Difference between revisions of "User Guide"
From OpenKM Documentation
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− | OpenKM is a tool to manage documents generated within a company, to improve access within the whole corporate environment and to | + | OpenKM is a tool to manage documents generated within a company, to improve access within the whole corporate environment and to endeavor to keep in check the unnecessary duplication of information. |
OpenKM provides the solution to: | OpenKM provides the solution to: | ||
Line 9: | Line 9: | ||
* Reduce time and resources used in locating information | * Reduce time and resources used in locating information | ||
* Avoid knowledge leaks or wrongful access by users, thereby complying with the obligations set out in the LOPD (Spanish Data Protection Law) | * Avoid knowledge leaks or wrongful access by users, thereby complying with the obligations set out in the LOPD (Spanish Data Protection Law) | ||
− | * Restrict non- | + | * Restrict non-authorized users access to the information. |
Through the OpenKM system, relevant and useful information can be accessed and found in the least possible time to resolve problems and make decisions. | Through the OpenKM system, relevant and useful information can be accessed and found in the least possible time to resolve problems and make decisions. | ||
− | OpenKM helps to improve | + | OpenKM helps to improve corporation processes, integrating common tasks (and interrelated tasks) into one single tool and permitting the different departments of the organization controlled and supervised parametrizable access to the information. |
* [[System access]] | * [[System access]] | ||
Line 30: | Line 30: | ||
** [[Create folder]] | ** [[Create folder]] | ||
** [[Find folder]] | ** [[Find folder]] | ||
+ | ** [[Find document]] | ||
+ | ** [[Find similar documents]] | ||
** [[Inserting documents]] | ** [[Inserting documents]] | ||
** [[Wizard]] | ** [[Wizard]] | ||
Line 40: | Line 42: | ||
** [[Keyword shortcuts]] | ** [[Keyword shortcuts]] | ||
** [[Uploading from desktop computer]] | ** [[Uploading from desktop computer]] | ||
+ | * Specific operation with folders | ||
+ | ** [[Folder Style]] | ||
* Specific operations with documents | * Specific operations with documents | ||
** [[Document edit]] (check-out) | ** [[Document edit]] (check-out) | ||
Line 53: | Line 57: | ||
** [[Copy to clipboard]] | ** [[Copy to clipboard]] | ||
** [[Send document as attachment]] | ** [[Send document as attachment]] | ||
+ | ** [[OCR data capture]] | ||
+ | ** [[OMR data capture]] | ||
+ | ** [[Convert]] | ||
+ | ** [[Merge Files]] | ||
+ | * Massive operations with several documents, folders and mails | ||
+ | ** [[Fast select and unselect]] | ||
+ | ** [[Massive delete]] | ||
+ | ** [[Massive move]] | ||
+ | ** [[Massive copy]] | ||
+ | ** [[Massive add note]] | ||
+ | ** [[Massive add category]] | ||
+ | ** [[Massive add keyword]] | ||
+ | ** [[Massive property group]] | ||
+ | * [[Extra columns]] | ||
+ | * [[Pagination]] | ||
+ | * [[Application splitters resize]] | ||
+ | * [[History]] | ||
* [[Categories]] | * [[Categories]] | ||
+ | * [[Metadata view]] | ||
* [[Thesaurus view]] | * [[Thesaurus view]] | ||
* [[My documents]] | * [[My documents]] | ||
Line 62: | Line 84: | ||
* [[Security]] | * [[Security]] | ||
* [[Search]] | * [[Search]] | ||
+ | ** [[Fast search]] | ||
+ | ** [[Making a search]] | ||
+ | ** [[Executing a stored query]] | ||
+ | ** [[Deleting a stored query]] | ||
+ | ** [[Opening the location of a document]] | ||
+ | ** [[Opening the location of a folder]] | ||
+ | ** [[Save as a user news]] | ||
* [[Dashboard]] | * [[Dashboard]] | ||
* [[Notification service]] | * [[Notification service]] | ||
Line 79: | Line 108: | ||
** [[PowerPoint Addin]] | ** [[PowerPoint Addin]] | ||
* [[OpenOffice.org Add-on]] | * [[OpenOffice.org Add-on]] | ||
− | * | + | * Community extension |
− | |||
− | |||
− | |||
** [[Downloading restricted buttons]] | ** [[Downloading restricted buttons]] | ||
− | ** [[Stamp]] Image or Text Watermark | + | ** [[Dropbox]] |
− | ** [[ | + | ** [[Joomla explorer]] |
− | ** [[ | + | ** [[Macros]] |
− | ** [[ | + | ** [[OpenMeetings]] |
− | ** [[ | + | ** [[Zoho Docs]] |
− | ** [[ | + | |
+ | == Apps == | ||
+ | * [[Desktop sync]] | ||
+ | * [[Digital Signature Client]] | ||
+ | * [[Scanner Client]] | ||
+ | |||
+ | == Professional extensions == | ||
+ | * [[Activity Log]] | ||
+ | * [[AutoCAD Preview]] | ||
+ | * [[Contacts]] | ||
+ | * [[Cryptography]] | ||
+ | * [[DICOM Preview]] | ||
+ | * [[Digital Signature]] | ||
+ | * [[Digital Signature Viewer]] | ||
+ | * [[Document Expiration]] | ||
+ | * [[ExtraTab]] | ||
+ | * [[Forum]] | ||
+ | * [[Google Contacts]] | ||
+ | * [[Google Docs]] | ||
+ | * [[HTML Editor]] | ||
+ | * [[Live Edit]] | ||
+ | * [[Messaging]] | ||
+ | * [[Stamp]] Image or Text Watermark | ||
+ | * [[Stapling]] | ||
+ | * [[Wiki]] | ||
+ | * [[Workflow Document Info]] | ||
+ | * [[Menu options]] | ||
+ | * [[External Preview]] | ||
+ | * [[External Tab Document]] | ||
+ | * [[External Tab Folder]] | ||
+ | * [[External Tab Mail]] | ||
+ | * [[External tab Record]] | ||
+ | |||
+ | == Professional features == | ||
+ | * [[Task Manager]] | ||
+ | * [[Calendar]] | ||
+ | * [[Wordpress publication]] | ||
+ | * [[Joomla publication]] | ||
[[Category: User Guide]] | [[Category: User Guide]] |
Latest revision as of 19:08, 2 November 2014
OpenKM is a tool to manage documents generated within a company, to improve access within the whole corporate environment and to endeavor to keep in check the unnecessary duplication of information.
OpenKM provides the solution to:
- Control the growing volume of information to be managed
- End the diversification of information storage sources
- Prevent the duplication of information
- Obtain valid information through the control of document versions
- Reduce time and resources used in locating information
- Avoid knowledge leaks or wrongful access by users, thereby complying with the obligations set out in the LOPD (Spanish Data Protection Law)
- Restrict non-authorized users access to the information.
Through the OpenKM system, relevant and useful information can be accessed and found in the least possible time to resolve problems and make decisions.
OpenKM helps to improve corporation processes, integrating common tasks (and interrelated tasks) into one single tool and permitting the different departments of the organization controlled and supervised parametrizable access to the information.
- System access
- User interface
- Basic operations with documents and folders
- Specific operation with folders
- Specific operations with documents
- Document edit (check-out)
- Cancel edit (cancel check-out)
- Update a file (check-in)
- Lock
- Unlock
- Downloading a document
- Adding a metadata to a document (property group)
- Deleting a metadata from a document (property group)
- Adding keywords
- Adding categories
- Copy to clipboard
- Send document as attachment
- OCR data capture
- OMR data capture
- Convert
- Merge Files
- Massive operations with several documents, folders and mails
- Extra columns
- Pagination
- Application splitters resize
- History
- Categories
- Metadata view
- Thesaurus view
- My documents
- Templates
- Trash
- Using information
- Security
- Search
- Dashboard
- Notification service
- Subscription service
- Starting a Workflow
- Workflow pending task
- User configuration
- System tools
- Using iPhone or Android
- Help
- Microsoft Office Addin
- OpenOffice.org Add-on
- Community extension
Apps
Professional extensions
- Activity Log
- AutoCAD Preview
- Contacts
- Cryptography
- DICOM Preview
- Digital Signature
- Digital Signature Viewer
- Document Expiration
- ExtraTab
- Forum
- Google Contacts
- Google Docs
- HTML Editor
- Live Edit
- Messaging
- Stamp Image or Text Watermark
- Stapling
- Wiki
- Workflow Document Info
- Menu options
- External Preview
- External Tab Document
- External Tab Folder
- External Tab Mail
- External tab Record