The document manager is one of the modules of Process Manager. You can view the document manager under the Documents tab in Process Manager.
See Process Manager tabs.
See Opening Process Manager.
The document manager contains a document repository that lets you manage files. You can add simple and advanced files, search for files, and download files.
The Documents tab may not be available to you if you do not have permissions to use it. Contact your Process Manager administrator about permissions.
Document management contains the following key features:
The ability to set permissions at both the category and individual document level.
The ability to add simple documents. This type of document does not contain versioning information and can be searched for by name only.
The ability to add advanced documents. Advanced documents contain versioning information and can be customized with keywords for advanced search.
The ability to add messages to the Documents page. The messages inform a set of users that a document is expected from them by a certain date.
The ability to add the type of document that the user needs to add. Documents are not restricted to a set of defined types.
A name search as well as an advanced keyword search for finding documents.
The ability to set up a nested category hierarchy to better organize documents and make them easier for users to find.
The ability to email documents.
The ability to edit existing documents.
The ability to add additional versions of documents, and to display version and document history.
The ability to download documents and download .zip files of documents.
See About the Documents page.
See Process Manager master settings
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