Difference between revisions of "User Guide"

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(Created page with '== User Guide == * Introduction * System access * Framework desktop ** Desktop screen ** Menu bar ** Toolbar ** User identification ** Status bar ** […')
 
(Professional extensions)
 
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== User Guide ==
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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 endeavor to keep in check the unnecessary duplication of information.
* [[Introduction]]
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 +
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]]
 
* [[System access]]
* Framework desktop
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* User interface
 
** [[Desktop screen]]
 
** [[Desktop screen]]
 
** [[Menu bar]]
 
** [[Menu bar]]
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* [[Basic operations with documents and folders]]
 
* [[Basic operations with documents and folders]]
 
** [[Create folder]]
 
** [[Create folder]]
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** [[Find folder]]
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** [[Find document]]
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** [[Find similar documents]]
 
** [[Inserting documents]]
 
** [[Inserting documents]]
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** [[Wizard]]
 
** [[Renaming]]
 
** [[Renaming]]
 
** [[Move]]
 
** [[Move]]
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** [[Set home]]
 
** [[Set home]]
 
** [[Deleting]]
 
** [[Deleting]]
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** [[Keyword shortcuts]]
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** [[Uploading from desktop computer]]
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* Specific operation with folders
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** [[Folder Style]]
 
* Specific operations with documents
 
* Specific operations with documents
 
** [[Document edit]] (check-out)
 
** [[Document edit]] (check-out)
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** [[Deleting a metadata from a document]] (property group)
 
** [[Deleting a metadata from a document]] (property group)
 
** [[Adding keywords]]
 
** [[Adding keywords]]
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** [[Adding categories]]
 
** [[Copy to clipboard]]
 
** [[Copy to clipboard]]
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** [[Send document as attachment]]
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** [[OCR data capture]]
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** [[OMR data capture]]
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** [[Convert]]
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** [[Merge Files]]
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* Massive operations with several documents, folders and mails
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** [[Fast select and unselect]]
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** [[Massive delete]]
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** [[Massive move]]
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** [[Massive copy]]
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** [[Massive add note]]
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** [[Massive add category]]
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** [[Massive add keyword]]
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** [[Massive property group]]
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* [[Extra columns]]
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* [[Pagination]]
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* [[Application splitters resize]]
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* [[History]]
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* [[Categories]]
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* [[Metadata view]]
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* [[Thesaurus view]]
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* [[My documents]]
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* [[Templates]]
 
* [[E-mail]]
 
* [[E-mail]]
 
* [[Trash]]
 
* [[Trash]]
** [[Restoring a folder or document]]
 
** [[Definitively deleting a folder or document]]
 
** [[Emptying trash]]
 
 
* [[Using information]]
 
* [[Using information]]
** [[Folder information tabs]]
 
** [[Document Information]]
 
 
* [[Security]]
 
* [[Security]]
** [[Modifying security]]
 
 
* [[Search]]
 
* [[Search]]
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** [[Fast search]]
 
** [[Making a search]]
 
** [[Making a search]]
 
** [[Executing a stored query]]
 
** [[Executing a stored query]]
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** [[Opening the location of a folder]]
 
** [[Opening the location of a folder]]
 
** [[Save as a user news]]
 
** [[Save as a user news]]
** [[Searching with OpenKM]]
 
 
* [[Dashboard]]
 
* [[Dashboard]]
** [[User view]]
 
** [[General view]]
 
** [[Dashboard keyboard map]]
 
** [[Dashboard mail]]
 
** [[Dashboard news]]
 
 
* [[Notification service]]
 
* [[Notification service]]
 
* [[Subscription service]]
 
* [[Subscription service]]
** [[Making a subscription]]
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* [[Starting a Workflow]]
** [[Deleting a subscription]]
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* [[Workflow pending task]]
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* [[User configuration]]
 
* System tools
 
* System tools
 
** [[Languages]]
 
** [[Languages]]
 
** [[Appearance]]
 
** [[Appearance]]
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* [[Using iPhone or Android]]
 
* [[Help]]
 
* [[Help]]
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* [[Microsoft Office Addin]]
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** [[Outlook addin]]
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** [[Word Addin]]
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** [[Excel Addin]]
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** [[PowerPoint Addin]]
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* [[OpenOffice.org Add-on]]
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* Community extension
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** [[Downloading restricted buttons]]
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** [[Dropbox]]
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** [[Joomla explorer]]
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** [[Macros]]
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** [[OpenMeetings]]
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** [[Zoho Docs]]
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 +
== Apps ==
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* [[Desktop sync]]
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* [[Digital Signature Client]]
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* [[Scanner Client]]
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== Professional extensions ==
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* [[Activity Log]]
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* [[AutoCAD Preview]]
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* [[Contacts]]
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* [[Cryptography]]
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* [[DICOM Preview]]
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* [[Digital Signature]]
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* [[Digital Signature Viewer]]
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* [[Document Expiration]]
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* [[ExtraTab]]
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* [[Forum]]
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* [[Google Contacts]]
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* [[Google Docs]]
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* [[HTML Editor]]
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* [[Live Edit]]
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* [[Messaging]]
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* [[Stamp]] Image or Text Watermark
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* [[Stapling]]
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* [[Wiki]]
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* [[Workflow Document Info]]
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* [[Menu options]]
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* [[External Preview]]
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* [[External Tab Document]]
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* [[External Tab Folder]]
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* [[External Tab Mail]]
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* [[External tab Record]]
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 +
== Professional  features ==
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* [[Task Manager]]
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* [[Calendar]]
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* [[Wordpress publication]]
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* [[Joomla publication]]
 +
 +
[[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.

Apps

Professional extensions

Professional features