Agnitio iDocs 1.10 User Manual
Contents
1. Agnitio iDocs 1 10 User Manual outo a 4 n Apt CUM on Agetc OLM arrer Agents CUM Phaser aonitio Table of content Table of content ee en a eme eee 2 1DocumentrHistory 3 11 5 911 2001 kossksnu t 3 T2 STT SITOA N m si Emm gt ko Doune m NE RIDE 3 1 mertce e ENG URL ae aa uin ar aplik amana IU MM 3 k KEO PA PDK OE RR 3 INE um 4 2 WhatIS Agnitio IDOCS Y sanan somine i utu sede io setude nd otsa RBS Reni etd S 5 3 e ge e ANN EM AY E EM 6 4 PIVOIMOIDOCS EYE ANE EM ANN RE AM MEY 8 S lt lt NN ER RON eee een erent meen ee tee 10 O 1D06S ga E E A MY Ye 11 7 Document de te S menim mma animeyi meal dence ae ilmine 13 8 Theshortcutsmenu nnns 14 9 SearchinginiDocs ae eaa eaa 16 MEC D gl NN Y NY PAY 18 13 COSCO NS san e ea e b ak letme ak ekimle simi 20 11 1 How to create a personal collection ss ssesaasssssttssasiasv siteet 20 11 2 How to add a document to acollectiOnussmvausaissassssmssuvussaassssausasuusasn 22 12 1405 2 E RE eee ere s aa ee ee eee eee ete 25 12 1 How to add a tag to Kolejetlaa lt JININ TIN 2 12 2 Howtocreate a DOS OD 35 EN ME ME MR eee eee IMS 29 13 ViewingtheiDocsdocuments 31 15 1 Open from the thumbnail DES erue tent2. Agnitio iDocs is designed for Pharmaceutical Representatives who need a flexible fast and easy way of finding precisely those reference documents which support the Reps in their work with KOLs The documents in Agnitio iDocs are documents delivered from the customer to Agnitio who load these up to the Agnitio iDocs server and distributes them to the appropriate users It is not possible for the user to add or delete documents in the iDocs library However the user can add Collections and Tags as well as set documents as Favourites to create a personal overview of documents 3 Starting out Log in using the username and password provided If reguested to do so please read and accept the License Agreement OFF M 03 Pauly eri at Sign In Cancel Q w Note that there is a setting that allows iDocs to remember your username and password so you do not need to re enter it each time you access the application However we encourage you to check with your local IT department if using this setting is allowed by your company s IT security policies Agnitio iDocs version 1 10 User Manual 6 Agnitio iDocs Library Favourites EN Tags O Search acnitio Pad solution Whitepaper aenitio User Manual Agnitio iDocs manual Agnitio iDocs version 1 10 You will now find yourself in the iDocs Library with the iDocs menu on the left hand side of the screen Library agnitio aenitio aeni
3. The iDocs search engine matches the search precisely compared to what is typed by the user For example if the user types Agnitio Manuals in the N Bree ki IN T AAC LVIA KO 1 PNY N CA N A Y VA Agnitio iDocs version 1 10 User Manual 16 search box the engine will look for documents where the title author name or keywords contains these 2 words in that same order It is not possible to search with wildcards asterisks The search result list is dynamic This means that the results list is continually updated with every character which is typed in the search bar 10 Favourites Each iDocs user can select a set of documents as personal favourites This gives the user a select few documents which are always found by a mere tap of the Favourites menu To add a document as a favourite tap a document so that the details box appears A document is indicated as a favourite when tapping the star icon at the top right of the details box Once it changes from empty to solid white the document is registered as a favourite acnitio Agnitio iDocs manual pdf Agnitio iDocs User Manual Author Benjamin Post Size 2 68 MB Open Modified 19 03 2012 15 56 File Type pdf Open with Insert description iDocs manual PDF Agnitio iDocs version 1 10 User Manual 18 The document is now added in the list of favourites Agnitio iDocs Favourites Library Favourites aenitio P iPad tool
4. Whitepaper pdf Filesize 336 6 KB Agnitio iDocs Library Favourites amp Tags Search Agnitio CLM Data Privacy Whitepaper pdf Author Unknown Filename Agnitio CLM Data Privacy Whitepaper pdt Filesize 80 3 KB Agnitio CLM iPad solution Whitepaper pdf Author Benjamin Post Filename Agnitio CLM iPad solution Whitepaper pdf Filesize 635 4 KB Agnitio CLM CRM Integration Interface Specification 1 10 pdf Author Unknown Filename Agnitio CLM CRM Integration Interface Specification 1 10 paf Filesi Agnitio iDocs manual docx Author Unknown Filename Agnitio IDocs manual docx Filesize 8 73 MB Agnitio iDocs manual pdf Author Unknown Filename Agnitio Docs manual pdf Filesize 2 68 MB Agnitio CLM iPlanner manual pdf Author Unknown Filename Agnitio CLM iPlanner manual pdf Filesize 1 95 MB v E n The list view is identical to the Search view At the top of the list a search bar is displayed Agnitio iDocs version 1 10 User Manual 12 7 Document details To see details about an iDocs document tap the document so that the Details box appears agnitio Agnitio iDocs manual pdf A Agnitio iDocs User Manual Author Benjamin Post S ZE 2 68 MB Modified 19 03 2012 15 56 File Type pdf Open with Open Insert description iDocs manual PDF The details box displays detailed information such as the name of the author the size of the document latest modific
5. nimble and streamlined than most other options This combined with a very long battery lifetime and a top of the range screen with a very wide viewing angle makes the iPad an ideal device for CLM presentations The intuitive multi touch interface also provides content developers with new possibilities for creating interaction between the Salesrep the customer and the presentation Ready in an instant The iPad has been optimized for speed with most applications having very little loading time This has been achieved by building the device without a mechanical harddrive but relying on Flash based solid state storage aS welr v Ms as using the Apple iOS operating s ere all unnecessary parts have been removed KE d ww aget m vtactiageiti r mn 21 18 m ov To return to iDocs doubleclick the Home button on the frame of the iPad In the menu that appears at the bottom of the screen tap the iDocs icon Se CD an RY m Agnitio iDocs CLM iPlanner Settings Mail iPlanner LIGHT Agnitio iDocs version 1 10 User Manual 37 14 Logging out of iDocs To log out of iDocs navigate to the main screen and tap the lock icon at the bottom of the menu a This will return you to the login screen
6. Docs version 1 10 User Manual 21 Add e architecture senutid amp c m agri i Qs closed e Closed loop Marketing e CRM Integration inser description amp Data Privacy amp Doc Q5 iDocs e Interface iPad e iPlanner loop To add a tag to a document simply tap the selected tag Click anywhere outside of the tags list to return to the details box It is also possible to add a tag to a document by tapping the tag icon in the shortcut bar in the library list view 12 2 How to create a personal tag If none of the existing tags are fitting for the document the user can add their own This is simply done by typing the name of a tag into the text field and tapping the Add button Agnitio Manual architecture e Closed e Closed loop Marketing e CRM Integration e Data Privacy u description The tag is then automatically added at the bottom of the Tags list marked as a Personal tag 12 53 40MB 192 168 101 92 AGNITIO Q5 iDocs m amp Interface User Mart iPlanner Q5 loop amp manual Marketing amp PDF amp presentation Insert description solution Q5 Agnitio Manual Manual Personal tags are only displayed to the user who creates them and are distinguished from the server tags by having a P displayed inside the tag icon next to the tag name as shown here Server tags are indicated by having an S displayed in the tags as shown below 13 Vi
7. anual pdf Author Unknown Filename Agnitio CLM iPlanner manual pdf Filesize 1 95 MB y E Ka min Agnitio iDocs version 1 10 User Manual 14 The shortcuts are e Open document e Selecttags e Add as favourite e Addtocollection A Mg All of these options are explained in more detail later on in this document Agnitio iDocs version 1 10 User Manual 9 Searching in iDocs When selecting the Search or List view a search bar appears above the documents When the search bar is tapped the iPad keyboard appears Next to the search bar the following search options also appear e Everything e Title e Author e Tags Agnitio iDocs Gr Everything Title Author Tags Cancel Agnitio iDocs manual docx Author Unknown Filename Agnitio iDocs manual docx Filesize 8 73 MB Agnitio iDocs manual pdf Author Unknown Filename Agnitio iDocs manual pdf Filesize 2 68 MB lt lt Agnitio CLM iPlanner manual pdf Author Unknown Filename Agnitio CLM iPlanner manual pdf Filesize 1 95 MB Library Favourites Tags Search The search engine searches through the documents according to the selected option By selecting Title Author or Tags the user is given a shorter result list to choose from than when searching with the Everything option In addition the search duration is shorter when Title Author or Keywords is selected especially if the user has a vast library of documents
8. ation date and time the file type and a description The details box also gives the user the option to manage which collections the document should belong to as well as give the document tags for easier search The user can open the document from here and select the document as a favourite All of these options are explained in more detail later on in this document Agnitio iDocs version 1 10 User Manual 13 8 Theshortcuts menu When a document is selected in the list view the shortcut menu is activated at the top right of the screen Agnitio iDocs Library Aa Kaan Library Favourites e i Agnitio CLM Architecture Whitepaper pdf Author Unknown Filename Agnitio CLM Architecture Whitepaper pdft Filesize 336 6 KB amp Tags Agnitio CLM Data Privacy Whitepaper pdf Author Unknown Filename Agnitio CLM Data Privacy Whitepaper pdi Filesize 80 3 KB Search Agnitio CLM iPad solution Whitepaper pdf W Author Benjamin Post Filename Agnitio CLM iPad solution Whitepaper pdf Filesize 635 4 KB Agnitio CLM CRM Integration Interface Specification 1 10 pdf Author Unknown Filename Agnitio CLM CRM Integration Interface Specification 1 10 paf Filesi Agnitio iDocs manual docx Author Unknown Filename Agnitio IDocs manual docx Filesize 8 73 MB Agnitio iDocs manual pdf Author Unknown Filename Agnitio iDocs manual pdf Filesize 2 68 MB Agnitio CLM iPlanner m
9. es and gives you an overview of documents under each amp Tags collection C er Tags gives you an overview of the tags which are given to the documents Search takes you to the list view of the library and gives you the possibility to search for the documents you are looking for At the bottom of the menu 3 more icons are found e The rotating arrow Sync updates the library with the newest documents available on the Agnitio iDocs server The boxes with the plus sign Add collection opens a dialogue box for entering a new personal collection e The lock Log out logs out the user and displays the log on screen 6 iDocs Library Agnitio iDocs Library Library Favourites aenitio aenitio aenitio Tags iPad soluton Architecture Data Privacy Whetepaper Whitepaper Whitepaper ON Search aenitio aegnitio agnitio Pad solution i User Mansal Vhmepaper CKM integrator tertace Soecfcaton Agnitio iDocs manual aenitio aenitio User Manual CLM iPlanner User Maral Agnitio iDocs manual Agnitio video Agnitio CLM iPlanner The iDocs Library is the core of Agnitio iDocs By default the documents are displayed in a thumbnail view Agnitio iDocs version 1 10 User Manual 11 By clicking on the list view at the bottom right of the screen the documents are displayed in detail mode Library Agnitio CLM Architecture Whitepaper pdf Author Unknown Filename Agnitio CLM Architecture
10. es tibt es ra rs ten ana soen 31 t32 Opentrom tede e A NA NE EM MOVE MUE 31 13 3 Open from the list view EE 34 13 4 OpenthedocumentinCuicklook 35 135 OpenthedocumentiniBooks 36 14 LoggingoutofiDocs 38 1 Document History 1 1 Signatures Role Name Title Elizabeth Wurtz User Experience Manager Ole Schneider Managing Director Mikael Jensen Head of IT Operations 1 2 Revision History Author Overview of changes Date Version initial version 1 3 Document Review This document is updated whenever relevant changes to the Agnitio software suite take effect Yearly document reviews are required by Agnitio in order to secure accuracy The yearly document review is required to take place within a year from last version i e 1 0 2 0 etc All versions are required to be signed by the document author pier reviewer and system owner 1 4 Reference Documents Document Name File Location 1 5 List of abbreviations Abbreviation Comment Closed Loop Marketing Key Opinion Leader Agnitio iDocs version 1 10 User Manual 3 1 6 Disclaimer Agnitio takes no responsibility for software not properly installed or with wrong configuration please refer to the Agnito CLM License Agreement Agnitio takes no responsibility for un authorized use of Agnitio software 2 Whatis Agnitio iDocs
11. ewing the iDocs documents There are 3 ways in which the user can open and view the iDocs 13 1 Open from the thumbnail library A document can be opened directly from the library thumbnail overview by long tapping the thumbnail of the document that is by holding a finger over the thumbnail for a second or longer This opens a list of the possible programs to view the document Agnitio iDocs Library Library K Favourites Qj Tags ON Search acnitio iPad solution Whitepaper a 4 Agnitio CLM iPad so N p L eee acnitio agnitio acnitio acnitio i User Manual i User Manual j CLM iPlanner User Manu CRM integration al Interface Specification Agnitio CLM CRM Agnitio iDocs manual Agnitio iDocs manual Agnitio CLM iPlanner 00 00 III M a 13 2 Open from the detail box It is possible to open a document from the details overview of a document Open the details box by tapping the document thumbnail Depending on the format of the document you wish to view you will be presented with either one or two open buttons Details boxes of PDF documents will display both an Open and an Open with N FNA Y k ja 1 N N n0 Aanitio iDocs up A A N N A VC CIO 9 C OY MI A n 12 E version 1 10 User Manual J agnitio Agnitio iDocs manual pdf Agnitio iDocs User Manual Author Benjamin Post Size 2 68 MB Modified 19 03 2012 15 56 File Type
12. iPad solution Whitepaper pdf Agnitio iPlanner At Agnitio we are always striving to be at the cutting edge of the technological evolution Conseguently we were guick to realise the impact that the development of the Annle iPad could have on the CLM business and immediatelv set about To return to iDocs simply tap the blue Done button at the top left of the screen This will close the document 13 5 Open the document in iBooks iBooks is iPad s inbuilt library This gives the user the possibility to save the iDocs document outside of iDocs as a copy of the document is automatically created and placed in the iBooks Library nail TDC Store Collections The document is displayed by tapping the book you wish to open Agnitio iDocs version 1 10 User Manual 36 Once open it is possible to search within the document by tapping the icon of the magnifying glass E Library i 1 Agnitio CLM iPad solution Whitepaper pdf r t TI A At Agnitio we are always striving to be at the cutting edge of the technological evolution Consequently we were quick to realise the impact that the development of the Apple iPad could have on the CLM business and immediately set about creating a version of our platform for this new device CLM in an easy to carry package The Apple iPad is smaller lighter and slimmer than a traditional tablet PC providing users with a platform that is significantly more
13. ight documents By typing the name of the tag in the iDocs search bar a list of all documents with this tag are displayed To open up the list of tags tap the Tags icon in the main menu Tags This will open the Tags menu in the left side of the screen Agnitio iDocs Tags Library aenitio aenitio acnitio Pad soluton Architecture Wihetepaper Whitepaper Data Privacy Whitepaper amp Closed loop Marketing e CRM Integration amp Data Privacy Agnitio CLM Data Pr e DOC aenitio aenitio aenitio aenitio i dante i n Mansi Pad solution e iDocs Whapaper intertace S nen e Interface e iPlanner agnitio aenitio bol loop po CLM Planner ihr Maral e manual Agnitio iDocs version 1 10 User Manual 26 To find all documents with a specific tag simply tap on a tag The library will then display the documents that belong to this tag Agnitio iDocs Tags Tag Manual e Closed loop Marketing e CRM Integration agnitio e Data Privacy ics Whitepaper amp poc e iDocs Agnitio CLM Archite e Interface iPad e iPlanner e loop e manual e Marketing amp PDF e presentation solution lt Manual 12 1 Howtoaddatagtoa document In much the same way as collections tags are added to documents by navigating to the details box of a given document and then tapping the Tags icon This will display the list of existing tags OO OO Agnitio i
14. nitio CLM iPad so i aenitio aenitio aenitio agnitio Agr tio CLM Aanitio 1Docs Aanit Agr itio CLM iPlanner User Manual AG IDOC AG tio IDOCS User Manual User Manual CRM integration Interface Specification Agnitio iDocs version 1 10 User Manual 21 When the new collection has been entered it appears in the collection list as shown below Library SI iPad tools P Manuals JI P My new collection aenitio aenitio aenitio a m iPad solution Segmentation is Dead Architecture Data Privacy Whitepaper Vg ei ee ie Demaret Whitepaper Whitepaper m KEYBOARD Agnitio CLM Archite Agnitio CLM Data Pr Agnitio CLM iPad so acnitio aenitio acnitio acnitio j User Manual User Manual CLM iPlanner CRM integration Interface Specification User Manual Agnitio CLM CRM Agnitio iDocs manual Agnitio iDocs manual Agnitio_CLM iPlanner 00 00 IIN RI 4 mm The user can continue to add more collections or tap anywhere outside the collection list to return to the iDocs library 11 2 How to add a document to a collection To add a document to a collection tap the document thumbnail so that the details box appears Then tap the Collections icon in the Collections area so that the collection menu appears Agnitio iDocs version 1 10 User Manual 22 Next simply tap those collections to which the doc
15. pdf Open with Open Insert description iDocs manual PDF Tapping the Open button will launch the integrated iDocs PDF viewer The iDocs PDF viewer is fast to launch and with simple navigation Agnitio iDocs version 1 10 User Manual 32 Page 1 of 31 aonitio A gnitio iDocs User Manual To hide the top and bottom navigation bars tap anywhere on the document Tap again to redisplay the bars Open with Tapping the Open with button in the details box opens a list of PDF viewing programs that are installed on your iPad Agnitio iDocs version 1 10 User Manual EN Ouick Look aon l o aset EE Open in iBooks iPad solution Whitepaper Author Benjamir Size 635 4 KB M4 il Modified 19 03 2012 15 56 File Type pdf Open with Insert description iPad solution CLM Details boxes for Word documents videos and other documents in other formats than PDF will only have the Open with button displayed giving you the option to open in your favourite viewer 13 3 Open from the list view By selecting the list view of the library it is possible to open the document by selecting the Open Shortcut 13 4 Open the document in Ouick Look QuickLook is iPad s basic inbuilt viewing program It very simply displays the document with a title and the option to open the documentin a different viewer It is not possible to search through the document text in Quick Look Agnitio CLM
16. s E Manuals EN Tags Agnitio iDocs manual O Search Sm n PE mim It is also possible to indicate a document as a favourite by tapping the star icon in the shortcut bar in the library list view Agnitio iDocs version 1 10 User Manual 19 11 Collections Documents in iDocs are organised in collections When the iDocs are uploaded to the server by Agnitio they are sorted into a set of serverside collections Icons indicating serverside collections are indicated by a box with an S as shown below S It is possible for the user to create their own personal collections Such collections are only displayed to the user who creates them and are indicated with a P as shown below E 11 1 How to create a personal collection A personal collection is created by simply tapping the Add Collection button at the bottom of the main menu which is indicated by the following icon it When tapped the iPad keyboard and a dialogue box appear listing the existing collections Name the new personal collection by typing the name in the text field at the top of the collection list Tap the Add button to enter Library CD S iPad tools P Manuals aenitio agnitio agnitio Agr tio CLM Agr tio CLM Agr tio CLM iPad solution Segmentation is Dead Architecture Data Privacy Whitepaper Lang Im Kama co Demaret Whitepaper Whitepaper Bir KEYBOARD Agnitio CLM Archite Agnitio CLM Data Pr Ag
17. tio iPad soluton Whetepaper Architecture Data Privacy Whitepaper Whitepaper agnitio agnitio User Maral i CRM irtegratos Interface Soeoficaton Agnitio iDocs manual aenitio CLM iPlanner Lune Massa Agnitio video Agnitio_CLM iPlanner User Manual 7 4 Pivoting iDocs The iDocs layout adjusts itself when the user turns the iPad into vertical position The iDocs Library now appears like this aenitio aenitio aenitio aenitio Architecture Data Privacy CRM integration Whitepaper Interface Soectcaton Whitepaper aenitio agnitio aenitio agnitio User Manual i User Marsal CLM iPlanner CAM tegration User Manual interface Speoficaton aenitio CLM iPlanner User Manual Agnitio CUM iPtanner Agnitio iDocs version 1 10 User Manual 8 The menu is opened by tapping the Menu button at the top left of the screen Library Agnitio iDocs Library aenitio CRY integrator erince Specticatc aenitio CLM iPlanner User Manu The functionalities in the vertical and horizontal version of Agnitio iDocs are identical For the rest of this document all examples will be in the horizontal layout Agnitio iDocs version 1 10 User Manual 7 5 TheiDocs Menu e Library gives you an overview of the documents available in iDocs e Favourites lists the documents which the user N indicates as favourites Library Collections are illustrated by the boxes with S and P HK Favourit
18. ument belongs so that tick marks appear to the right of each collection name as shown below No SIM SI iPad tools P Manuals P My new collection agnitio Agnitio CLM Pad solution Whitepaper Author Ben Size 635 a K H Modified 194 File Type pdf Insert description To finish tap anywhere outside of the collection menu The selected collections now appear in the Collections area of the details box and the document can now be found in the given collections in the iDocs library Agnitio iDocs Library Collection My new collection Fr Favourites agn l o agn l Aanitio CLM Aanitio iDocs ii aedi iPad tools Architecture Whitepaper TF Manuals My new collection Agnitio CLM Archite Agnitio iDocs manual W Tags O Search Agnitio iDocs version 1 10 User Manual 24 agnitio 12 Tags Besides organising the documents in collections tags can also be given to the documents w To differentiate between the concept of tags and collections it might be helpful to think of collections as folders and tags as keywords The users navigate through a defined set of documents in a limited set of collection to find the one they are looking for Tags can be thought of as keywords which are indicated across all documents and collections The number of tags are often much higher than the number of collections and can be a bit more difficult to navigate through to find the r
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