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EIKON DOCUMENTS 2007 USER'S GUIDE

1. Eikon Documents Document Names y Received tasks Sent tasks New document Lists Publications Favorites History Logout Unmark Folder Generate report EM NEW BOOKS E Up one level Class Name Version State Description Last update RB E 14 05 2010 A Book 0021 Released Iracema Jos de Alencar 11 24 55 RB Mem rias p stumas de Braz Cubas 15 04 2011 Q Book 9931 Released Machado de Assis 14 39 01 PUBLISHING A DOCUMENT IN THE MARKED FOLDER After locating the document of interest and accessing its document page click on LINK DOCUMENT at the right of the icon l located on the command area See the following example Library Peter Silva Eikon Documents A New books Document Names Received tasks Sent tasks New document Lists Publications Favorites History Logout di Send tasks Q Link document BOOK RB 0032 Show publications Files Show related documents Show history Show tasks amp Aventura de Di fanes pdf Adobe Acrobat Document 39 kB E rae Attributes Class Book Type Brazilian novels Number 0032 Title Diophanes adventures Author Teresa Margarida de Silva e Orta State Released 63 Eikon Documents 2007 User s Guide A form will be displayed where the user may inform the document publication period on the folder previously marked PUBLISH BOOK RB 0032 EM NEW BOOKS Complete and submit the form Wperpetual Start End The linking of the document to the static pub
2. 59 Eikon Documents 2007 User s Guide Received tasks Sent tasks New document Lists Publications Favorites History Logout Send tasks Show publications BOOK RB 003 2 Show related documents Flas Show history Show tasks Generate report amp Aventura de Di fanes pdf Adobe Acrobat Document 39 kB a x M Add content Attributes Change attributes Class Book X Delete document Type Brazilian novels gt Release Number 0032 Title Aventuras de Di fanes Author Teresa Margarida de Silva e Orta State Registering BOOK RB 0032 CHANGE ATTRIBUTES Title Diophanes adventures Author Teresa Margarida de Silva e Orta Document main page CHANGING THE DOCUMENT STATE This feature is only available to users who have full permission provided that the document does not have any checked out file Click the text corresponding to the desired DOCUMENT TRANSITION STATE ACTION The texts with the names of the available actions are presented at the document s page command area on the right side of icons gt See the example below Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks Show publications BOOK RB 0032 Show related documents Files Show history Show tasks Generate report amp Aventura de Di fanes pdf Adobe Acrobat Document 39 kB g x O Add content Attributes Change attributes Class Book Delete document Number 0032 Tite Diophanes adv
3. Private static folder E RE Public dynamic folder 29 x 2 gt mM E Le gt Eikon Documents 2007 User s Guide Private static folder Static folder selection mark New content Delete More details Document link exclusion Properties Document link New task File download File Check out File check out cancelation Check in changed file 30 Eikon Documents 2007 User s Guide QUICK SEARCH By typing a simple search text string a user can quickly retrieve all documents that satisfy the following conditions e The user has access rights to the document AND e The SEARCH STRING is contained o In documents names OR o In documents states names OR o In documents descriptions OR o Inall documents attributes values OR o In documents files names OR o Inall documents metadata The search for documents that satisfy the above conditions is run on all existing document classes respecting the access permissions set for the user running the search For a quick search a user must select the kind of desired search and then type the search text string in the box on top of the menu and finally click the Search button See example below 31 Eikon Documents 2007 User s Guide Library Peter Silva Eikon Documents All Document Metadata lv Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report QUICK SEARCH
4. New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links SECONDARY opyrig 5 MENU 9 2010 Eikon lecnologia da All rignts reserved MAIN MENU The main menu area has the following options e Quick search file content search e Received tasks e Sent tasks e Include anew document depending on rights and permissions set by the Application Administrator e Access to document lists by document class state e Access to the public folders structure e Access to navigation and creation of private folders 28 Eikon Documents 2007 User s Guide e User history e Close a work session SECONDARY MENU The secondary menu area has the following options e Preferences settings home page e mail and password e Links for direct access to web pages chosen by the Administrator e Document classes configuration file types user and permission management catalog import export only if the user is an Application Administrator WORK SPACE The work space area is used to present lists of documents selected according to the user activities It may also present the details of a document selected in a prior list or a form to input or change documents or private folders ICONS The table below presents the standard icons used in the standard web interface and its meaning Icon Meaning E Private dynamic folder
5. NEW DOCUMENT To add a new document the user must click on NEW DOCUMENT on the main menu and then decide to which class the new document should belong to and in what state of the class lifecycle the document should be included The available options are displayed on the work space See example below Library Peter Silva Eikon Documents Search Document Names y Received tasks Sent tasks Lists Publications Favorites History Logout Add new Projeto Executivo Listado ADD BOOK REGISTERING listado Complete and submit the form Type Brazilian history founders Number auto Title Author Submit Clear Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved Received tasks Sent tasks new document Lists Publications Favorites History Logout Add new Book Registering ADD PROJETO EXECUTIVO LISTADO Tipo Folha de Dados o x Instala o Ribeir o Preto y rea d kiai Tancagem de lcool x Classe de Zn servi o 100 CONSTRU AO CIVIL ARQUITETURA amp URBANISMO E 50 Eikon Documents 2007 User s Guide FORM FOR INSERTION OF A NEW DOCUMENT Fill in the form with the attributes values that characterize the new document e Ifanasterisk is displayed on the right of th
6. Nova Calif rnia Lima Barreto 08 04 2011 10 56 52 RB 0020 Released O Cemit rio dos Vivos Lima Barreto 14 05 2010 11 24 55 RB 0018 Released Clara dos Anjos Lima Barreto 14 05 2010 11 24 54 RB 0015 Released Os Bruzudangas Lima Barreto 14 05 2010 11 24 52 SEARCH FOR FILE CONTENTS Since Eikon Documents Release 2 9 3 and provided that this optional feature has been sanctioned by the Information Technology area of your organization every user can find documents by searching text inside their searchable files The searchable files of any document are usually those file types based on textual information such as PDF and Microsoft Office files For more details check the Information Technology area of your organization A user can only retrieve files belonging to the contents of authorized documents File Contents Received tasks Sent tasks New document Lists Publications Favorites History Logout SEARCH BY CONTENT PALMEIRAS Class Book Book Book Book Book A Book Name Versio RB 0021 RB 0006 RB 0021 RB 0010 RB 0008 RB 0020 State Released Released Released Released Released Released Description Rank File Size z 404 Iracema Jos de Alencar 4 amp IRACEMA pdf kB ee 378 A carne J lio Ribeiro 1 ACARNE pdf a a 296 Iracema Jos de Alencar 1 amp iracema rtf kB Mem rias P stumas de Bras Cubas 401 Machado de Assis 0 amp brascubas pdf kB O Cabeleira F
7. O ee ee ee 14 05 2010 RE P 14 05 2010 PIS e once O zk nano __ esos memos r stomos d Bra Cubas achado do Aos 1405200 a E 14 05 2010 zx ca ee ee ee eo Or n 14 05 2010 ams amr E 124 a 14 05 2010 RE mes rm AI v 05 2010 CRER pe Brazilian novels On d D Pronto 22 Eikon Documents 2007 User s Guide Wo e alr a DocumentReportxls Modo de Compatibilidade Microsoft Excel E Arquivo P gina Inicial Inserir Layout da P gina F rmulas Dados Revis o Exibi o Eikon Documents Team a Q o E E A Arial 3 A y amp Geral E Formata o Condicional 3 Inserir z Ar Fy Ba gt gt EB 000 Formatar como Tabela 3 Excluir El Zz Colar N Z 8S gt gt A A AA e a e Hd _ Classificar Localizar e F E Yo 260 5 0 Ey Estilos de C lula B Formatar 27 eFiltrarr Selecionar Area de Transfer A Fonte a Alinhamento P N mero a Estilo C lulas Edi o a Fe Attribute B C Barra de f rmulas AttributelValue Brazilian novels Title Mem rias p stumas de Braz Cubas Author Machado de Assis 2320300620 m S EB 100 gt 4 4 gt gt Files Attributes lt History Tasks Related documents fa 1 4 Pronto ASSOCIATING DOCUMENTS Since Release 2 9 4 all authorized Eikon Documents users can create relationships be
8. Zip 128 kB Attributes Class Book Type Brazilian novels Number 0020 Title O Cemit rio dos Vivos Author Lima Barreto State Released Fillin and submit the form clicking the SUBMIT button See example below BOOK RB 0020 SEND TASKS Enter new tasks data Type For your information Notify by email Due 18 04 2011 E Is there any new edition of this book Task description lt Librarian Administrador Peter Silva Enterprise Y Thomaz Ayres Bibliotecario Submit Check all Uncheck all Document main page Tasks will be included in the database and if E MAIL NOTIFICATION box is checked e mail messages will be sent after the user clicks Submit BOOK RB 0020 TASKS From To Type Created in Due Completed Task description Task StatusResponseRESPponse in email email Peter Thomaz For your Is there any new A Silva Ayres information 17 04 2011 18 04 2011 edition of this book Yes No Peter For your Is there any new E Silva Librarian information 17 04 2011 18 04 2011 edition of this book Yes No Document main page 34 Eikon Documents 2007 User s Guide CHECKING SENT TASKS To check sent tasks status please click on the SENT TASKS menu If the due date of a specific task is prior to today this task will be marked as Delayed User can click on the tasks table titles to reorder the task list in ascending or descending order Clicking on the task description text presents
9. be equal to criteria Different from Attribute value must be different from criteria Greater or equal Attribute value must be greater than or equal criteria Attribute value must be less than or equal criteria See the following example ADD SEARCH IN CLASS BOOK Attribute Operation Value or Type Equal to Brazilian novels x or Number Contains Title Contains Author Equalto x Lima Barreto Type Equal to Brazilian novels And Author Equal to Machado de Assis Or Type Equal to Brazilian novels Search Parameters And Author Equal to Lima Barreto Name Novels of Machado de Assis and Lima Barreto Submit Clear 41 Eikon Documents 2007 User s Guide CREATING AND MAINTAINING PRIVATE STATIC FOLDERS Private static folders contain shortcuts to those documents used more frequently bringing together different document classes grouped by topics of interest After adding a new Static private folder the user can link the documents of interest The same document can be linked to more than one folder as well as one or more static public folders ADDING A NEW STATIC PRIVATE FOLDER To add a new static folder the user must click on the FAVORITES menu and then click on the ADD NEW FOLDER on the work space Library Peter Silva Eikon Documents Y DocumentNames Received tasks Sent tasks New document Lists Publications History Logout CJ Add new Folder 1 Add new S
10. dO CUIMENTS rd sigia 61 Marking a DU DN CTO dera dia 62 Eikon Documents 2007 User s Guide Publishing a document in the marked folder o cccoooccnconcccnonaconnnnnccnnnncononanonnnos 63 Verifying the document publications irrita 64 Changing or cancelling the publication Of a document c ooccccccnccnncnnccnnnnocnnonarononanonos 65 HISLO My stan E Save geil ta PS a N 66 User Events oiea E E E a 66 HOCUMENLEVENTS ico 67 CHANING user preterence Sind 68 Home page and initial search preference ccccccssscccceseccccenececeesececeueceeseeceeeueeeeeees 68 ENA ea E assem nea araa ined anesay 69 PISS WOU O 70 Eikon Documents 2007 User s Guide INTRODUCTION Eikon Documents is application software that manages the storage and retrieval of all organization s controlled documents Eikon Documents is used to deploy ECM Enterprise Content Management and or EDM Electronic Document Management systems The systems users can access authorized documents using the software standard web interface or by using especially customized applications The standard web interface is accessible through any browser compatible with the following W C standards HTML 4 01 CSS1 and DOM1 Among others these browsers meet those standards Microsoft Internet Explorer 6 and Firefox 2 Obviously the browser must have network connection via an intranet or extranet to the site that hosts the Eikon Documents server softwa
11. will be listed RANK ORDERED with a direct link to the document s main page Rank is established by Windows indexing engine and basically includes how many times the search string was found within the file Link to document page ENT PALMEIRAS SEARCH BY C Link to file download o Ss Name Version State Description Book RB Released Iracema Jos de Alencar IRACEMA pdf 0021 A Book RB Released A carne J lio Ribeiro 1 amp ACARNE pdf 378 0006 kB Aa Book RB Released Iracema Jos de Alencar 1 iracema rtf 296 0021 kB RB Mem rias P stumas de Bras Cubas 401 Book deio Released a yer o brascubas pdf re Book RB Released O Cabeleira Franklin T vora O amp o cabeleira pdf 374 0008 kB Aa Book RB Released O Cemit rio dos Vivos Lima Barreto O amp o_cemiterio_dos_vivos rtf 397 0020 kB TASKS Tasks are always associated to a specific document To send one our more tasks the user must first locate the document which the tasks refer to SENDING TASKS To send one or more tasks click SEND TASKS near the icon in the document specific command menu 33 Eikon Documents 2007 User s Guide Received tasks Sent tasks New document Lists Publications Favorites History Logout Show publications BOOK RB 0020 Show related documents Show history Show tasks Generate report Files amp o cemiterio dos vivos rf Formato Rich Text RTF 397 kB amp o cemiterio dos vivos zip
12. 03 FHB 0004 ME GENERATING REPORTS State Description Released O Alienista Machado de Assis Released Nova Calif rnia Lima Barreto Ca nessa A carta de Pero Vaz de Caminha Pero Vaz de Caminha Released A carta de Mestre td aes ica Joao painaena A ALMA ENCANTADORA DAS RUAS Jo o do Last update 15 12 2010 09 55 05 08 04 2011 10 56 52 14 05 2010 11 24 45 14 05 2010 11 24 46 14 05 2010 Generate report Submit sion State Description Last update Released O Alienista Machado de Assis pl larly Released Nova Calif rnia Lima Barreto MORT A A carta de dos co Vaz aoe Released 4 carta de Mestre SE Jo o Fo E ae A ALMA eens DAS RUAS Jo o do ar Generate report Since Release 2 9 4 Eikon Documents users can generate reports for later handling and printing Reports are available on the following formats HTML and Microsoft Excel XLS This feature is available for public folders private folders quick searches and user events history and document pages To generate reports on the documents linked to a folder the user can filter the contents of the report based on the following criteria e Only the latest or all the available authorized versions of the documents linked to that folder e Type SUMMARY only class name version status description and last update or COMPLETE including also the other attributes of each document 21 Eikon Documents 2007 User s Guide e Filter by state
13. Allowed File Types BOOK RB 0032 Add content Complete and submit the form YiCheck out for editing until 18 04 2011 Users Sergio Documents Compras Aventuras_de_Didfanes pdf Document main page Eikon Documents 2007 User s Guide ALLOWED FILE TYPES Clicking on the command ALLOWED FILE TYPES the portal will display a list of allowed file types as the following example ALLOWED FILE TYPES Type Extension Content type MIME Adobe Acrobat Document pdf application pdf Arquivo texto txt text plain Autocad DWF dwf drawing x dwf AutoCAD Drawing dwg image vnd dwg Documento de imagem TIF tif image tif Documento do Microsoft Word doc application msword Excel xIsx Application xlsx Formato Rich Text RTF rtf text richtext Imagem GIF gif image gif Imagem JPEG Jpg image jpg Internet E Mail Message eml message rfc822 Planilha de Excel xis Application XLS Planilha do Microsoft Excel xis application vnd ms excel Word 2007 docx application vnd openxmlformats officedocument wordprocessingml document Zip Zip application x zip compressed Zip File Zip application x zip compressed FILE UPLOAD Click on Browse or equivalent and locate the file you wish to add to the document The user can only choose allowed file types This form allows you to add multiple files at once up to five files Mark the check box CHECK OUT FOR EDITING UNTIL and inform the target date if the user decides to already check out the f
14. Documents 2007 User s Guide Click on ADD NEW VERSION on the specific document commands menu and fill in and submit the resulting form DED CR 4450 74 6521 862 RKO 001 0 Files amp CR 4450 74 6521 862 RKO 001 0 pdf PDF Document Attributes Class DED Idiom Portuguese Type CR Cronograma Schedule Installation area 4450 74 Gasoduto Cacimbas Catu System number 6521 Gasoduto Class of service 862 PLC Originator code RKO ROCKWELL Sequential number 001 Revision O Status Para coment rios For comments Discipline Instrumenta o Instrumentation Send tasks Show publications Show related documents Show other versions Show history Show tasks Add new version Generate report 544 kB Ef x CO Add content Change attributes Register change from Approved with comments Voltar Document title Cronograma de Montagem e Fabrica o Assembly and Manufacturing schedule During the filling of the form the user must fill new values on the attributes of type version labels in italics Optionally other attribute s values can be modified and the contents of the previous version can be copied CLONING OF FILES ADD NEW VERSION FOR DED CR 4450 74 6521 862 RKO 001 0 State Listed Micopy content Enter the attributes s values of the document new version Idiom Portuguese Type CR Cronograma Schedule Installation area 4450 74 Gasoduto Cacimbas Catu System number 6521 Gasodut
15. EIKON DOCUMENTS 2007 USER S GUIDE 2010 EIKON TECNOLOGIA LTDA Eikon Documents 2007 User s Guide AUDIENCE This guide s purpose is to support the user on document insertion document modification and document retrieval using the Eikon Documents web interface This guide therefore is not intended for development and deployment of new ECM Enterprise Content Management applications The Administrator s Guide should be used for that purpose For special customizations and integration with other enterprise applications developers should consult the application programming interface API documentation SOFTWARE CONFIGURATION The text of the guide matches release 2 9 6 of the Eikon Documents software GETTING MORE INFORMATION Visit Eikon s web site www eikon com br Eikon Documents 2007 User s Guide SUMMARY MAO GUC TOM Ae e e O A 7 BESICGCONCOD Sussie vals 9 What Eikon Documents does sccsicsssicecacantexsssicaaunasansoosesdancuatedubawersbarsunanduasnabanadsesde doluundoas 9 DAS o A e o PO E 10 o o E S 11 ITS fe o a E RS O A 11 Eolo A e E qo sina ans dei etn o asia oia SENDA ca aee UNO ae E 11 PORTA SOUS vee RR e DR SD NR DDD DD RA E 12 Performing a QUICK search rara catre 12 camilo dll uo pit Lo amamos Pe oo aaa ia 13 Sending ana receiving tasks src 14 Automatic assignment of tasks oocccconccnccnncnnnonacnnonanonnnnnccnnnnarononanonnonnnnnnonarononanoninos 15 Virtual folders oirne EE
16. FOR ALENCAR ON ALL DOCUMENT METADATA Class Name Version State Description Last update Aa Book RB 0021 Released Iracema Jos de Alencar 14 05 2010 11 24 55 amp Book RB 0017 Released Cinco minutos Jos de Alencar 14 05 2010 11 24 54 A Book RB 0012 Released A pata da gazela Jos de Alencar 14 05 2010 11 24 51 Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved FILE CONTENT SEARCH If this functionality is enabled by the IT area all users can locate and retrieve documents searching for SEARCH TEXTS within the content of searchable document files Searchable files usually are text based content files such as PDF and Microsoft Office created files For more details please contact your IT area Only documents that the user has access permission are retrievable To search by file content just type the SEARCH STRING select the File Contents option and click Search Search doesn t differentiate capitalized letters No language specific signs or special accents are considered Library Peter Silva Eikon Documents palmeiras File Contents Received tasks Sent tasks New document Lists Publications Favorites History Logout 32 Eikon Documents 2007 User s Guide Files that contain the search string
17. LE and to a SINGLE USER GROUP Any permission has the following properties e type full read only or limited read only e duration permanent or temporary e status active or inactive Selected file types can be considered as of restricted retrieval at the discretion of the Application Administrator Thus users who only have limited read only permissions are prevented from accessing these file types Every user may belong to ONE OR MORE GROUPS As a result the permissions available for a certain user are the same permissions set for the groups wherever the user belongs as member A user can have on the basis of being a member of several groups more than a single permission granted to a particular state of the document class lifecycle The stronger permission always prevails PERFORMING A QUICK SEARCH Entering a simple SEARCH STRING the user can quickly find all documents that contain that search string in their metadata Only documents for which the user has active access permission will be retrieved In the following example the user has ran a quick search using the string LIMA 12 Eikon Documents 2007 User s Guide AS All Document Metadata Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report QUICK SEARCH FOR LIMA ON ALL DOCUMENT METADATA Class R Book Book Book Book Name Version State Description Last update nae Released
18. Machado de Assis 14 39 01 Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved LINKING A DOCUMENT TO THE MARKED FOLDER A document is linked to the last marked private static folder by clicking on LINK DOCUMENT next to the icon l located in the area of specific document commands 4 Send tasks BOOK RB 0012 Associate document Fades Show publications Show related documents Show history amp gazela rtf Documento do Microsoft Word 260 kB eee amp gazela zip Zip 88 kB Generate report Attributes Class Book Type Brazilian novels Number 0012 Title A pata da gazela Author Jos de Alencar State Released 44 Eikon Documents 2007 User s Guide The user may check the linking of the document to the folder by visiting the static private folder page indicated over the main menu Received tasks Sent tasks New document Lists Publications Favorites History Logout Unmark Folder Generate report J ONGOING WORK a a aS Description Last update Book fit Released A pata da gazela Jos de Alencar ee amp Book Paci Released O Cemit rio dos Vivos Lima Barreto gana x 8 Book a Released A ns gica Cubas 15 04 2011 DELETING THE LINK BETWEEN A DOCUMENT AND A FOLDER To delete the link of any document to a private st
19. O eane anna rerereaaaaaao 15 Static public TOONS src dd 16 Dypamic PUDIICTO GELO casio 17 iss po od EI as A e TT RR 18 Dynamic private folders neresini en Sia baG dao and dois 19 Document Mar 20 Genera LINE IPEN ES ii EREE EEEE 21 Associating dOcUMeA Enri 23 Eikon Documents 2007 User s Guide Usine the Webintentace nantes 25 CHOOSING vour home Pat Ec rai 25 Changing the interface idiom to POrtUQUESE ccccccessccccesececeesececeeseeeceeecesseneceseueeeeees 26 Presente ne CC aCe ramita 27 CUSTOMIZA ON A a tds 27 FORMA E soa as ase tacos ctr pas E E doa ok seul Ro dance Ra penne ed 28 NC ONG ei RSRS UG RR CDE VERDI RO GR RR RAD COR RR DURO ER E RR DR 29 QUICK S Sacado 31 PIESCOMEC INU SCAN ol y sanita sarada cai Los a a a ao 32 A a E EN Ec 33 nl A O a ualeacten sit 33 RECEIVING Tasa 36 Searching and retrieving published documents csscccesecceeeceeeeeecenseeeeeceeesceseneeeaneess 37 Searching Tor COCUMENT trata 39 Form to create a new dynamic private folder o cccccoooccnnnccnnncnnnnnonoconnnnnancnnnnnos 40 Creating and maintaining private static folders cccoooccnconocnnonanonnnnarnnnnanonnnnanonnnns 42 Adding a new static private Tolder ruido 42 Marking a Static private folder ccccoooonccnnnononnnnnnonanonnnnnnanononnnnnnonnnnnnnncnnnnnnnacinnnnns 43 Linking a document to the marked folder oooooocccnncononcnnnonnnnnnnnnnnnnonononanacnnnnnos 44 Deleting the link betw
20. Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved 69 Eikon Documents 2007 User s Guide PASSWORD Click on the PASSWORD CHANGE item at the secondary menu Fill in the displayed form and submit it PASSWORD CHANGE New password eseseseee Confirm new password eecececeeeee Current password eececceee User ptsiv mem Sent tasks New document Lists Publications Favorites History Logout Password ane Email change Home page change Mudar para Portugu s User Guide Links opyright 1997 2010 Eikon Tecnologia Ltda All rights reserved 2010 EIKON TECNOLOGIA LTDA 70
21. acturing E Marketing a kl q 8 Planning Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved The following example shows the result of opening the public dynamic folder BRAZILIAN NOVELS This folder was created by the Application Administrator to collect automatically all documents belonging to the BOOK document class This folder was created as a subfolder of the static public folder called LIBRARY 17 Eikon Documents 2007 User s Guide Show parameters Generate report O BOOK BRAZILIAN NOVELS 3 Up one level Class Name Version State Description Last update ae ee A Book hina Released Iracema Jos de Alencar a EA 2n R Book paces Released O Cemit rio dos Vivos Lima Barreto eee Book ous Released A Condessa V sper Alu zio de Azevedo eer moe Book 0018 Released Clara dos Anjos Lima Barreto oe amp Book pi Released Cinco minutos Jos de Alencar a e A Book e Released Casa de pens o Alu sio Azevedo a a E Book pao Released Os Bruzudangas Lima Barreto E EA Ge D nante RB natamana Aventuras de Di fanes Tereza Margarida 14 05 2010 STATIC PRIVATE FOLDERS Static private folders represent static collections of documents established by a particular user Any authorized user can create any number of folders and can lin
22. all states or only a specific state Eikon Documents Library Peter Silva EEE Search Document Names e Received tasks Sent tasks New document Lists Publications Favorites History Logout Class Name Versio RB A Book 0031 CB E Book nona Generate report E BOOK MACHADO DE ASSIS E Up one level n State Description Last update Mem rias p stumas de Braz Cubas 15 04 2011 Released Machado de Assis 14 39 01 EE 15 12 2010 Released O Alienista Machado de Assis 09 55 05 GENERATE REPORT FOR SEARCH BY AUTHOR MACHADO DE ASSIS Report name By author Machado de Assis Only last version File Type Excel y Content Type Summary only Filter by state Released Order by Class Name Version r MaS Die 4 Report 2 xls Modo de Compatibilidade Microsoft Excel Le Arquivo P gina Inicial Inserir Layout da P gina F rmulas Dados Revis o Exibic o Eikon Documents Team a O OS B amp Arial 8 Ny E Geral h E Formata o Condicional g Inserir z 5 Fy Ba k EB 000 E Formatar como Tabela SK Excluir E Colar gt Ei eee Classificar Localizare Y Ns q S E t 5 Estilos de C lula B Formatar 27 eFiltrar Selecionar rea de Tra ma N mero 2 Estilo C lulas Edic o Al x a E F G Ha Class Description Last update P E 14 05 2010 MZ IN IO E A ma 14 05 2010 3 om
23. ame document description current state within the document class life cycle and data about user events regarding that document The attributes set by the Application Administrator for a specific document class must ensure the unique identification of each document within that class enable its easy location and retrieval and if applicable the correct control of document versions VERSIONS Some document classes under the Application Administrator criteria may require the concept of versions For each of those classes the Application Administrator must establish a rule to define which attribute values should be concatenated to define the document version value In the Eikon Documents Object Model different versions of a document correspond to different document instances that happen to have the same value for the name and different value for the version 11 Eikon Documents 2007 User s Guide PERMISSIONS Permissions granted by the Administrator regulate what can be done by each user The Eikon Documents Object Model implements the paradigm of permissions to control the insertion modification search and retrieval of stored documents The permissions which are created and modified only by the Administrator s define how a particular user can interact with documents currently in a particular state of that document class life cycle An individual permission is assigned to a SINGLE STATE OF THE DOCUMENT CLASS LIFE CYC
24. as p stumas de Braz Cubas 15 04 2011 H Book 0031 Released Machado de Assis 14 39 01 Library Peter Silva Eikon Documents If you liked this see also Search All Document Metadata le Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks Link document BOOK RB 0031 Associate document Fles Show publications A Type AA aa Show related documents _ Show history amp Mem rias P stumas de Braz Cubas pdf Adobe Acrobat Document 413 kB Shou tale Attributes Generate report Class Book My task Type Brazilian novels Number 0031 Title Mem rias p stumas de Braz Cubas Author Machado de Assis State Released 48 Eikon Documents 2007 User s Guide BOOK RB 0031 RELATED DOCUMENTS Class Name Version State Description Last update A Book RB 0009 Released Dom Casmurro Machado de Assis 14 05 2010 11 24 49 X Document main page A p gina em www eikondocuments net says This association was created by user Peter Silva on 17 04 2011 because If you liked this see also Note Only users who have full permission can insert and delete relationships DELETING AN ASSOCIATION To delete a relationship click on the icon A and confirm a A p gina em www elkondocuments net diz Confirm deletion of association with document Book RB 0009 Cancelar 49 Eikon Documents 2007 User s Guide ADDING A
25. atic folder open the chosen folder and click the icon A located on line of any document whose link should be deleted See the previous example DELETING A PRIVATE FOLDER To delete a static private folder the user should click on DELETE FOLDER next to the icon A located in the specific folder commands The folder will be deleted immediately The documents linked above are not affected Note that only unmarked folders can be deleted Received tasks Sent tasks New document Lists Publications Favorites History Logout Y Mark Folder Change Folder x Delete Folder E ONGOING WORK Generate report Class Name Version State Description Last update Book Bo Released A pata da gazela Jos de Alencar pea K Book Path Released O Cemit rio dos Vivos Lima Barreto pps een x co co serao 45 Eikon Documents 2007 User s Guide USING STATIC PRIVATE FOLDERS TO CREATE ASSOCIATIONS BETWEEN DOCUMENTS The static private folders are also used to create associations between documents using the web standard interface The documents linked to the MARKED private static folder are available at any time to be associated to the document presented on the screen ASSOCIATING DOCUMENTS Authorized users can associated any document to other documents of interest This enables the establishment of a chain of relationships that enriches and facilitates the understanding of the organization operations businesses products processes et
26. c INSERTION OF ASSOCIATIONS The process of creating associations in the standard web interface involves three steps 1 Insertion and marking of a new private static folder an existing folder can also be marked 2 Linking one or more documents to the previously marked folder 3 Associating a chosen document to the documents linked to the previously marked folder EXAMPLE OF ASSOCIATION BETWEEN TWO BOOKS To help to clarify the procedure for establishing relationships let s use the following example A reader of books Mr Peter da Silva would like to recommend another book for users who eventually enjoyed reading the book Mem rias P stumas de Braz Cubas He must do the following 1 Insertion and marking of a new private static folder by the name If you liked this also read 46 Eikon Documents 2007 User s Guide 2 Retrieving the document with the book to be recommended ASSOCIATED and linking it to the folder 3 Retrieving the document that will be associated 4 Insertion of the association The step by step procedure is illustrated in the following images ADD NEW FOLDER Complete and submit the form Name If you liked this see also Mark as recipient Library Peter Silva Eikon Documen ts 9 If you liked this see also DocumentNames lt Received tasks Sent tasks New document Lists Publications Favorites History Logout Q Add new Fold
27. dded 17 04 2011 14 43 54 Peter Silva Registering Document added 17 04 2011 14 16 37 Document main page CHANGING USER PREFERENCES HOME PAGE AND INITIAL SEARCH PREFERENCE Click on the HOME PAGE CHANGE item at the secondary menu and choose the preferred page to be displayed after login Options available Received tasks default Sent tasks History Publications Favorites and Lists The user can also change her initial search preference choosing among available options 68 Eikon Documents 2007 User s Guide Click to change the home page RECEIVED TASKS i 017 Y 7 pre 10 04 2011 until 24 04 2011 Oly not Include cofpleted AUTO Due From Type Task Locument Description State Status 18 04 2011 Librarian For your This is a very ook RB Mem rias p stumas de Braz Released information interesting book 0031 Cubas Machado de Assis Received tasks Sent tasks New do ent Lists Publications Favorites History Logout Password change Email change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved HOME PAGE CHANGE Home page Publications y Initial search on File Contents EMAIL Click on THE EMAIL CHANGE item at the secondary menu Fill in the displayed form and submit it EMAIL CHANGE New email ptsilva gmail com Confirm new email peter silva enterprise com User ptsiiva
28. e name of an attribute the user can select multiple values for this attribute use CTRL SHIFT e Usethe CLEAR button to reset the form e Usethe SUBMIT button to send the informed values to the server Add new Projeto Executivo ADD BOOK REGISTERING Listado Complete and submit the form Type Brazilian novels Number auto Title Aventuras de Di fanes Author Teresa Margarida de Silva e Orta E q Submit Clear After clicking the SUBMIT button the server will confirm the insertion of the new document showing the just included document page Thereafter the user can add content to the document change the values of their attributes or perform other activities Received tasks Sent tasks New document Lists Publications Favorites History Logout Send tasks Show publications BOOK RB 0032 Show related documents Show history Files z Show tasks Attributas Generate report Class Book O Add content a na ma e em ac Type Brazilian novels Change attributes Number 0032 X Delete document Title Aventuras de Di fanes gt Release Author Teresa Margarida de Silva e Orta State Registering ADDING A NEW VERSION OF AN EXISTING DOCUMENT Certain classes at the discretion of the Application Administrator may support multiple versions of documents Under this condition a user who possesses the FULL permission type for the current state of a document can easily create a new version 51 Eikon
29. earch in FAVORITES Book Type Class Name 9 Ongoing work Book Brazilian tales Book Novels of Machado de Assis and Lima Barreto Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved 42 Eikon Documents 2007 User s Guide A form requiring the name of the new private static folder will show up and if desired the folder CAN BE MARKED for future documents linking ADD NEW FOLDER Complete and submit the form Name if you liked this see also Mark as recipient Y a Library Peter Silva Eikon Documents 9 If you liked this see also Document Names Received tasks Sent tasks New document Lists Publications Favorites History Logout Y Add new Folder y Add new Search in FAVORITES aoe Type Class Name a If you liked this see also a Ongoing work Y Book Brazilian tales amp Book Novels of Machado de Assis and Lima Barreto Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved MARKING A STATIC PRIVATE FOLDER To mark a static private folder is to inform the software that the subsequent documen
30. een a document and a folder ooccccccncnnncnnconcnnncnnonanonnnns 45 Deletine a private OLD rasa ad 45 Eikon Documents 2007 User s Guide Using static private folders to create associations between documents 46 ASSOCIAUING dOCUMENTS ita 46 Insertion o Fl asSOCIALIONS ina das 46 Deleting am as socia ON 49 AdaIns a MEW docume nME an e E iS 50 Form for insertion of a new document s s ssssssssereersssssrrerrsssssrereesssssrerresssseeeereess 51 Adding a new version of an existing document sssssessssseresssreresssrrrssserersssrrresssreressee 51 Adding content to a document s ensssenssserssseresrerssserssseresseresseresseresserosseresserosseresseresse 53 PIIGWEG A A DR 54 AO o estate A E O OA 54 Modifying the contents Of a COCUMENL sseeccccessseecccceesececeseeusccecssuacceesaeaeecessaaaeses 55 File replacement CHECK OUt ccccsseccccessecccenseecauececssescesseuscecsaeeeseuesesseaeeesseeseesaes 55 Canceline a Meche ck oU bacan an 56 REDIGEINS Te CHECKEC OUE TIS ita 56 Recovering any previous instance Of a file ooccccccononcnnncnnnnnnnnnnnnnnnnnnnnnocnnnnnns 57 Editing TS e name ds 58 Deleting it ii 58 Editing the document attributes ooocccccoccnncnnocnnnononononanonnnnnnnnnnoncnnnnonnnnnnannnonnnanonanenos 59 Changing the document state occcccnccnncccccnnncnnonnnnnnnnnnnnnonnnnnnnnonannnnnnnnnnnnnnnnnnnnnnnnonaninonns 60 PUDIISMING
31. entures Author Teresa Margarida de Silva e Orta State Registering 60 Eikon Documents 2007 User s Guide The user must confirm the action after clicking the text corresponding to the chosen action Mensagem da pagina da web Confirm the action of transition to the state Released cancelar After confirmation the document will change state and the document s page will be refreshed Observe on the example that several icons associated with previously authorized procedures have disappeared Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks Show publications BOOK RB 0032 Show related documents Files Show history Show tasks Generate report Aventura de Di fanes pdf Adobe Acrobat Document 39 kB Attributes Class Book Type Brazilian novels Number 0032 Title Diophanes adventures Author Teresa Margarida de Silva e Orta State Released PUBLISHING DOCUMENTS To publish a document which means to link a document to a static public folder it is necessary to perform the following tasks 1 Marka static public folder 2 Link the document to the marked folder The document publications are modified through the following tasks e Check the publications of the document 61 Eikon Documents 2007 User s Guide e Change or delete the publications of the document MARKING A PUBLIC FOLDER Click on the PUBLICATIONS menu and select the desired public
32. enu option PUBLIC FOLDERS Click the listed folders names you may expand our compress the public folders structure Library Peter Silva Eikon Documents Document Names Received tasks Sent tasks New document Lists Pubicatons Favorites History Logout PUBLICATIONS ook Brazilian novels ok Brazilian tales gak Other Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved Clicking the public folder name presents the list of documents linked to it However if this folder has sub folders the symbol gt gt presented just next to the folder name shall be clicked to present the list of linked documents Received tasks Sent tasks New document Lists Publications Favorites History Logout Y Mark Folder Generate report ga NEW BOOKS 8 Up one level Class Name Version State Description Last update RB Mem rias p stumas de Braz Cubas 15 04 2011 Book 9931 Released Machado de Assis 14 39 01 RB e 14 05 2010 A Book 0021 Released Iracema Jos de Alencar 11 24 55 Please note that this list will contain only the documents to which the user has access rights to Please note the settings in the examples PUBLICATIONS substitutes the default term PUBLIC FOLDERS FOLDER substitutes STATIC and SEARCH substitut
33. er C Add new Search in FAVORITES Book Type Class Name a If you liked this see also 9 Ongoing work 2 Book Brazilian tales Ex Book Novels of Machado de Assis and Lima Barreto Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved 47 Eikon Documents 2007 User s Guide Library Peter Silva Eikon Documents 9 If you liked this see also Search All Document Metadata E Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks BOOK RB 0009 Associate document Files Show publications Name Type Size Reserved Show related documents Show history amp dom casmurro rtf Documento do Microsoft Word 701 kB EG amp dom casmurro zip Zip 179 kB Generate report Attributes Class Book Type Brazilian novels Number 0009 _ Title Dom Casmurro Author Machado de Assis State Released Unmark Folder Generate report IF YOU LIKED THIS SEE ALSO Class Name Version State Description Last update RB Dom Casmurro Machado de 14 05 2010 Book 0009 pS Assis 11 24 49 X Generate report QUICK SEARCH FOR BRAZ CUBAS ON ALL DOCUMENT METADATA Class Name Version State Description Last update RB Mem ri
34. es DYNAMIC 38 Eikon Documents 2007 User s Guide SEARCHING FOR DOCUMENTS Searching for documents means to locate documents that satisfy user set search criteria First the DOCUMENT CLASS to be searched must be set This corresponds to pick a class that will be subject to the new search To create a new private dynamic folder the user must click on the document class name in the work space area Library Peter Silva Eikon Documents DocumentNames w Received tasks Sent tasks New document Lists Publications reverts aston Logout y Add new Folder y Add new Search in Type Class Name a Ongoing work 8 Book Novels of Machado de Assis and Lima Barreto Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright amp 1997 2010 Eikon Tecnologia Ltda All rights reserved This will present in the work space area a form to be filled in and sent ADD SEARCH IN CLASS BOOK Attribute Operation Value Type Equal to Brazilian tales Number Contains Title Contains PEE Heee Author Contains Type Equal to Brazilian tales Search Parameters Name Submit _ Clear 39 Eikon Documents 2007 User s Guide The following image presents the results of opening of the just created private dynamic folder Received tasks Sent
35. escription Last update E B 14 05 2010 A Book 0021 Released Iracema Jos de Alencar 11 24 55 Mem rias p stumas de Braz Cubas 15 04 2011 amp Book 9931 Released Machado de Assis 14 39 01 RB Diophanes adventures Teresa 17 04 2011 A Book 0032 Released Margarida de Silva e Orta 19 04 17 Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved CHANGING OR CANCELLING THE PUBLICATION OF A DOCUMENT After obtaining the list of document publications click on the appropriate icon to change or cancel the document link to the static public folder BOOK RB 0032 PUBLICATIONS Folder Type Start End Responsible Date Ga New books Perpetual Peter Silva 17 04 2011 19 17 59 X Document main page After clicking on the icon t fill out the form and submit it to change the document publication period on that folder 65 Eikon Documents 2007 User s Guide CHANGE PUBLICATION OF BOOK RB 0032 IN NEW BOOKS Complete and submit the form WPermanente In cio El El T rmino CANCELLING A PUBLICATION After clicking on the con confirm the cancellation of the document publication on that folder HISTORY The software ensures complete traceability by logging all events encompassing e Access to documents conte
36. file following the previous example The user may now browse and submit the file replacement on the displayed form Note that a user cannot replace check in another user s checked out file 56 Eikon Documents 2007 User s Guide BOOK RB 0032 Aventuras de Di fanes pdf Inform edited file location and submit Wlcheck out for editing until 18 04 2011 Users Sergio Documents Compras Aventuras_de_Didfanes pdf After submitting the file replacement the existing check out will be automatically canceled unless that on the replacement form the user has entered a new check out target date RECOVERING ANY PREVIOUS INSTANCE OF A FILE When a file is replaced by a newer one through the CHECK OUT AND CHECK IN PROCESS the server software does not eliminate any file instance from the repository To start the recovery process of the previous file instance click on the command SHOW HISTORY located in the document s specific commands workspace dk Send tasks Show publications BOOK RB 0032 Show related documents Show history mma Files a Show tasks Generate report R Aventuras de Di fanes pdf Adobe Acrobat Document 39 kB EA peas Silva 2 x C Add content 8 04 2011 Attributes Change attributes Class Book Type Brazilian novels Number 0032 Title Aventuras de Di fanes After the presentation of the document s events history find the file replacement of interest and click on the file name The previous
37. folder name as in the following example Library Peter Silva Eikon Documents Document Names Received tasks Sent tasks New document Lists Publications Favorites History Logout PUBLICATIONS Ea Manufacturing EM Marketing 8d Planning Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright amp 1997 2010 Eikon Tecnologia Ltda All rights reserved The current content of the selected public folder will be displayed in accordance with the user access permissions Click on MARK FOLDER on the right side of the icon 2 located on the work space Library Peter Silva Eikon Documents Document Names lv Received tasks Sent tasks New document Lists Publications Favorites History Logout Mark Folder Generate report To lg NEW BOOKS 8 Up one level Class Name Version State Description Last update RB Mem rias p stumas de Braz Cubas 15 04 2011 A Book 0031 Released Machado de Assis 14 39 01 RB 14 05 2010 A Book 0021 Released Iracema Jos de Alencar 11 24 55 62 Eikon Documents 2007 User s Guide The icon E will be added to the right of the folder name confirming that the public folder has been selected to receive subsequent document linking Moreover the page header will now present a direct link to the folder page Library Peter Silva
38. il change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved CHANGING THE INTERFACE IDIOM TO PORTUGUESE Since Release 2 9 5 of the software any web interface user can choose between English and Portuguese Just click on the MUDAR PARA PORTUGU S link on the secondary menu as show in the figure below After clicking the link the user must login again to see the interface already in the new idiom Library Peter Silva Eikon Documents Document Names Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report EN RECEIVED TASKS Due 04 until 104 v Only not W Include Submit Due 10 04 2011 24 04 2011 Submit completed AUTO From Type Document Description State Status 18 04 2011 Librarian For your This is a very Book RB Mem rias p stumas de Braz Released information interesting book 0031 Cubas Machado de Assis Received tasks Sent tasks New document Lists Publication avorites History Logout Password change Email change Home page change f Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved To change back to English from the Portuguese web interface just click the link CHANGE TO ENGLISH 26 Eikon Documents 2007 User s Guide PRESENTING THE INTERFACE Once the softwa
39. ile to be uploaded To upload the selected files click on the SUBMIT button This may take some time as the uploading time depends on the size of the file s and on the connection bandwidth It is recommended that you wait for the completion of the operation before doing any other activity on the browser The document s page will be refreshed when the upload operation is completed 54 Eikon Documents 2007 User s Guide Received tasks Sent tasks New document Lists Publications Favorites History Logout Send tasks Show publications BOOK RB 0032 Show related documents Show history Files Show tasks AA Generate report R aventuras de Di fanes pdf Adobe Acrobat Document 39 kB O amp x Add content ie Change attributes Class Book Type Brazilian novels Number 0032 Title Aventuras de Di fanes Author Teresa Margarida de Silva e Orta State Registering MODIFYING THE CONTENTS OF A DOCUMENT The contents of a document may be modified by performing the following tasks e Check out a file for editing e Cancel the check out e Replacement of the checked out file check in e File deletion These features are available only to authorized users and documents whose STATE in their life cycle allows them to be edited FILE REPLACEMENT CHECK OUT On the document page click on the icon Z1 at the right side of the name of the file that will be replaced to start the check out procedure Check out buttom A mam Show publication
40. is automatically presented in the portal s work space area unless the user has chosen a different Home Page Document Names e Received tasks Sent tasks New document Lists Publications Favorites History Logout amp amp RECEIVED TASKS Due 10 04 2011 until 24 04 2011 W Only not 4 Include completed State Mem rias p stumas de Braz Cubas Released Machado de Assis From Type Document Description Status 18 04 2011 Librarian For your information This is a very interesting book Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved To access details of a received task click on the corresponding description text To access the document which the task refers to click on the text identifying it REGISTERING THAT A TASK HAS BEEN COMPLETED The task recipient once concluding the designed task shall click on SUBMIT button to inform the task sender Ifthe box Notify by e mail check box has been marked the task sender will also receive an e mail notification The task recipient might not accept the task Just select the option Task not accepted and click the SUBMIT button and the task sender will be notified The task recipient should also include a comment when registering tha
41. k each folder to any number of documents Each folder must have a unique name different from other folders names for the same user The user private folders are not visible by other users However the documents that are linked to those folders are still accessible by other users which may link them to their own folders See the following example wherein the user created a folder and linked three documents at his her sole discretion Received tasks Sent tasks New document Lists Publications Favorites History Logout 1 Mark Folder pg Change Folder ERE ONGOING WORK X Delete Folder Generate report Class Name Version State Description Last update RB PON E f 14 05 2010 A Book 0020 Released 0 Cemit rio dos Vivos Lima Barreto 11 24 55 RB Mem rias p stumas de Braz Cubas 15 04 2011 A Book 0031 Released Machado de Assis 14 39 01 Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved 18 Eikon Documents 2007 User s Guide DYNAMIC PRIVATE FOLDERS Dynamic private folders OR PRIVATE SMART FOLDERS represent dynamic collections of documents to be gathered automatically by the software when opening each folder based on the stored search criteria The private dynamic folders fit only to document classes for which the user has acce
42. letely independent from the storage system and the physical location of document files 15 Eikon Documents 2007 User s Guide Virtual folders are used by Eikon Documents to streamline the retrieval of frequently looked for documents Each stored document can be linked to one or more folders Those links do not imply any document copying links should be understood as alternative shortcuts to access a document Eliminating a link from one document to a particular folder has no effect on the actual document storage Folders are used as shortcuts for easy access to all documents relating to particular acts or facts of concern to users such as products projects clients processes etc Eikon Documents supports PUBLIC AND PRIVATE folders which can be STATIC OR DYNAMIC Public folders are the responsibility of the Application Administrator For the procedures for adding modifying and deleting public folders see the Administrator s Guide STATIC PUBLIC FOLDERS Public folders are organized in a hierarchical and unified structure and embody the interests of the entire community of users providing a unified view The visible contents of each folder linked documents change from user to user What each user may retrieve when opening any folder is determined by the corresponding permissions set for each document that is linked to that particular public folder Linking documents to public static folders is performed by authorized u
43. lic folder will be confirmed by displaying an updated list of publications of the document BOOK RB 0032 PUBLICATIONS Folder Type Start End Responsible Date E EB New books Perpetual Peter Silva 17 04 2011 19 17 59 X Document main page VERIFYING THE DOCUMENT PUBLICATIONS Click on the SHOW PUBLICATIONS menu located in the document commands area Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks O Link document BOOK RB 0032 Show related documents Files Show history Show tasks A A a Acr m a 20 kb amp Aventura de Di fanes pdf Adobe Acrobat Document 39 kB Generate report Attributes Class Book Type Brazilian novels Number 0032 Title Diophanes adventures Author Teresa Margarida de Silva e Orta State Released The list of document publications will be displayed on the work space BOOK RB 0032 PUBLICATIONS Folder Type Start End Responsible Date Ga Perpetual Peter Silva 17 04 2011 19 17 59 X Document main page 64 Eikon Documents 2007 User s Guide By clicking on any folder name on the document publications list the user will open up the corresponding folder page Library Peter Silva Eikon Documents ES New books DocumentNames lt Received tasks Sent tasks New document Lists Publications Favorites History Logout Unmark Folder Generate report gt sm Fe NEW BOOKS 5 Up one level Class Name Version State D
44. location to store it and how to name it Everything that the software user needs to do is identify their properties called attributes in the software parlance by filling in the form developed specifically for each document class CLASSES are collections of documents that share similar logical characteristics Examples drawings invoices letters etc See on next page the example of a new document filled form for the class BOOK to be inserted at state REGISTERING of the life cycle Eikon Documents 2007 User s Guide ADD BOOK REGISTERING Type Brazilian novels Number auto Title Mem rias p stumas de Braz Cubas Author Machado de Assis Submit Clear The above form is the result of the configurations set by the Application Administrator who established that each book should be identified by the grouping of the values for the attributes TYPE AND NUMBER which labels appear in bold In this case the value assigned for the attribute Number of each new document should be automatically generated by the software As soon as the attributes values have been sent to the server records will be added to the database thus beginning the life cycle of the new document The new document once created becomes available for retrieval by authorized users through the informed values of attributes Only users duly authorized by the Application Administrator will have permission to access create and modify its conten
45. ly replaced file download process will start immediately 57 Eikon Documents 2007 User s Guide Click on the replaced file name to recover this file instance BOOK RB 0032 HISTORY Added by Added in Last updated By Last updated Peter Silva 17 04 2011 14 16 37 Peter Silfa 17 04 2011 14 56 33 Events occurring from 10 04 2011 until 17 04 2011 Date Time Peter Silva Registering Aventuras de Di fanes pdf File checked out 17 04 2011 14 56 33 Peter Silva Registering Aventuras de Di fanes pdf File replaced 17 04 2011 14 56 33 Peter Silva Registering Aventuras de Di fanes pdf File checked out 17 04 2011 14 51 50 Peter Silva Registering Aventuras de Di fanes pdf Check out canceled 17 04 2011 14 46 50 Peter Silva Registering Aventuras de Di fanes pdf File checked out 17 04 2011 14 43 54 Peter Silva Registering Aventuras de Di fanes pdf File added 17 04 2011 14 43 54 Peter Silva Registering Document added 17 04 2011 14 16 37 Document main page EDITING THE FILE NAME Click on the icon located just to the right side of the file name to be changed Note that a user cannot change name of files checked out by other users R 4 Send tasks Click this button to rename the file Show publications BOOK RB 0032 Show related documents Show history Show tasks Peter Sil Generate report ne gt e Ve me R amp Aventuras de Di fanes pdf Adobe Acrobat Document 39 kB x 18 appa e x O Add conte
46. nt Attributes Change attributes Class Book Type Brazilian novels Number 0032 Fill in the displayed form to change the filename BOOK RB 0032 Aventuras_de_Di fanes pdf New file name Aventura de Di fanes pdf DELETING A FILE Click on the icon A at the right side on the line of the file that is going to be deleted 58 Eikon Documents 2007 User s Guide Click this icon to delete the file ff Send tasks Show publications Show related documents BOOK RB 0032 Files Show history Show tasks ed Generate report R amp Aventura de Di fanes pdf Adobe Acrobat Document 39 kB EA er Seep amp C Add content rere Change attributes Class Book Type Brazilian novels nanan The file will be deleted after confirmation Mensagem da pagina da web 1 Confirm deletion of file Aventura de Di fanes pdf Note that a user cannot delete files checked out by other users EDITING THE DOCUMENT ATTRIBUTES Click on CHANGE ATTRIBUTES on the left side of the icon located at the document s page command area to start the procedure for changing the values of attributes of the document by submitting a form This feature is only available for documents whose status in their life cycle allows editing and of course only to authorized users Values of attributes that ARE PART OF THE DOCUMENT NAME OR DOCUMENT VERSION cannot be changed and are not presented on the attributes editing form See the following example
47. nts e Change of documents metadata e Change of documents contents USER EVENTS Click on the HISTORY menu to view the user events during a given period of time The list of events involving the user during a given period will be displayed on the work space Change the start and or end date and click SUBMIT to change the viewing period 66 Eikon Documents 2007 User s Guide Library Peter Silva Eikon Documents a New books Document Names Received tasks Sent tasks New document Lists Publications Favorites Logout Generate report Excel Generate report Html HISTORY Class Name Version State File Event Date Time Roce d released ae Book Bic Registering Attributes changed pit Book poe Registering Aventura de Didfanes pdf Check out canceled a Book bans Registering Aventura de Di fanes pdf File renamed se ine Es The user can directly obtain the details of the listed documents by clicking on the corresponding icons DOCUMENT EVENTS Click on the command SHOW HISTORY located at the specific document s command area to view the events during a particular period as shown below Note that this feature is only available to users who have full permission for the current state of the document The list of events involving the document during a given period of time will be displayed on the work space Change the start and or end date and click on SUBMIT to change the viewing period 67 Eikon Documen
48. o Class of service 862 PLC Originator code RKO ROCKWELL Sequential number 001 Revision A Status Para comentarios For comments Discipline Instrumenta o Instrumentation a e Cronograma de Montagem e Fabrica o Assembly and Manufacturing schedule Document title After clicking on the SUBMIT button the records corresponding to the new document will be created and the new document version page will be presented 52 Eikon Documents 2007 User s Guide ADDING CONTENT TO A DOCUMENT Adding content to a document means adding one or more files at the same time This feature is only available for documents whose state in its life cycle allows EDITING and only to users with FULL permission To add one or more files click ADD CONTENT to the right side of the icon 7 located in the specific document commands area Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks Show publications BOOK RB 0032 Show related documents Show history Files Show tasks Attributes Generate report Add content content Class Book D Type Brazilian novels Change attributes Number 0032 X Delete document Title Aventuras de Di fanes gt Release Author Teresa Margarida de Silva e Orta State Registering After executing the command the portal will display a form like this one Received tasks Sent tasks New document Lists Publications Favorites History Logout
49. ortal to the organization documents through a familiar interface for Web users The Eikon Documents standard web interface implements a unified access portal for all organization controlled documents After the Server software validates her login information the user initiates her work session accessing her specific work environment automatically formatted for her Eikon Documents WEB user interface can be extended through specific customizations for each ECM EDM application For more information about specific implementations please contact your Application Administrator CHOOSING YOUR HOME PAGE Each user can define which should be her Home Page in Eikon Documents choosing among Received Tasks Sent Tasks History Publications Favorites or Lists The image below presents a user portal where Received Tasks was set as Home Page 25 Eikon Documents 2007 User s Guide Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report A RECEIVED TASKS Due 10 04 201 until 104 2011 v Only not 7 Include Due 10 04 2011 24 04 201 completed AUTO From Type Document Description State Status 18 04 2011 Librarian For your This is a very Book RB Mem rias p stumas de Braz Released information interesting book 0031 Cubas Machado de Assis Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Ema
50. ranklin Tavora 0 o_cabeleira pdf PE o ae 397 O Cemit rio dos Vivos Lima Barreto o amp o cemiterio dos vivos rtf kB 13 Eikon Documents 2007 User s Guide SENDING AND RECEIVING TASKS Tasks streamline shared processes collaboration and the distribution of documents All users can submit tasks associated with authorized documents and assign it to other users who share equivalent permissions The tasks in the Eikon Documents Object Model comply with the following characteristics e One Document every task relates only to a single document e Sender Recipient every task has a single sender and a single receiver However with a single click in the web interface any user can send multiple identical tasks to multiple recipients e Due Date every task is associated with a deadline e Description every task contains a text describing the activities which the sender expects the recipient to accomplish e Type every task fit in to one of the following types we For your information simply informative task about the document we Action required the sender requires the recipient to perform a change of document state and or to modify the attributes values or file contents of the document e Notify by e mail should the software send or not an email to the recipient about the task On the notification e mail the recipient receives an internet address URL of the document involved a link that can onl
51. re The SOFTWARE WEB INTERFACE BEHAVES DIFFERENTLY FOR EACH USER and the content displayed is automatically formatted by the software at the beginning of each working session Such content may change when changes occur in the settings established by the APPLICATION ADMINISTRATOR In the context of this guide the Application Administrator is to be understood as the professional or professionals responsible for the organization ECM EDM applications Eikon Documents 2007 User s Guide The purpose of this guide is to explain how the software standard web interface can be used You might start by reading Chapter 2 which introduces the basic concepts of the software product Chapter 3 describes how to use the web interface Eikon Documents 2007 User s Guide BASIC CONCEPTS Main functionalities The concept of a document Controlling user access Using folders as shortcuts to documents Automated document lists Performing a quick search Searching for file content Assigning tasks Associating documents WHAT EIKON DOCUMENTS DOES Eikon Documents automates all important tasks related to the safe storage and retrieval of enterprise digital documents The most important of those tasks perhaps is the complete elimination of the need to know the name of every document file that needs to be retrieved and where it is actually stored Any user using the software may create a new document and never need to worry about the physical
52. re is installed Eikon Documents standard Web interface becomes available through intranet or extranet CUSTOMIZATION Since release 2 8 of the software the web interface can be customized in many ways changing its looks and feel but preserving its structure and content Customization can be done either during the software installation or thereafter Mt n mn Specially terms like public private static dynamic and lists can be changed for others more adherent to the company s business characteristics In this user guide the following changes were used Original term Term used Public folders Publications Private folders Favorites Static folder Folder Dynamic folder Search Lists Lists 27 Eikon Documents 2007 User s Guide FORMAT The portal window is divided in three main areas main menu work space and secondary menu Library Peter Silva Eikon Documents Document Names Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report WORK SPACE A RECEIVED TASKS D til 7 Only not Includ Due 10 04 2011 until 24 04 2011 u nly no nclude completed AUTO From Type Document Description State Status 18 04 2011 Librarian For your This is a very Book RB Mem rias p stumas de Braz Released information interesting book 0031 Cubas Machado de Assis Received tasks Sent tasks
53. s BOOK RB 0032 Show related documents Show history Show tasks Generate report amp aventuras de Di fanes pdf Adobe Acrobat Document 39kB a x Add content Attributes Change attributes Class Book X Delete document Type Brazilian novels gt Rel Number 0032 55 Eikon Documents 2007 User s Guide After clicking on the icon the portal will ask for an expected file s check in date as the following example BOOK RB 0032 Aventuras_de_Di fanes pdf Check out for editing until 19 04 2011 E Check Out After the submission of the check in estimated date the document s page will be refreshed Note that as long as there are any checked out files the document cannot change state or be deleted W Send tasks Cancel check out buttom Check in buttom Show publications BOOK RB 0032 Show related documents Show history Show tasks AA Generate report R Aventuras de Di fanes pdf Adobe Acrobat Document 39 kB rio sud JE AX DC Add content Attributes Change attributes Class Book Type Brazilian novels Number 0032 Title Aventuras de Di fanes CANCELLING A FILE CHECK OUT Click on the icon at the right side of the checked out file name such as the above example The check out will be immediately cancelled Note that the user cannot cancel the file check out performed by other users REPLACING THE CHECKED OUT FILE To perform a file check in click on the icon amp at the right side of the checked out
54. sers and the same document can be PUBLISHED inked in more than one public static folder Each publication can be made on a permanent or temporary basis See the following example Received tasks Sent tasks New document Lists Publications Favorites History Logout gt Mark Folder o Generate report gad NEW BOOKS 43 Up one level Class Name Version State Description Last update RB Mem rias p stumas de Braz Cubas 15 04 2011 a Book 0031 Released Machado de Assis 14 39 01 RB A 14 05 2010 A Book 0021 Released Iracema Jos de Alencar 11 24 55 16 Eikon Documents 2007 User s Guide DYNAMIC PUBLIC FOLDERS Dynamic public folders OR SMART PUBLIC FOLDERS represent dynamic collections of documents automatically gathered by the software at each opening of that kind of folder based on the stored folder SEARCH PARAMETERS Dynamic public folders are created and maintained by the Applications Administrator and regular users can only access those that fit into the document classes for which the user has access permissions Documents are only presented if their current life cycle state has the procedure parameter CAN PUBLISH set as TRUE by the Application Administrator Search Document Names Received tasks Sent tasks New document Lists Publications Favorites History Logout PUBLICATIONS B Library om g By author B By type Book Brazilian novels pee Book Brazilian tales pee Book Other em ES New books m e EE Manuf
55. ss permissions The user must define a different name for each private dynamic folder belonging to any particular document class and can create as many folders as desired The following example shows the result of opening the private dynamic folder NOVELS OF MACHADO DE ASSIS AND LIMA BARRETO This folder was created by the user to collect automatically all documents within the BOOK document class of this particular kind and written by both cited authors Received tasks Sent tasks New document Lists Publications Favorites History Logout Show parameters Change parameters ie BOOK NOVELS OF MACHADO DE ASSIS AND LIMA BARRETO X Delete Search Generate report Class Name Version State Description Last update on pot E A Book Paca Released O Cemit rio dos Vivos Lima Barreto ee A Book be Released Clara dos Anjos Lima Barreto ee Aa Book E Released Os Bruzudangas Lima Barreto eta A Book piss Released lai Garcia Machado de Assis sry R Book go Releases Memeras Y tia A Book n Released Dom Casmurro Machado de Assis teta Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved 19 Eikon Documents 2007 User s Guide DOCUMENT LISTS The software web interface presents lists of documents organized by class and life cycle states S
56. t the task has been completed In case the document for whatsoever reason is no longer available for access by the task recipient select the option Document unavailable and click the SUBMIT button to notify the task sender 36 Eikon Documents 2007 User s Guide TASK Librarian Peter Silva For your information 17 04 2011 11 44 22 18 04 2011 This is a very interesting book Yes No Book RB 0031 Mem rias p stumas de Braz Cubas Machado de Assis Please enter the task response and submit Status Task completed Y Notify by email hank you for the tip I will read it as soon as possible SEARCHING AND RETRIEVING PUBLISHED DOCUMENTS Published documents are documents linked to static or dynamic public folders Publishing in static public folders may be temporary or permanent Publishing a document in static or dynamic public folders depends on a prior enabling by the Application Administrator of the operational procedure PUBLICATION for the current state of each linked document LINKING DOCUMENTS to public dynamic folders is done automatically through the match between the dynamic folder search parameters and the documents attributes Locating documents linked to public folders is done navigating the public folders hierarchy which is defined and set by the Application Administrator 37 Eikon Documents 2007 User s Guide To begin to navigate in the public folders hierarchy click on the m
57. tarting on Release 2 9 5 of the software users of the web interface without having to use folders can straightforwardly access all the authorized documents by simply consulting lists constructed by classes and their life cycle states Library Peter Silva Eikon Documents Document Names A Received tasks Sent tasks New document Lists Publications Favorites History Logout DOCUMENT LISTS BY CLASS STATE Book Registering Released Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved Note that the user will only be able to access lists of document classes and states for which the user has access rights To access the document list of interest simply click on the desired link Clicking the name of a document class we obtain all authorized documents in that class By clicking the name of a state what is acquired are only authorized documents in that state 20 Eikon Documents 2007 User s Guide DOCUMENT LIST OF CLASS BOOK Filter Document name by 2 nex Class Name Vers Book Pi R Book E A Book rion Book 2104 Book anne DOCUMENT LIST OF CLASS BOOK AT STATE RELEASED Bz Next Class A Book A R Book A Book A Book a Daal Name CB 0001 version CB 0002 FHB 00
58. tasks New document Lists Publications Favorites History Logout Show parameters SN Change parameters ME BOOK BRAZILIAN TALES X Delete Search Generate report Class Name Version State Description Last update R Book CB 0002 Released Nova Calif rnia Lima Barreto 08 04 2011 10 56 52 A Book CB 0001 Released 0 Alienista Machado de Assis 15 12 2010 09 55 05 FORM TO CREATE A NEW DYNAMIC PRIVATE FOLDER To create a new dynamic folder you must define a name and the search criteria for it Once created documents that satisfy the search criteria will be automatically listed every time the folder is opened You may anytime repeat the search for documents that satisfy the search criteria just by clicking the desired folder name in the menu To set each search criteria follow this procedure 1 Inthe line corresponding to the chosen attribute select the desired OPERATION among options available 2 Inthe line corresponding to the chosen attribute set the desired attribute VALUE 3 Inthe line corresponding to the chosen attribute click the OR or AND buttons to add the new parameter to the search criteria Search criteria will be updated by your browser reflecting your input Click on CLEAR to re initiate the whole process again When you conclude the search criteria definition just inform a text to identify the new folder and click the SUBMIT button 40 Eikon Documents 2007 User s Guide Equal to Attribute value must
59. the task page Clicking the document title class name version presents the document page DocumentNames x Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report rN SENT TASKS Due 49 04 2011 until 24 04 2011 Y Only not E Include Submit from AUTO mi completed Status Document Description State 18 04 2011 Librarian For your Is there any new edition of Book RB O Cemit rio dos Vivos Lima Released information this book 0020 Barreto 18 04 2011 Thomaz For your Is there any new edition of Book RB O Cemit rio dos Vivos Lima Released Ayres information this book Barreto Received tasks Sent tasks New document Lists Publications Favorites History Logout Password change Email change Home page change Mudar para Portugu s User Guide Links Copyright 1997 2010 Eikon Tecnologia Ltda All rights reserved TASK Peter Silva Librarian For your information 17 04 2011 12 34 25 18 04 2011 Is there any new edition of this book Yes No Book RB 0020 O Cemit rio dos Vivos Lima Barreto The sender of a task can cancel it only if the recipient has not yet posted a reply 35 Eikon Documents 2007 User s Guide RECEIVING TASKS The received tasks list may be accessed by clicking the menu RECEIVED TASKS Please note that at the beginning of every work session the received tasks list
60. ts WHAT IS A DOCUMENT A document is the BASIC UNIT OF INFORMATION of interest to an organization In the Object Model implemented by the Eikon Documents software a document is formed by its contents files and its metadata attributes Take the example of a document of the BOOK class viewed through the web interface BOOK RB 0031 Files amp Mem rias P stumas de Braz Cubas pdf Adobe Acrobat Document 413 kB Zf x Attributes Class Book Type Brazilian novels Number 0031 Title Mem rias p stumas de Braz Cubas Author Machado de Assis State Registering 10 Eikon Documents 2007 User s Guide CONTENTS The document contents may consist of ZERO ONE OR MORE FILES These files are created viewed annotated or modified by specific programs outside of the scope of the Eikon Documents software Eikon Documents applications may include integration with content authoring tools Contents examples letters and specifications produced by word processors financial plans made using spreadsheet software CAD drawings scanned paper documents digital photos MP3 music files etc METADATA Metadata is data about other data The metadata of an Eikon Documents document includes attribute values following the rules established by the Application Administrator for its respective document class It also includes other attributes created and maintained automatically by the software like document class identification document n
61. ts links will be done to the marked folder In addition all documents inserted after the marking will be automatically linked to the marked folder The mark is valid only during the current work session While the folder remains marked it will be displayed in the main menu Note all documents that are linked to a selected folder are available to be associated to other documents To mark a folder the user must open the folder and then click MARK FOLDER next to icon on the work space 43 Eikon Documents 2007 User s Guide Received tasks Sent tasks New document Lists Publications Favorites History Logout YY Mark Folder Change Folder X Delete Folder E ONGOING WORK Generate report Class Name Version State Description Last update RB o 14 05 2010 Book 0020 Released O Cemit rio dos Vivos Lima Barreto 11 24 55 X RB Mem rias p stumas de Braz Cubas 15 04 2011 Book 9933 Released Machado de Assis 14 39 01 See the result of marking the folder from the previous example when updating the page Library Peter Silva Eikon Documents O Ongoing work DocumentNames Received tasks Sent tasks New document Lists Publications Favorites History Logout Generate report J ONGOING work s Class Name Version State Description Last update RB re a 14 05 2010 Book 0020 Released O Cemit rio dos Vivos Lima Barreto 11 24 55 X RB Mem rias p stumas de Braz Cubas 15 04 2011 amp Book 0031 Released
62. ts 2007 User s Guide Received tasks Sent tasks New document Lists Publications Favorites History Logout 4 Send tasks Q Link document BOOK RB 0032 Show publications Show related documents Files Show tasks amp Aventura de Di fanes pdf Adobe Acrobat Document 39 kB Generate teapot Attributes Class Book Type Brazilian novels Number 0032 Title Diophanes adventures Author Teresa Margarida de Silva e Orta State Released BOOK RB 0032 HISTORY Added in 17 04 2011 14 16 37 Added by Last updated by Last updated Peter Silva 17 04 2011 19 04 17 Peter Silva Events occurring from 10 04 2011 until 17 04 2011 User State File Event Date Time Peter Silva Released Document state changed 17 04 2011 19 04 17 Peter Silva Registering Attributes changed 17 04 2011 19 00 58 Peter Silva Registering Aventura de Di fanes pdf Check out canceled 17 04 2011 18 56 07 Peter Silva Registering Aventura de Di fanes pdf File renamed 17 04 2011 18 52 46 Peter Silva Registering Aventuras de Di fanes pdf File checked out 17 04 2011 14 56 33 Peter Silva Registering Aventuras de Di fanes pdf File replaced 17 04 2011 14 56 33 Peter Silva Registering Aventuras de Di fanes pdf File checked out 17 04 2011 14 51 50 Peter Silva Registering Aventuras de Di fanes pdf Check out canceled 17 04 2011 14 46 50 Peter Silva Registering Aventuras de Di fanes pdf File checked out 17 04 2011 14 43 54 Peter Silva Registering Aventuras de Di fanes pdf File a
63. tween any document and other documents previously selected The prerequisite is that the user should have full permission to the current state of the document being referenced In the figure below the user can see if there are any other documents associated to the document that is presented on the screen Received tasks Sent tasks New document Lists Publications Favorites History Logout dk Send tasks Show publications BOOK RB 0020 Show related documents Show history Files Show tasks Generate report amp o cemiterio dos vivos rtf Formato Rich Text RTF 397 kB amp o cemiterio dos vivos zip Zip 128 kB Attributes Class Book Type Brazilian novels Number 0020 Title O Cemit rio dos Vivos Author Lima Barreto State Released Received tasks Sent tasks New document Lists Publications Favorites History Logout BOOK RB 0020 RELATED DOCUMENTS Class Name Version State Description Last update RB Mem rias p stumas de Braz Cubas Machado de MESA Book 0031 Released patera 15 04 2011 14 39 01 X Document main page 23 Eikon Documents 2007 User s Guide The user can find out the motive behind any particular association by clicking the on the icon E A pagina em www elkondocuments com says This association was created by user Peter Silva on 15 04 2011 because Ongoing work 24 Eikon Documents 2007 User s Guide USING THE WEB INTERFACE The web interface is the unified access p
64. y be accessed after the user is authenticated and actual user access permissions are verified Senders at the discretion of recipients can also be notified by e mail when tasks have been completed In the example shown below the user is assigning tasks informing another user about her enthusiasm for a specific book 14 Eikon Documents 2007 User s Guide BOOK RB 0021 SEND TASKS Type For your information Notify by email Y Due 16 04 2011 This is a very interesting book about the indigineous people of Brazil Task description Administrador Biblioteca Administrador Peter Silva Enterprise Y Thomaz Ayres Bibliotecario Submit Check alll Uncheck all Document main page AUTOMATIC ASSIGNMENT OF TASKS Since Release 2 9 5 of the software the Application Administrator can use the ADVANCED SETTINGS features in order to schedule the automatic assignment of tasks under certain circumstances such as e Insertion of new document e Document attributes have changed e Document contents have changed e Document state have changed performing state transition actions Automated tasks may embrace e mail notification and the Application Administrator may set the default time span IN DAYS that the recipient has to perform each task sent automatically VIRTUAL FOLDERS Users can create virtual folders for easy document retrieval Virtual folders are comp

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