Portal Express, Version 6.0
Operating systems: i5/OS, Linux, Windows
Document Manager portlet
The Document Manager portlet provides document organization, editing, versioning, searching, approval workflow, and more.
Document Manager enhances work productivity, frees client machine space, and streamlines complicated document management processes by providing a centralized location for documents, as well as methods for tracking changes from members of a work team. Files exist in a centralized location in a tree directory structure separate from client machines, where any authorized person can access them, allowing for easy exchange of documents among team members. Depending on a user's access rights, he or she can read, edit, or delete files, as well as create and delete folders and special views. Access control prohibits unauthorized changes from being made to a document or folder, a draft approvals process and send a link feature facilitates collaborative document development, and a versioning option provides a safety net to prevent editing conflicts. Document Manager is an ideal solution for diverse and widespread workgroups needing a single focal point to control document management and information development processes.
Document Manager can store multiple document file types, including:
- Text and word processor documents
- Presentation documents
- Spreadsheets
- PDF files
- Image files (such as JPEG or GIF)
- HTML files
Users navigate a hierarchy of folders, which contain documents, folders, and views. Depending on how the administrator has configured Document Manager, documents, folders, and views contained in the working document library appear either in a tree view, table view, or both. Each document name, folder, and view is an active link. When the user clicks a document name, a read-only page opens where the user is presented with options to work with the document. From this page, the user can perform actions on that document such as edit or create new versions. Many of these tasks are described in the section Working with documents. When the user clicks a folder or a view, the folder content is displayed in a list.
Document Manager facilitates team collaboration by providing features such as Send a Link, Directory Search, and person links. After an administrator has configured the Document Manager portlet, users can send an e-mail link to their documents, folders, and views. Directory Search allows users to quickly select names of users to send links, add to a list, and designate for a role. Person links allow a user to see the online status of other users and initiate instant online chats. Refer to the Collaborating in Document Manager topic for more information.
- Setting preferences
Personalize your instance of Document Manager. - Working with documents
This section provides information about many common Document Manager tasks. - Working with drafts, versions and workflow
Draft approval workflow and document versioning are supported in Document Manager. - Working with folders and views
Documents are organized into folders and views within a document library.
Parent topic:
Managing documentsRelated tasks
Configuring the Document Manager portlet