Grid list
Here we will check the main Documentation form and its contents. First bigger object is a grid list. On a grid list there are gathered all documents.
- Grid list data
- Drag & Drop option
1. Grid list data
| Status |
Status of a document: open, closed, rejected, delivered, failed
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| Key View |
Unique document Key / Identifier. |
| Archive |
Name of archive for data. A document type of Mnemo file. It indicates in which document type a document is archived. Multiple Mailboxes can be in on archive. |
| Date |
Date of creation |
| Due Date |
Due Date callculated from the document's Classification. |
| Subject |
Subject |
| Subject Name 2 |
Subject Name 2 |
| Clerk ID |
Person responsible on the document. |
| Title |
Title of a document. Automatically generated from a module where it was created. |
| Note |
Custom description. |
| Classification Name |
Name of document's Classification. |
| Storage Description |
Name of a Storage where a document is stored. Storages are created in Administration panel - Storage. |
| Mailbox Name |
A MailBox from where a document was sent or received. Mailboxes are created in Administration panel - Mailboxes. |
2. Drag & drop option
It is also possible to add documents by using DRAG&DROP option. You can drag documents from e.g. Windows Explorer and drop them in DMS grid. If you drag&drop for e.g. 5 files at once, one document is created in DMS module and 5 files are stored under Files TAB. New document receives status "open".
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Archive: In case if a company has an archive that it maintained from multiple different locations, they must open several types of documents, each for one.
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You can add additional columns to grid. |
Also see Filters.