What is the DMS

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What is the DMS?

• DMS 2.0 is a sophisticated Document Management
  System designed to store files and folders
• Multiple login system ensures secure access to
  information

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• Customizable Login page

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• Welcome Page
• The first page the user sees when they log on
  to the DMS from the Front End.
• Introduction page updateable by administrator,
  may give a description of the intranet and its
  contents.
• Look and feel is customizable

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• Browse Categories - This feature allows you to
  browse the categories that are in the system in a
  tree format.

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• Document Categories - This feature allows you to
  browse through the available categories in a
  listing format.

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• Listed are the documents category contents.
• Click on each category to see individual details.

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• Search - This feature allows you to search for
  documents by keyword

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• New Documents - This feature allows you to view
  the recently added documents. The number of days
  a document is considered recent is set from the
  back end.

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• Most frequently viewed documents are referred to
  as Hot Docs

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DMS 2.0

• Admin Section Functionality

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• Secure Login Access for DMS administrator

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• Manage Documents
• Add/edit and remove documents from the system.
• Displayed will be a list of existing documents
  that have been added to the system.

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• To add a new document select the "Add A New
  Document ."

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• A form will be displayed. Complete each section
  of the form.
• When you have completed all of the information
  required by the form, click the " save changes "
  button.
• The page will update and the document list will
  be displayed again.

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• Select the " edit " button to found to the right
  hand side of the document title shown in the
  document list of the document you wish to edit.
• When completed your edits, select the " save
  changes " button and the document details will be
  updated.

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To delete a document select the delete button
found to the right-hand side of the document
title you wish to delete.
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• Categories are used to organize your documents
  into their respective folders. You can create
  categories as well as sub-categories within
  folders.
• To access the folder manager, select " Manage
  Categories ". The folder list will be displayed.
  

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• To add a new category, select the "Add New
  Category" button.
• A form will be displayed. Complete the form by
  assigning a category name, and description.

• The display order sorts your categories
  alphabetically.

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• To add a sub-category to an already existing
  category select the " Add Sub-Category " button.
• When you have completed the form, select save
  changes to create the entry.

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• A map of all categories.

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• To edit content, select the " Manage Web Page "
  option from the main menu of the admin. A list of
  the content titles will be displayed.
• This content is displayed in the front-end known
  as the user display.
• Select the edit button found to the right-hand
  side of the page or the component title you wish
  to edit.

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• This function allows the user to create groups
  that will be using the DMS.
• Click on the Edit Icon or the group to edit or
  add categories to a group.

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• A screen will appear that you can assign
  categories to the group.
• This allows complete control over categories the
  user has access to.
• After assigning categories to the group click on
  Modify Group

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• This function allows user to edit information on
  the user.
• Click on the user to edit material.

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• Type in the User Name
• Assign the group you want them to have access
  to.
• By typing in their email address, username and
  password you ensure only that particular user
  will have access to the specific categories

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• System Options is where you will find settings
  for the DMS system.
• You may set the number of days for which newly
  added documents will be displayed on the New
  Additions page of the DMS system.
• After making a change hit the Change button on
  the right.

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• Choose if you want to show hot documents to
  viewer.
• Set Multiple Login (DISABLING THIS FEATURE
  WILL DEACTIVATE THE TRACKING OF THE USER AND THE
  GROUP)
• Set the order the categories will be displayed
  on the category tree.
• Set the colors displayed in the Front End

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• Set or change login information including login
  ID and password

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• A complete storage overview of the DMS v 2.0
  system

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• Statistics on the number of viewers each
  document has and the number of times it has been
  downloaded

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• Number of viewer each category has.

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• User Activity
• Weekly and Monthly statistics on user activity.
• The number indicated (a/b) shows the (no of
  login/no of documents viewed).
• The historical data is kept for 180 days..

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• Group Activity
• Weekly and Monthly statistics on group activity.

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• online help