum Teamwork amp Professional Manual Fredrik Adolfsson Webforum tredrik adolisson webtorum com Download contact
65. eseieiea ea aaa ede es 93 Postings onthe Internal WV CD a saseectsanedivchca dues teiediabivbudaalotsiahat a shells Nealavuind hod debeaan 94 ASK S cceueesaccasweanccaneesscceseuancenswennecnacusieeeswencceacusieceseeneceacusieeenmenecencesieaenmniecnncense 95 Crealing and managing 1aSK ISS x iesssevieascte iia a e eee 96 Adgding a nd Managing TASKS nsore a a te aaa 97 Calendal n A 98 I eal EE dan E AEN EN E E E E EE E E E E 103 MOUCHO sase saa EN ATEN a A T a 103 Esnal TECDE S erraren a n N a eer meer eee 103 SuD and Message snena A ERA 105 PACTS AS aa a a a a a a a na 106 SENANG aaria a a eee a eee eee ee ee ee 106 ACININ aisinas a cictis been nar aise a a a ee cht ee ated elas acon eeee ace oec 107 E mail from other parts of the SYStOM ccccccccsseeeecceeseeceeseeeseeeeeeceaueeesseeeeessseseneees 107 SS CSE ee pe E re Ser BE AEE te ne eon E Ore rere ae rere eee re eer 108 HATFOCIUG TION wets sees cece elutes ches eee tid ak Cs Oe ce lS St ete hd ee ae al 108 SIMS HECIDIS AUS esis seve aa et kd ic tsetse at aan et anette eae 108 SENAO essa a a a E a 109 PAG GAIN ceos A a a E a SS 109 CONACIS an we erence eae eee 110 ACIVROS DON uaea is ante ast ceatties kent atin maces cwn gion emus esa ectin nails un cocastanaataineanaatinecdeeann 113 AAMINISTAUO cece reece eect evap Eee 114 users and COU DS ensaioa ie att sad as led eats ac we le ae ae acta ce lee sade 114 Adding ANG WAV ITING AWS i ascent esis erode raccbba nega aie enters
66. ess save or if the application asks you if you want to save changes when you close the application and you answer yes changes will automatically be saved A temporary file created on your local computer when opening the document will be automatically taken away when the document is closed The lock on the file is also removed If you have chosen to switch on version control changes will be saved to the next version number There will be only one higher version regardless of the number of times you pressed save Do you want to open or save Kontrakt 1 docx 12 6 KB from secure webforumtest com Open Save v Edit Online primarily works together with MS Office Webforum does not test edit online with other programs Download If you choose Download a second dialogue box will appear just as if you did not have the Webforum plugin Please observe changes will NOT be saved automatically to the document archive if you choose to open a document this way The dialog look varies depending on your browser Copyright Webforum Europe AB 57 Webforum Teamwork amp Professional Manual Properties By clicking on Properties for a document a window showing general information about the document is opened It is possible to rename the document and provide a description It is also possible to lock the document The tabs Attributes Version History Reviews Comments Log and Permissions are also accessible depending on your wo
67. fessional Manual Available options for a file when clicking on the dropdown menu or right clicking with the mouse Edit online Download View Replace Rename Properties Attributes Version History Reviews Comments Log Permissions Lock Cut Copy Copy URL to Clipboard Delete Add to document basket Attach document start review start approval Approve subscribe Zip and Download Send in e mail For zip files only Extract files Copyright Webforum Europe AB 55 Webforum Teamwork amp Professional Manual Edit Online Lets the user open the file to the local computer The changes are saved to the document archive Download Lets the user open or download the file to the local computer If changes are made to the file they are not saved to the document archive Shows the document in the built in viewer Replace Replaces the selected file When a user makes a replacement the previous version is stored The old file is still available if version history has been activated Add Replace Add an alternative file for viewing such as a pdf version of a Remove display files drawing If a display file is already present there will instead be options to replace and remove the display file professional only Shows the version history of the document Reviews Shows ongoing and past reviews and approvals of the document Shows the comments for the do
68. ght Webforum Europe AB 81 Webforum Teamwork amp Professional Manual CO Properties Delivery set 1 x General Publish Registrants Log Print order Registrant Description Document Date IP address Print Agency 1 Opended Print order 4 2612 2011 11 23 172 16 0 103 Frint Agency 1 Opended Print order 3 2H12 2011 11 21 172 16 0 103 i Print Agency 1 Opended Print order 2 2612 2011 11 18 172 16 0 103 Fredrik Adolfsson Download page opened 1692 2011 14 09 172 16 0 103 Per Svensson All documents downloaded 1622011 12 51 172 16 0 123 i Per Swensson Download page opened 1612 2011 12 50 172 16 0 123 Set log Copyright Webforum Europe AB 82 Webforum Teamwork amp Professional Manual Document baskets favorites Professional A Document Basket is a container for documents that you want to access in one place even if the originals are stored in various folders Open Download View Rename Properties Attributes Version History Reviews Comments Log Permissions Lock Copy Copy URL to Clipboard Delete Remove from set Add to document basket Start review Start approval Subscribe Zip and Download Open file location In order to create a new basket or add a document to a basket click the Add to document basket symbol on a document context menu right click You can also copy and paste documets to an existing basket Baskets are displayed as a separate node in the folder hierarchy Docu
69. iled description of the administration of the Workspace is given in the Administration section of this manual Logging in The Workspace can be accessed using standard web browsers such as Microsoft Internet Explorer or Firefox In order to use all the Platform functions Version 10 or higher of Microsoft Internet Explorer or the latest Firefox version are recommended Login information which is provided by the Platform Administrator in an Invitation e mail is personal and may not be passed on to others Make sure to store this information in a secure location The first time you log in you can use the link provided in the invitation e mail other times you type the web address URL of the Workspace Enter your Username and Password and select your desired language Finally press Login Copyright Webforum Europe AB 5 Webforum Teamwork amp Professional Manual Manual Eng Password English Login Remember me Forgot password hitp Aww webforumtest com manualeng C http www webforumtest com manualeng mlogin Provided by Webforum Webforum login window By activating the checkbox Remember me your Username and Password are saved for your next login You should only use this option when working on your own and secure computer Otherwise others may be able to view and misuse the login information Be careful when using an unknown computer it may have settings that can trace login information If you have any
70. imum number of characters to display Template AGR Contract type Contract name 0001 Save Close Document Name Template Setup The name will have the following structure lt prefix gt lt attribute 1 gt lt separator gt lt attribute 2 gt lt separator 2 gt lt attribute n gt lt separator n gt lt sequence number gt The following rules apply to system generated names 1 The attributes must be mandatory in order to be used in names The attributes cannot be deleted if used in name templates 3 Only short string pick list and code structure values can be used in name templates 4 Ifa list attribute value has a short value see attributes above that value will be used The total name length must not exceed 100 characters 6 Names must be unique when generated This is relevant if no sequence number has been chosen x Names are generated in the following cases 1 Single document upload via the document archive toolbar 2 Single document upload via the select document dialog 3 Document import unless the document name already exists in the chosen location in which case it is instead replaced 4 Document type specification for a document 5 Document copy including folder copy No names will be generated in the following cases 1 Drag and drop 2 Extract from zip file 3 When attribute values are changed for existing documents The name will only function as a suggestion that can be changed manually and Copyright
71. istrator The user of this group has access to the Administration tab but can only see the Groups option in the left pane A group administrator can add remove users to from groups that he she has access to see below for details Administrator The user of this group has access to the Administration tab If your workspace has the Project Management modules switched on there will be three additional modules available Project Planning Project Office and Time Reporting please see the Project Management manual for details Adding removing users to from a User group It is possible to change which users that belong to a User group from within the User group form Simply click on Select Users to open the Users amp Groups selection window To add users to the group mark the users in the search result and click on Copyright Webforum Europe AB 122 Webforum Teamwork amp Professional Manual the arrow to move them Finalize by clicking OK To remove users mark the selected users and click on the other arrow Advanced Group settings Group Administrator A Group Administrator can add remove users to users from groups that he or she has access to If you want to let User A and B control users in Group Project A you must 1 Create a Group Project A Group Administrators a give the Group Group Administrator rights see picture below b add user A and B to that group Module Permissions Protected Website
72. lfsson Modified 05 10 2012 09 43 14 by Fredrik Adolfsson wW Save A task open for editing Add the necessary information and press Save when you are done Priorities are shown with icons in the list Le the icon means that a task is urgent and the means that a task is of low priority By using the filers you can see a subset of the tasks You can filter on responsible status and priority Filtering options Responsible Status All Y All Task list filters Priority All iis Sorting is done by clicking the column header By clicking multiple times you can choose sort order You delete tasks by checking the checkbox next to the tasks and by pressing the Delete Tasks button Copyright Webforum Europe AB 97 Webforum Teamwork amp Professional Manual Calendar The calendar can be used to schedule meetings and to invite people to meetings The calendar is not switched on for all workspaces Please contact Webforum or your Webforum Partner if you want this function to be switched on The calendar can be displayed in daily weekly and yearly mode Web Documents Projects Project Office TimeReport Forum Tasks yg E mail SMS Contacts WebPublishing Admin Q Help Calendar 4 today 12 12 2011 18 12 2011 Day Month wie ensisi y Mon 12 Tue 13 Wed 14 Thu 15 Fri 16 Sat 17 Sun 18 All Day Mo Tu We Th Fr Sa Su gam 49 28 29 30 1 2 3 5 5 6 7 8 9
73. ll 4 Forward noreply webforum com inbox webforumtest c Meeting Cancelled Message lt HH Meeting_20141127_1030 ics 535 B K Fredrik Adolfsson has cancelled this meeting Name Meeting Date 27 11 2074 10 30 11 00 Copyright Webforum Europe AB 101 If the included file is opened the meeting will open and depending on your calendar program it will be possible to remove the meeting from the calendar MEETING C a NA xX ke Po A Remove from Respond Meeting Calendar Calendar hi Motes Respond Meeting Notes Calendar None Meeting Required When den 27 november 2014 10 30 11 00 Location Office A den 27 november 10 11 12 Meeting in calendar Copyright Webforum Europe AB Resor 2014 E Team Email Q Reply amp Delete Ou Webforum Teamwork amp Professional Manual 102 Webforum Teamwork amp Professional Manual E mail Introduction The e mail section is used to send messages and attached files either to individual users or to groups of users When accessing the e mail module the following options are available e New e mail e Archive Web Documents Projects Project Office Time Report Forum Tasks Calendar E mail SMS Contacts Web Publishing E mail New Message New e mail Archive prere il i Copy Bcc Subject Message Attachments Add from document archive Add from computer Send Cancel The start screen of the e mail module E mail reci
74. lumn settings Search filters None amp fi Clicking the config icon i will open the window for changing existing search filters O Root z ajs C Manage search filters a lhe Saved search filters Customer contracts E erato Manage search filters Contract Customer Y Manage search filters Delete Contract Supplier Z ok Name Save search filter Search Allcontracts Name Customer contracts Description Content Status All Created by Created Modified by Modified Size KB KB The manage search filters dialog Copyright Webforum Europe AB Type Columns Shared E Shared E Close 39 Webforum Teamwork amp Professional Manual Folders The Folder toolbox displays the folder structure of the Document archive The structure can be expanded and collapsed by clicking on and in the structure It is also possible to move folders within the folder structure by dragging and dropping a folder To do this click on the folder and while holding down the left mouse button move the folder to the desired location and release the button iL Taek 1 J M e Properties Permissions Cut Copy Copy URL to Clipboard Paste as Alias Delete New Folder New Document Set Zip and Download Subscribe Menu alternatives when right clicking on a folder By pointing the mouse on a folder and clicking on the right mouse button either in the Folder toolbox in the left pan
75. lves Users with Update access to the document can unlock documents they ve locked themselves Copyright Webforum Europe AB 140 Webforum Teamwork amp Professional Manual Change comments Delete comments Zip and Download Forum ACTION Add forum View forum View non active forum Edit forum properties Edit forum permissions Delete forum Add thread View thread Edit thread properties Delete thread Add posting reply View postings Edit posting Delete posting FORUM ADMIN FULL ROLE FA FA FA FA FA FA mnm n TN TT FA FA FA FA 11 1 TT FA FA FA FA 111 Tn Copyright Webforum Europe AB CREATE READ UPDATE DELETE R C R U D C R U U D 141 Webforum Teamwork amp Professional Manual Website Administration OBJECT ACTION FULL CREATE READ UPDATE DELETE Web page View in tree F R Add subpage F C U Preview View F R Rename F U Move up move down F U Cut F U Copy F R Paste F C U Delete F View content and F U settings Edit content and F U settings View permissions F Edit permissions F Select for start page F R Users with Update access to the document can delete all comments 1 Object permissions are not used for the recycle bin All users can access documents they have laced in the bin themselves Document archive administrators can access all documents in the bin p ws in an English start page So if a user doesn t have R permission to news or calendar p
76. m fredrik adolfsson webforum Registrants When a registrant clicks on the registration URL she will come to the registration form Copyright Webforum Europe AB 74 Webforum Teamwork amp Professional Manual Registration form Delivery set 1 This is an open tender for First Name Last Name E mail Address Company Phone Registration form After the registration a link to the download area will be sent to the e mail address provided From Demo 11 4 lt noreply webforum com gt To Fredrik Adolfsson Cc Subject Your download URL Delivery set 1 This is an automatic confirmation of your registration Down below you will find the URL to use for access to all files httos secure webforumtest com demoi14 docpublic Download aspx key 36da41b5 24a30 4534 96T8 cestssechste Clicking on the link takes the registrant to the download page from which the files in the set can be downloaded Delivery set 1 This is an open tender for Filename Description Size Contract 1 docx 13KB Download Contract 2 docx 13 KB Download Contract 3 docx 13 KB Download Johans contract docx 13 KB Download Download all Download area Copyright Webforum Europe AB 15 Webforum Teamwork amp Professional Manual When a person opens the download page or downloads a document it will be shown in the Publishing log General Publish Registrants Publishing log Registrant Description Document Date IP address F
77. ment baskets have a node in the document archive tree Click on a basket to see all documents placed in the basket E E Root 2 My baskets Baskets in the folder tree Copyright Webforum Europe AB 83 Webforum Teamwork amp Professional Manual Document attachments Professional It is now possible to link documents in the document archive to another document as attachments From the context menu for the main document choose Attach document Attach document Attach document The Select document dialog is opened and you can select a document to attach C Select a document Documents Root Name ERF Froject A Fa test Project 1 Froject Launch Y Temporary Test file 0 doc Test file 1 doc Test file 10 doc Test file 11 doc Test file 12 doc Test file 13 doc Test file 14 doc Test file 15 doc Test file 16 doc Test file 17 doc sss Saaaaa Add document Insert Close Select document There will be a chain link symbol next to the document indicating that the document is linked to another document X kw Contract 2 2 1 amp Document link The link will be the same for both the main document and the attached document Clicking the link symbol will show both attached documents and documents that the document is attached to Copyright Webforum Europe AB 84 Webforum Teamwork amp Professional Manual Attachments action list C2 B Attached to Doc1 Ci x Attachments
78. mp Delete Ca Go _ Thread Title Forum Replies Latest Posting choice of project methodology Test Forum 1 1 16 08 2013 13 03 Forums Add Started by Fredrik Adolfsson 16 08 2013 13 02 by Fredrik Adolfss Test Forum 1 Threads in a forum Copyright Webforum Europe AB 91 Webforum Teamwork amp Professional Manual Creating a new forum Click on Add next to Forums in the left pane to create a new Forum Enter the title of the forum and a voluntary description Select if the users shall be able to edit their own postings Here you can also disable a forum that is no longer in use Set permission for the forum by clicking on the Permissions tab Forum Properties Permissions Forum title Description Edit own postings Allowed Not allowed Enabled 7 OK Cancel Creating a new thread To post a new thread click on New thread in the right hand panel Enter Forum the Heading and the posting for the thread Click OK to save the thread Search New Thread Advanced Search Forum New office Go Heading Where should IT sit Forums Add Posting think that N f v Sele What do Admin think Test Forum1 Add from document archive Add from computer OK Cancel Creating a new thread Copyright Webforum Europe AB 92 Webforum Teamwork amp Professional Manual In both postings and new threads it is possible to mention users and groups by writing in the text This
79. must upload an excel sheet with three columns Code Description and Parent value like the example below Copyright Webforum Europe AB 24 Webforum Teamwork amp Professional Manual A B C 1 Code Description Parent 2 1 All 3 1 1 Building 1 4 1 2 Land 1 2 1 1 1 Doors 1 1 6 1 1 2 Windows 1 1 7 12 1 Fence 1 2 Code structure import list layout Once uploaded it is possible to change the code structure Right click a code value in order to update or delete it move it in the structure or to add a value below it in the structure Cf Codes x El 4 AIl 1 2 Land 1 1 Buik 90 Edit Cut Paste Delete Move up Move down Close Context menu for a code structure value Copyright Webforum Europe AB 25 Webforum Teamwork amp Professional Manual Name in document If functionality for reading attributes from office files and or dwg files is switched on it is possible to add an alias for the attribute field so that the attribute in the file can have a slightly different name from the attribute name and still be read Use the Name in document field for this C Edit attribute i Edit attribute Name Ritad av Name in document Use this field to read attribute values from documents DWG and MS Office ritad_av Mandatory T Searchable 7 Created Anders Lindgren 01 03 2013 15 59 Modified Anders Lindgren 01 03 2013 15 59 Name in document Copyright Webforum Europe AB 26 We
80. n example file to use as a template A B C D E F G 1 First Nam Last Name Title Job Title Company Departme E mail Address Url 2 Joe Anderson Mr Manager Some Con HR joe anderson somecompany com htt User import example file Copyright Webforum Europe AB 126 Webforum Teamwork amp Professional Manual In order to import users from another workspace select a workspace to import from Workspaces where you have access to the Contacts tab or have Admin rights are displayed Select users to import Users already added to the current workspace are also displayed They will not be imported again if selected C Users and Groups Search for Search in TE x All users v Search Not selected C Selected a Falk Anna Lena annalena falk webforum com amp Panna Ola No records to display Check boxes to select and then press arrows to move Cancel Select users Import users Preview The users to be imported are displayed and it is possible to add them to a group Row First Name Last Name E mail Address 1 Anna Lena Falk anna lena falk webforum com 2 Ola Panna lt Select a group that all imported users will belong to None Show project groups Complete import Cancel Select group membership and complete the import Export users Use Export users to export workspace users to a file in MS Excel format You can choose to export all users or select fr
81. n re use the invitation link ta return to your workspace Provided hy Webforun Accept invitation Copyright Webforum Europe AB 117 Webforum Teamwork amp Professional Manual A user account is created for the user the e mail address becomes the user name The final step of the process is for the user to set the password The password is case sensitive Set password Your user account per graske telia com has been created Please enter a password that is at least eight characters long The password must include at least one special character for example KA amp 7 Please enter desired password Password Confirm password Fi Save password OK Users set their own passwords Once the password is set the user is taken to the Start page of the Workspace and the status of the user is changed from Invitation Pending to Active If a user already has a Webforum User Account If the user already is a member of a Webforum Workspace and thus already has a Webforum User Account the system will ask if the user wants to connect their existing account to the Workspace This allows the user to switch between Workspaces once logged in Copyright Webforum Europe AB 118 Webforum Teamwork amp Professional Manual User groups Planning of User groups When launching a Workspace the Administrator must think of the objectives to be achieved and establish which users shall be invited allowed access Th
82. net Explorer and Firefox Edit Online primarily works together with MS Office Webforum does not test edit online with other programs There is more information about edit online and the Webforum Plugin later in this manual Use Download if you want to fetch the document to your computer and work with it there If you make changes they won t be saved back to the document archive Use View if you want to open the document in the built in viewer The document viewer can handle most file formats The viewer is an add on that is not available on all workspaces Contact Webforum for more information All users do not have access to all three options What options a user has is determined by workspace settings permissions and other things For Professional users there may also be display files available for viewing Read more about this in the section about display files To access all options for the document right click with the mouse on the file or click on the dropdown menu to the left of the file name Copyright Webforum Europe AB 52 Webforum Teamwork amp Professional Manual The Prizm viewer has the following look 6 of 7 p pi View Annotate E b af Wiebfonic s Hei Fondina in aain 144 The users to be imported are displayed and it is possible to add ther to a group inport issa Pravis irw iret kare LARI Waie D mai debiana Faaa laa Ak Ai Wh bri Lee aa a tin sonra lll _ gt Tko pana h
83. nformation First Name Last Name Address Line 1 Address Line 2 Postal Code City E mail Address Invoice information First Name Last Name Address Line 1 Address Line 2 Postal Code City Phone E mail Address Address Line 1 Address Line 2 Postal Code City Phone E mail Address Webforum Teamwork amp Professional Manual F Adolfsson yi l fredrik adolftsson w ebforum com Copy from Order information from Order information Copyright Webforum Europe AB 78 Webforum Teamwork amp Professional Manual Project information Project Project number Object Distribution list Distribution list Add from document archive Add from computer Individual print specifications Change print specifications File name Method Format Finishing Full scale Half scale C E Contract 2 docx Do not print o 0 al kw Contract 3 docx Do not print 0 0 contract 1 docx Do not print 0 0 iw Johans contract docx Do not print o 0 Order access restriction Last download date Eti Print order form fields The order information will use information from your user as default values Most fields are self explanatory but the following require additional explanations Print Agency this field is connected to the print agency list set up in the document configuration A print order will be sent to the e mail address of the print agency The e mail
84. ns xlsx in the target folder How would you like to handle the uploaded file Replace the existing document The new version number will be 2 Add as a new document translations 2 xlsx Do not save it Do this for all duplicates OK Cancel Replace documents via drag amp drop Uploading files and folders using the Toolbar An alternative method of uploading files and folders is to use the Toolbar To create a folder click on the Create new folder icon and provide the folder name To upload files click on the Add document icon l and select the files to be uploaded from your local computer or network C Add document Upload Document Register Document Without File OK Cancel Upload document Copyright Webforum Europe AB 44 Webforum Teamwork amp Professional Manual If you have metadata switched on for your workspace the upload document dialog will give you an option to choose document type professional only Press Select to choose files from your local computer A_ 40_10_11 2010 dwg 2014 03 18 08 45 dh Archrve_20120910 Contracts 2012 09 10 11 13 El BSAB Importfil 2012 12 05 08 13 Doc 2012 11 26 18 40 Document Import 2012 11 14 14 05 File selection If a file already exists you will be asked if you want to replace it or create a new document C Add document Upload Document 2 document s uploaded A_40_10_11 2010 dwg 324 KB EJ 64 Doct docx 15 KB EJ Repl
85. ocuments to their own computer In order to do this select the folders and files you want to download and then press E in the document archive menu a New Folder E New Document 4p Cut Ei Copy g Delete i go Search y F Name Folders rs a E Qa Root fa Interview summaries 1 El 4 ERP Project El 10 Quality documentation Requirement presentation 1 BA URSOO1 Requirement specification 1 k lt s 4 E i 20 Requirement specification i 30 Design documentation a 70 Test documentation You will now get information about the amount of data to be downloaded uncompressed You can now choose to include older document versions as well in the download After pressing OK you will receive information about the size of the download file C Zip and Download z Total size of selected files uncompressed is 0 8 MB W Include all document versions OK Cancel Zip and Download x Zip file is created File Name Archive_20080528 zip Size 1 MB Download Close When you press Download a standard download message will follow and you can choose between opening and saving the downloaded file If you have chosen to Copyright Webforum Europe AB 49 Webforum Teamwork amp Professional Manual export old versions as well the files will get version numbers within brackets at the end of the file name 1 e File name 1 2 doc There is a maximum figure for the amount that
86. older In order to create a document alias in a folder simply copy the document and paste it as an alias using the target folder context menu right click on the folder in the left pane Copyright Webforum Europe AB 12 Webforum Teamwork amp Professional Manual Document Sets Professional A Document Set is a set of documents with specific versions You create a set in a folder by clicking New Document Set in the folder context menu right click Sets are displayed in the folder hierarchy Ba Project 1 Ee Gil Task 1 fo i Sub Task 1 T ig Set 1 Document sets in the folder tree In order to place a document in a set you open the set context menu and choose Add a document to the set or use copy and paste The specific version of the copied document will be stored in the set as a link 1 e no real copy will be taken ir ree oe a a Open Rename Properties Publish Registrants Publish log Cut Copy Copy URL to Clipboard Past gI a Delete Add a document to the set ip and Download Set context menu If the document is updated the set will still display the old version but there will be an exclamation mark next to it indicating that a newer version exists ft Contract 1 c7 910 Set information Copyright Webforum Europe AB 13 Webforum Teamwork amp Professional Manual Publish Document Sets Professional A document set
87. om a group Copyright Webforum Europe AB 127 Webforum Teamwork amp Professional Manual Special Users Some Workspaces use the Special Users function in order to provide large user groups with read access to the platform Please contact Webforum for details about the use of this function Workspace Account In the Account section you will find contact details of reseller and the provided workspace contact details At the bottom information about disk space number of uses and SMS balance Workapaen Account Account Seltinge Reseller Contact Information Login Log ITS Name Webforum Europe AB TE Sales E mail sales webforum com Groups Sales Phone 46 8 527 400 70 Support E mail support webforum com Support Phone 46 8 527 400 80 Contact Information Company Organization Webforum Contact Person Helen Olsson E mail Address helen olsson webforum com Phone Preferred Contact Language English Usage Maximum Disk Space 1024 MB Used Disk Space 14 MB Maximum Number of Users 6 Current Number of Users a SMS balance 0 45 Contact your reseller in order to change contact information disk space or number of users Account details Copyright Webforum Europe AB 128 Webforum Teamwork amp Professional Manual Settings The workspace settings section allows you to e change workspace name e set the time zone for all time stamps e set the default language e set the name and e mail of the person to
88. ort Cf Export x i Select the attributes to include in export Not selected Selected Description Filename Ay Created by Version Created Status BSAB Size Code structure demo Type Contract Date Modified Contract party Modified by Contract value Document iype y Contract type J Metadata xlsx L Export documents zip Start Close Export after lending out documents Click on the Cancel loan symbol to return a lent out document if it has not been edited A warning text will be displayed C Manual Eng Document Archive x Do you want to cancel the loan of the selected documents Note If you want to replace the documents with revised versions they should be returned through the document import or by the standard replace functionality gt in OK Cancel Preeeeerrreeeerrrrrerrrrrrrrrrrrrs If the document has been changed the import or replace functions should be used instead There will be an option to unlock the document when those functions are used Copyright Webforum Europe AB 88 Webforum Teamwork amp Professional Manual You can see loans by clicking on the loan icon in the left pane ER Q Loans Recent folders w C Loan Number v Project name Recipient Lent out by Loan date Due date a C 2 ERP Project Subcontractor 1 Mr T Fredrik Adolfsson 14 05 2013 09 26 11 06 2013 Quick Search Quick links C 1 Construction Project Company X Mr Y Fredrik Adolfsson 13 05 2013 17 0
89. orum Teamwork amp Professional Manual Navigation tabs The navigation tabs allow the user to switch between the different modules of Webforum Teamwork Which tabs that are available depend on the user s permissions Copyright Webforum Europe AB 12 Webforum Teamwork amp Professional Manual Main area The main area is where the modules are displayed The content depends on which module is selected ECM Test Platform Fredrik Adolfsson My profile My account Logout Web Forum Tasks E mail SMS Contacts Web Publishing Admin A Help gl New Folder ig New Document Je Cut Copy Of Delete ol V The Webforum plugin is installed Info Search a F Name Size Type Modified Modified By Comments Advanced Search a Ol E Interview summaries 1 24KB DOC 03 04 2009 09 17 Fredrik Adolfsson D 0 oOo Requirement presentation 1 13KB PPT 03 04 2009 09 17 Fredrik Adolfsson 0 Go gO F URSO01 Requirement specification 1 24KB DOC 03 04 2009 09 15 Fredrik Adolfsson 0 Folders za El 5 Root lq ERP Project J 10 Quality documentation LJ 20 Requirement specification J 30 Design documentation J 70 Test documentation Manual Project 1 Project 2 5 Project 3 Project 4 im D Hroleci HE E Left pan Right main pane eee Example of the Document archive with the search toolbox and folder navigation in the left pane and contents shown in the right pane
90. pients To send an e mail to workspace users click on the To Copy or Bcc button to open the Users amp Groups dialogue window Here users and groups of users can be searched and selected In order to add e mail addresses for instance to persons without access to the workspace click on the sign Copyright Webforum Europe AB 103 Webforum Teamwork amp Professional Manual E mail to Users amp Groups In order to select all users click on the group name All Users and use the upper arrow icon in between the boxes to move the group to the Selected box Click on the OK button to finish and return to the e mail To select a group or an individual user open the dialogue window Use the search function described below to find specific users or groups and click on the arrow icon to move them to the right box Finish by clicking OK Remove a user or group by opening the Users amp Groups dialogue window mark the checkbox for a user or a group in the Selected box and click on the lower arrow icon in between the boxes Finish by clicking OK Users and Groups x Search for Search in All groups Search Search Result Selected GS Admin a Massarsch Andreas andreas massarsch web amp Olsson Helen helen olsson webforum com OK Cancel Selecting the users and group that shall receive the e mail Search function in the Users amp Groups dialog Generic behaviour e S
91. ple of notification e mail to initiator By using the link in the email or by accessing the Reviews tab directly from within the document archive the status of the ongoing review or approval is shown qd Properties Functional Specification 0 1 docx General Version History Reviews Comments Permissions All participants have responded Click Finish to complete review Show review histo Review in progress Document Functional Specification docx version 0 1 Due date 29102010 Initiator Anders Lindgren 27 10 2010 19 25 Instructions Please review this draft Anders Supporting files Participants Anders Lindgren 27 10 2010 19 31 Reviewed Have no specific comments Looks good Finish Change Stop OK Cancel Apply Example of Reviews tab and an ongoing review Copyright Webforum Europe AB 67 Webforum Teamwork amp Professional Manual o Finish Click the button Finish completes an ongoing review or approval When a document is getting approved its status will be Approved If the approved version is a minor version eg 1 3 the version number will be changed to next major version number in the example 2 0 Otherwise version number will remain o Change During an ongoing review or approval changes to it can be done For example it is possible to add participants change due date and manage instructions Click the button Change to change the ongoing review or approval o Stop
92. ration Protected Website Administration Workspace and User Administration Administrator AE al JE EJEKI My Profile Activity Report Users in this group Group settings Form for setting Module Permissions for a User group and for adding and removing users to and from the g Copyright Webforum Europe AB 120 Webforum Teamwork amp Professional Manual Creating a New User group Click Add Group After entering the User group name and a description a drop down list becomes available for each module By assigning Module Permission Settings to User groups the Administrator can control access to the Modules of the Workspace The options for all available Modules are listed below with comments TOOL OPTIONS COMMENT Protected Website No access The tool is not visible for the user Standard access The user can access the Protected Website E mail No access The tool is not visible for the user Standard access The user can send e mail using the Workspace Cp lt ep No access The tool is not visible for the user Standard access The user can send SMS using the Workspace The tool is not visible for the user Documents No access The user can only see documents through View only the built in viewer The user cannot download documents The user has standard access to the Document Archive Standard access Administrator The user has full administration rights to the Document Archive The tool is no
93. redrik Adolfsson Document downloaded Contract 1 18142011 22 02 85 224 241 176 Fredrik Adolfsson Document downloaded Contract 1 1442 2011 21 47 85 224 241 176 Fredrik Adolfsson Download page opened 14912 201121 46 385 224 241 176 Publishing log Print orders Professional A set can be sent for printing A print order is added to a set by clicking Print order in the context menu for the set Rename Properties Publish Registrants Log Print order HFOAAAAAE Cut Copy Copy URL to Clipboard Paste Delete Add a document to the set Zip and Download Set context menu Copyright Webforum Europe AB 76 Webforum Teamwork amp Professional Manual In the print order dialog you can add new print orders by clicking New print order C Properties Delivery set 1 General Publish Registrants Log Print order New print order Print order history Order ID Order date Print agency Ordered by Last download date 1 2012 2011 08 26 Print Agency 1 Fredrik Adolfsson Print order tab You can also take a look at an existing print order through the context menu for a print order Order ID Order date T 4 SHOP AA eRe Download specification Change last download date Print order context menu Adding a print order There are a number of fields for adding new print orders Print agency Select print agency Print Agency 1 Select delwery method Courier Comment Copyright Webforum Europe AB T1 Order i
94. rent document to review approve From the Review history link you get information about other participant s responses and also get information about previous reviews It is also in this dialog the participant enter review comments The same dialog can also be accessed via the menu item Review or Accept reject for the current document Please note that the approving or rejecting a document will require a password to be entered C Respond to review request x Waiting for your review Document Functional Specification docx version 0 1 Due date 2010 2010 Initiator Anders Lindgren anders lindgren webtforum com 27 10 2010 19 25 Instructions Please review this draft Anders Supporting files Comments Have no specific comments Looks good OK Decline Cancel Exemple where a participant is entering review comments Copyright Webforum Europe AB 66 Webforum Teamwork amp Professional Manual 4 Review and approval completion The initiator of a review or approval will receive a notification e mail whenever a participant is responding All participants have responded Anders Lindgren has reviewed this document version Have no specific comments Looks good Document Functional Specification docx version 0 1 Due date 2910 2010 Participants Anders Lindgren Reviewed Use link below to view review in progress https secure webforumtest comiwsdemoa doc wid 231 amp p work Exam
95. rkspace set up and your permission mz L mm CI Properties Contract Customer X 0 1 docx x General Attributes Version History Reviews Comments Log Permissions Title Contract Customer X Version 0 1 i 3 Document type Contract File type docx Location Root Other Size 395 22 KB 404 702 bytes Link httes secure webforum com projectdemoold doc getdoc ashx reflD 103 IB Description Created 2706 2011 23 12 Created by Fredrik Adolfsson fredrik adolfsson webforum com Modified 2f 06 2011 23 12 Modified by Fredrik Adolfsson fredrik adolfsson webforum com Lock status E Locked Lock comment OK Cancel Apply The General properties tab Copyright Webforum Europe AB 58 Webforum Teamwork amp Professional Manual Attributes professional The attribute tab is where you choose to classify a document as belonging to a certain document type This is also where you set the corresponding attributes CI Properties Contract Customer X 0 1 docx General Attributes Version History Reviews Comments Log Permissions Document type Contract Contract Party Customer X Contract Number 11 123 Contract Date 11 05 2011 Contract End Date 11 05 2012 Contract Termination Conditions 3 months before end date otherwise prolonged 1 more year Contract Type Customer Edit OK Cancel Apply The attributes tab Attributes that are URLs will be automatically clickable Attributes Mass update professional It is possible to ma
96. rofessional Manual Contacts Contacts are available in the mobile interface This makes it easy to e mail call or send SMS to the contacts from a smartphone ee00 TELIA 11 28 48 W a webforumtest com Manual Eng C Webforun lt Contact Fredrik Adolfsson Webforum E mail fredrik adolfsson webforum com Mobile O Q 46706509170 lt yo O 8 Mobile interface for contacts Copyright Webforum Europe AB 137 Webforum Teamwork amp Professional Manual Support amp Contact Information Should you have any questions regarding the tools and functionality of the Platform click Help in the header to get in contact with the Workspace Operator We also recommend that you visit the Webforum homepage at webforum com from time to time Updates and information about new tools and facilities are posted at this site There is also a section providing answers to frequently asked questions FAQ in the Support section of the website If you do not find an answer to your question in the User Manual or at the Webforum homepage you are welcome to contact Webforum support from the help section of your Workspace or by sending an e mail to support webforum com Webforum Europe AB is continually developing and improving the system Please feel free to contact your Workspace Operator Administrator or Webforum Europe AB Your comments and suggestions are important and appreciated Webforum Europe AB Solna Torg 13 3 tr
97. rum Teamwork amp Professional Manual Overview of Toolbar The Toolbar of the Document archive contains a number of icons used to perform different actions Which icons are enabled depends on the task to be performed and permission settings If an option is not available the icon will turn grey Below is a brief presentation of the tools al New Folder ig Add Document pCut E Copy Paste Dece Pf H pla aBJB e amp ae Cubeeletedtieeortoliets B Paste selected files or folders Delete selected files or folders Lock Unlock documents Attribute mass update professional only Lend Return documents professional only Zip and download selected files or folders E mail including selected documents as links or attachments Export files and a list of metadata Import files and metadata Refresh the document archive ze Show user permissions Toggle between list view or thumbnail view Configuration of document attributes and document types professional only Copyright Webforum Europe AB 21 Webforum Teamwork amp Professional Manual Document Configuration Professional Clicking on the configuration icon lt 3 in the toolbar takes you to the configuration window O Configuration Document types Attributes Defaults Navigation trees Display files Other Document configuration Attributes Here you can set up attributes metadata Attributes may be used by more than one documen
98. splay files Other Attribute navigation New Delete Name Modified Allcontracts Fredrik Adolfsson C Code structure Fredrik Adolfsson F Docs by country Fredrik Adolfsson Navigation trees C Edit navigation tree Edit navigation tree Name Demo tree Available attributes Selected attributes Contract name Country Our reference Project Contract date Created Fredrik Adolfsson 13 12 2011 10 52 Modified Fredrik Adolfsson 15 12 2011 10 52 Navigation tree configuration Copyright Webforum Europe AB 33 Webforum Teamwork amp Professional Manual GUI for setting display file connections There is a display file menu option available under document configuration Here it is possible to associate file extensions and display file extensions For all files types that have associated display files it is then possible for a user to connect such a display file to the normal file via the context menu for the document CJ Configuration Document types Attributes Navigation trees Display files Other Display files New Delete File extension File extension display file 1 A doc pdf Ff doc pdf xs pdf C New display file rule File extension dwg File extension display fles pdfj x OK Cancel Close Display file type association Other There is an additional configuration section that includes parameters used by the document archive It contains parameters for
99. ss update attributes for many documents at the same time by marking documents in the document archive and press the icon in the toolbar Copy Paste Deete QG a R Root ERP Project Recent folders Name K8 Contract 1 4 8 Contract 2 Documents marked for mass update A dialog with a choice of two ways of updating attributes is opened qd Attributes mass update Attributes mass update What do you want to do with the selected documents Update specific attributes with new values only document that have a document type set can be updated O Seta new document type and new attribute values Mass update Copyright Webforum Europe AB 59 Webforum Teamwork amp Professional Manual In order to update specific attributes check the attributes to update in the list CI Attributes mass update Update specific attributes with new values Show only common attributes Show all attributes W Contract Date a W Contract End Date mn W Contract name A E Mass update If a checked attribute is left empty the attribute will be empty after the update even if it had values before If you choose to set up a new document type you have a choice of document type first If any of the selected documents already has a document type there will be a warning message CI Attributes mass update Seta new document type and new attribute values One or more documents have a document type
100. t mark the documents and click on the lend out icon in the toolbar 4 New Folder 4 Add Document 4p Cut fi Copy Morte G9 DABlBlA fa Q Root ERP Project Recent folders Quick Search E a a Quick links O 4 Contract1 9 Select hd C amp Contract 2 E i Root drawing with markups bil l ERP Project ki LinearRegression 1 H Project 1 E Project Demo Doc H Project Launch Y O r1 _2d_plate 1 fo Temnorary Lending out This opens the New loan dialog where data about the lent out documents can be entered Copyright Webforum Europe AB 86 Webforum Teamwork amp Professional Manual C New loan New loan Created by Fredrik Adolfsson i Project name Construction Project Project number 1 Project manager Mr P Recipient company Company Recipient person Mr Y Due date 31082013 A Comments Documents to be updated with new layout ORK Cancel Data about lent out documents The documents will then be marked as lent out p m 4 Name 2 O Contract 1 9 LC Contract 2 drawing with markups py f LinearRegression 1 Q bA C Project Demo Doc F r16_2d_plate_ 1 Lent out documents Copyright Webforum Europe AB 8 Webforum Teamwork amp Professional Manual When lending out documents you will automatically be given a choice to download them as well The option is the same as an ordinary exp
101. t summary this is a short summary of the contract Country Sweden Contract End Date 19 10 2012 i 12102012 Date attribute with reminder Copyright Webforum Europe AB 28 Webforum Teamwork amp Professional Manual Document types A document type is a way to group attributes in order to make it easier to find the documents without having to navigate through a folder structure Document types Attributes Defaults Navigation trees Display files Other Document types New Delete Create copy Manage Categories Name Category Document name template amp Contract Change Remove Doc type with code structure Add Docs by country Add Document types In a company you can for instance have a document type called Contracts In order to facilitate the administration and use of these contracts attributes such as Contract Party Contract Number Contract End Date Contract Type and so on are set That makes it possible to search for Supplier Contracts with an End Date this year for instance C Edit document type Edit document type l Name Contract Attributes Available attributes Selected attributes Contract Party Contract Number Contract Date Contract End Date Contract Termination Conditions 4 Contract Type Created Fredrik Adolfsson 27 06 2011 09 27 Modified Fredrik Adolfsson 27 06 2011 23 16 OK Cancel Document type configuration dialog It is possible to copy a document type This is
102. t type C Configuration Document types Attributes Defaults Navigation trees Display files Other Attributes New Delete C Name Type Mandatory Searchable BSAB Code structure wa Code structure demo Code structure 4 Contract Date Date SY SY Contract End Date Date va 4 Contract name Text single row wa Y Contract party Text single row vA 4 Contracttype Pick list one choice 4 4 Contract value Decimal number vA q J camy Pick list one choice of categorized Short summary Text multiple rows vA Close Attribute configuration dialog Copyright Webforum Europe AB 22 Webforum Teamwork amp Professional Manual An attribute can be a text field one or many rows a date field an integer a decimal number a user or a pick list value single multiple or categorized Once set the field type for an attribute cannot be changed CI New attribute New attribute Name Mandatory Searchable Type Attributes This field amp mandatory A ae Text multiple rows Decimal number Integer Date Pick list one choice Pick list one choice categorized Pick list multiple choice User list one choice Code structure mM User list contains a list of workspace users The administrator has to choose a group to connect to the attribute list Only users belonging to that group will be displayed
103. t visible for the user Discussion Forum No access Standard access The user can read and write postings Administrator The user has full administration rights to the Discussion Forum Tasks No access The tool is not visible for the user Standard access The user can access the tasks module Administrator The user can administer the module Task list creation The user can create task lists Calendar No access The tool is not visible for the user Standard access The user can access the Calendar module Administrator The user can administer the module Copyright Webforum Europe AB 121 Webforum Teamwork amp Professional Manual serach veer can casi Conca OO o man Teer not ne posoan L facesse The user can receive an Activity Report Public Website No access The tool is not visible for the user Administration Standard access The user can publish web pages news and events depending on object permission settings Administrator The user has access to all sections of the Public Website Administration Protected Website No access The tool is not visible for the user Administration Standard access The user has standard access to the Protected Website and can publish web pages news and events depending on object permission settings Administrator The user has access to all sections of the Protected Website Administration Workspace and User No access The Administration tab is not available to the Administration user Group Admin
104. talled Drag and Drop Drag and drop allows you to drag documents and folders from your local folder system to the workspace in almost the same way documents and folders are moved between folders in your local file structure To use drag and drop you must install either the plugin for Internet Explorer or the extension for Firefox 1 Open up the folder in the Workspace where you want to save the documents or folder If no folder is selected the files or folders will be stored in the root directory 2 Select one or many documents or a folder in your local folder structure and press the left mouse button 3 While the left mouse button is pressed down move the mouse to the browser with the Workspace and release the mouse button You will see a progress bar showing how many kilobytes of data and number of items that have been processed Processed 392 KB 1791 EB Processed tema 2 9 Cancel Progress bar showing how many kilobytes of data and number of items that have been processed 4 The documents and or folders have now been transferred to the correct folder on the Platform Copyright Webforum Europe AB 43 Webforum Teamwork amp Professional Manual 5 If an uploaded document has the same name as an existing document in the same target folder you will be asked if you want to create a new document or replace the existing one C A document with the same name exists There is already a document named translatio
105. text message and attachments is displayed Attachments are not physically stored in the e mail archive of the Workspace Note that the archive only shows the messages which you have sent Other users will not be able to see your personal e mail archive E mail from other parts of the system E mail can be sent from other parts of the system as well for instance the document archive Depending on the module the e mail will work in different ways In the document archive the e mail will include selected documents Copyright Webforum Europe AB 107 Webforum Teamwork amp Professional Manual SMS Introduction The SMS function is used to send text messages to individual users or groups of users The procedure is similar to the procedure used to send e mails When opening the SMS module the following two options are available e Send SMS to individual users and or groups of users e Access your personal SMS archive ECM Manual Screenshots Andreas Massarsch My profile My account My workspaces Web Documents Forum E mail SMS Contacts Web Publishing Admin Hep Logou SMS New Message New SMS Archive TO Message No of characters 0 No of SMS per recipient 0 No of recipients 0 Total no of SMS 0 Send Cancel Form used to send SMS messages SMS recipients To send an SMS click on To to select the users and or groups to receive the message In order to select all users click on the group n
106. the Inherit permissions from parent folder checkbox and set your desired permissions Properties Project 3 x General Permissions E Inherit permissions from parent folder Group User Full Create Read Update Delete GA so Allusers Ei OS Group 10 Ei El Group 13 i Fi a User 1051 Test 1051 E E a User 1052 Test 1052 Fl Delete Add Users and Groups OK Cancel Apply Example of permission settings where the Inherit permissions has been unchecked Module specific details See appendix 2 for permission details regarding modules e Documents e Forum e Website Administration Copyright Webforum Europe AB 16 Webforum Teamwork amp Professional Manual Start Page The start page is the first page that a user sees when they login to Webforum This module has not been turned on for most existing workspaces Contact Webforum or your Webforum reseller to have it turned on The start page has widgets for information from the workspace administrators and widgets that display information relevant to the user such as tasks assigned to the user or the user s recently opened documents Administrators can decide which widgets are displayed on the workspace Documents Forum Tasks Calendar E mail SMS Contacts A Hep Info News My activities bf S 25 March 2015 11 03 O Recruit a Project Manager 02 06 2015 C We orum a B Buy consultants 16 09 2015 There are new document templates available in the do
107. the publication of document sets Read more about this in the section about publishing sets In addition it is possible to set up Print agencies A print agency can receive requests for printing documents in a document set C Configuration Document types Attributes Defaults Navigation trees Display files Other Published document sets Select optional attribute to display on download page None v Print agencies New Delete Name Modified The Print Bureau Fredrik Adolfsson 02 12 2014 08 21 42 L Configuration Other Copyright Webforum Europe AB 34 Webforum Teamwork amp Professional Manual Navigation trees Professional Navigation trees are found as a tab next to the folder tab The navigation trees are displayed with names and attribute values You navigate by clicking on them It is possible to choose which one of the navigation trees in the list that should be opened by default by clicking the checkmark next to the tree name If none is chosen the first one in the list will be opened by default The attribute name is displayed next to the attribute values when doing mouse over rat 7 All contracts Customer w iE A amp 3 F Name Select a navigation tree All contracts hal a ar E Contract 1 E Contract 2 E All contracts Navigation trees Select a navigation tree All agreements All agreements Default navigation tree Copyright Webforum Europe AB
108. tion 5 Close Internet Explorer if you don t close it now you will be asked to do it later in the installation process 6 Follow the instructions and the plugin will be installed in a few seconds Copyright Webforum Europe AB 139 Webforum Teamwork amp Professional Manual Appendix 2 Detailed permission settings Documents OBJECT Recycle Bin Folder Document The user also has to have Read access to the document or folder to see it in the list ACTION View properties Edit properties View permissions Edit permissions Add subfolder Add document Cut not root Copy not root Paste Delete not root View content Zip and Download View properties and content Edit properties Edit contents online View permissions Edit permissions Replace Rename Cut Copy Delete Lock Unlock View old versions Turn version control on off Edit version description Start review approval Participate in review approval Update review approval View comments Add comments FULL 1 7 nnn nN nn nN nN nN TT o a a a a nN a a aN NNN nN NH TN 1 NN TN 111 Tn CREATE READ UPDATE DELETE U own D U own In additions to these permissions there is also a View permission View allows a user to view the document in the viewer but he she cannot print or download it gt Users with Update access to the document can see and update permissions on documents they ve created themse
109. um Teamwork amp Professional Manual You will be given options to choose attributes to use in the filter panel C Select filtering attributes Available atiributes Selected attributes Modified by Name Document tyoe Description BSAB Document content Code structure demo Status Short summary H Created by m Created Modified Size Only lent out documents Filter attributes x Cancel The right pane will display the normal attributes displayed in the folder view plus any additional attributes selected Use the attribute display settings found when clicking on the select columns icon found in the top right corner below the Info text in order to choose which attributes to display 2 Help The Webforum plugin is installed Info HH Column selection Clicking on the select columns icon gives the following pop up menu C Select columns Select columns for search fiter Customer contracts This is a shared search filter Changes will affect all users of this filter Available attributes Selected attributes Contract Party Contract Number Contract Date Contract End Date Contract Termination Conditions Contract Type OK Columns display settings Copyright Webforum Europe AB Cancel 38 The selected columns will be displayed Webforum Teamwork amp Professional Manual If you want to save a search filter press the disc icon This will save the current search together with the selected co
110. useful when setting up document types with many attributes that are similar to each other It is also possible to create categories manage categories and to add document types to a category The categories are also visible in the attribute search and can be used to limit the document type list Copyright Webforum Europe AB 29 C Manage categories T Manage categories E Category 1 F E Category 2 F E Category 3 Fa Delete Add OK Cancel Document type management Auto Generated Document Names Webforum Teamwork amp Professional Manual It is possible to let the document names be automatically generated by the system based on prefixes attributes and sequence numbers This is done for each document type by clicking on the corresponding cell in the Document name template column CJ Configuration Document types Attributes Navigation trees Other Document types New Delete Create copy Manage Categories Name Category Contract Doc type with code structure Docs by country Document types This will take you to the set up window Copyright Webforum Europe AB Document name template Change Remove Add Add Close 30 Webforum Teamwork amp Professional Manual C Document name template Document name template Prefix AGR Attributes Available attributes Selected attributes Separator Country Contract type Contract name gt 4 Sequence Number 4 0001 0002 min
111. users Admin admin group Demo Project 2003 Demo Project Sep 2012 2007 ERP 2004 Product Launch X 2008 41 hi Page Size 10 6 tems 1 page Save Cancel Example of information presented in My Profile Copyright Webforum Europe AB 112 Webforum Teamwork amp Professional Manual Activity Report The Activity Report provides a summary of all new information posted in the Document Archive Forum and other parts of the Workspace during the time interval chosen by the user The information such as a new document version or a new folder is sent to each user s e mail address Actual content in the Activity Report is based on the individual users group assignment and permissions settings For example if a group has a function turned on but the user doesn t have read access to the document it will not be included for that user in the report Another user with read access in the same group will get the document included in the report Access to function The Administrator has the option to allow access to this function at the Group level Each member of a Group with Activity Report access turned on can thereafter select if he or she wants to receive an Activity Report and at which time interval See details for applying module access for a group in the Administration chapter User settings The time interval for receiving an activity report can be chosen individually To change the reporting interval navigat
112. vCard To change your own information in the Contacts listing module click My Profile in the header The picture is the same as the one displayed in the top right hand corner of the system Click on that picture to replace it for the whole system Copyright Webforum Europe AB 111 Webforum Teamwork amp Professional Manual My Profile Each user of the Workspace can post and update his her own information from the My Profile area Other users with the exception of the Workspace Administrator cannot alter this information By clicking on the My Profile link in menu a form containing all current data is displayed Fredrik Adolfsson My account My profile My profile link in the header To update information click the My Profile link and simply modify the appropriate fields Mandatory fields first and last name are marked with an asterisk Remember to enter a cellular phone number if you want to be able to receive SMS The international access code for your country should be included 1 e for Sweden 46 7X XXX XX XX My Profile My Profile Settings User Information First Name Fredrik Last Name Adolfsson E mail Address Title Job Title Function Company Organization Webforum Department Url Mobile Phone Activity report Never v Business Contact Information Home Contact Information Additional Information Member in groups Group Name Description All
113. van uelianteauadenei inane waved lenceria done Wines aurdea gen A lager eatadtes 141 VV CDSG ACIMIMISU AIO Fl ansman 142 Copyright Webforum Europe AB 4 Webforum Teamwork amp Professional Manual Introduction Webforum Teamwork is an Internet based work and communication workspace specially conceived to assist people within companies organisations and project teams to cooperate and or to disseminate information This manual also contains certain parts that are specific for Webforum Professional These are marked Professional Those parts of Webforum Professional that are related to Webforum Project are not covered here The workspace is made available by Webforum Europe AB webforum com as a SaaS solution and includes all required software and hardware as well as server space and Internet connection for efficient operation In addition Webforum is responsible for maintenance back up and other services The Platform is made available to Platform Operators on a license basis The Terms and Conditions for Using the Platform are outlined in the User and Operator Agreements Please make sure to have read and understood the terms and conditions stated in these Agreements Each Workspace has one or several Administrators which are appointed by the Platform Operator The Administrator is responsible for setting up the Workspace for inviting users to the Platform and for assigning limitations for users to access the Workspace A deta
114. ve ccccseeceeeeseeeeeceeseeecaeeeeeeseeeeeeseaeeeesaeeeeeens 52 Display files Professional encnreeene a a aaas 69 LOGIN Os are a a hucstechhitaehen sis 70 Comment ON a DOCUMENA ccccccseeeeceecceeeeeeeeecaeeeeceeesaaaeeeeeesseeeeeeessseaeeeeessaaeeeeeseaaeeeees 72 Document Alias linked documents cseseccccceeeseeeeecceeseceeeceeeseeeeesseuaeeeeseseageeeeesaaaaes 72 Document Sets Professional cccccccccccseeseeeeceeeeeeeeeceeeuseeeessueueeeeessuageeeeesseageeeessaaaaes 73 Publish Document Sets Professional ccccccceseeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeessaaeeeeeesaaeaes 74 Fiat Orders PrOIeSSiOnal ici ctssiteeethetenteacdecoljuctacntistineetedtatiaccdaisljeddcctatanenideeeetnectags 76 Document baskets favorites Professional ccccceccesseeeeeeeeeeeeeeeeesaeeceeeseeaeeeeeeaaaees 83 Document attachments ProfeSSiOnal c ccccccccseseecceeseeeceeseeecesseeeseaseeessegeeessesseesseass 84 Loans lend return documents Professional cccccsseeeeeeeceeeeeeeeeeaeeeeeeessaeeeeeesaaaees 86 Extracting zip files sicsasczceavetnrnsesannteaasddabesasadneteevadavaussddovenn cdusinanadahuielalabonasdiubenessdmeiaasaanbatel 90 Copyright Webforum Europe AB 2 Webforum Teamwork amp Professional Manual DISCUSSION F OLUMI escran a i 91 Gr ating aA NeW TOrUM esonera a REA 92 Creating anew tread narsi ae ae cee a E cee i hic ae 92 Searching the DISCUSSION FOU wiiees
115. will bring up a list of users and groups to select from The selected users will get an e mail with the posting content It is also possible to attach files from the document archive or the local computer Once a thread has been created users can create new postings on the thread It is also possible to receive an e mail notification when a reply has been entered to your posting by subscribing to the thread test Forums Anders test Ea Create Posting g Subscribe Export Date order ascent 46 02 2012 12 56 FA F Anders Lindgren test Subscribe to a thread in order to receive e mail notifications Threads can be exported by clicking Export and they can be sorted in ascending descending date order Searching the Discussion Forum The Discussion Forum is provided with a search engine which has a simple and an advanced mode You can select a specific discussion topic enter free text and or limit your search by selecting a date limit Search simple Search Search in W Thread title Posting content E Created by Created From 14 To 1 Go Copyright Webforum Europe AB 93 Webforum Teamwork amp Professional Manual Searching the Discussion Forum Postings on the Internal Web Postings can be displayed on the first page of the internal web just like news items Please see the Web publishing manual for more information about publishing on the first page Forum Postings _ Fredrik Adolfsson 1
116. will contain a link to a download area see more information below Distribution list One distribution list can be added to the order either from the workspace or your local computer There is no format check on th distribution list Change print specification Select the documents from the set that you want to set a print specification for by marking them in the list Then click Change print specification This will open up the Edit print specification pop up window Copyright Webforum Europe AB 19 Webforum Teamwork amp Professional Manual s ommo mm ee ee EI Edit print specification x Apply specification changes to selected documents e Method Black and white print Format AG Finishing Rolled Full scale copies 2 Half scale copies 4 OK Cancel Edit print specification Here you can choose how you want the documents printed Press OK when ready The new choices will appear in the list File name Method Format Finishing Full scale Half scale E kw Contract 2 docx Black and white prir A3 Rolled 2 2 C t contract 3 docx Black and white prir A3 Rolled 2 4 E contract 1 docx Do not print 0 0 C i Johans contract docx Do not print 0 0 Print specifications Order access restrictions It is possible to set a date based access restriction on orders By doing this you prevent print agencies from being able to access print orders forever This date can be changed later if needed

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