Document
Here you’ll find guides and articles to help you work with documents in the system – for example, how to create, edit, and publish documents.
Category Settings
- Create and Manage Categories
- Inheritance of Category Settings
- Grant users the ability to approve and publish documents
- Settings to Manage the Revision of Your Documents
- How to Manage Revisions for Individual Documents
- Manage access to documents through category settings.
- The Concerns and Reading Receipt Settings
- How to manage Concerns and reading receipt per documents.
- Category Setting – Company Information
Settings
- Managing documents for a Group of employees.
- Create Revision Groups in Documents
- Tags improve the searchability of your documents
- Extra Fields provide the ability to enhance a document’s searchability.
- Required Fields for published documents
- Locked Fields on Published Documents
- Default Fields in Documents – Query Builder
- Advanced Settings
- Export Your Documents and Processes from AM System
- Where to create Header/Footer in a text document
Manage editions and revise documents
- Creating a Text Document, Publishing, and Creating a New Edition
- Preview printouts before publishing
- Compare Editions in Text Documents
- How to revert to a previous version of a document
- Revise Documents
Working with Documents
- What is placed under My Documents
- Is your process map not appearing in the correct position during review or printing?
- Creating Links in Text Documents
- Inserting a Table of Contents in Text Documents
- Table Management
- How to use table headers in text documents
- Notify relevant users and alert users about specific documents.
- How the Share/Collaborate function works
- How the Send for Review function works.
- Share Documents Publicly
- Attach File, Relate to Document and Case in Text Document
- Delete or rename an attached file
- How to link the user to the My Cases or My Documents section
- Working with Templates in AM System
- How to Create a Header in Text and Layout Documents
- Link to a published Document
Search - Query Builder
FAQ
- Why can I not see certain categories in the Navigation Structure despite supposedly having access according to the category settings?
- Some of our users receive a large number of notifications when, for example, someone revises our documents. Why is that, and can they be turned off?
- Is it possible to insert videos into a document in some way?
- Is there a function in the document module to export a list of all documents?
- How can I find all documents whose revision time has passed?
- Where can you see what has changed in a version?
- How do I delete a Bundle?
- Why do attachments sometimes get stuck during upload in a Document and not follow along when the Document is saved? Are there any limitations on the number or size of attachments?