Version 0ENGBR-DocsWeb Application Guide

Chapter 16Creating a Workspace 1Workspace icons 1Click the Dashboard tab, and then click Add a new Workspace.Type a name and description for the Works

User’s guide 71Searching for a Workspace 1Search for Workspaces by typing the name or description in the search field located under the Dashboard&apos

Chapter 18Folder actions 1NOTEBR-Docs contains a default folder called Workspaces that you cannot delete. Its function is detailed in the Workspaces s

User’s guide 91Downloading a folder as a ZIP archive file 1CAUTION Downloading large folders may take up large server resources and memory, and may no

Chapter 110Viewing a folder's history 1Click the Documents tab.Select the folder whose history you want to view.Click the More drop-down list, an

User’s guide 111Deleting a folder 1NOTEIn case of accidental deletion, contact your system administrator, who will restore the deleted folder from the

Chapter 112Renaming a folder 1Click the Documents tab.Select the folder you want to rename.Click the More drop-down list, and select Rename folder.Typ

User’s guide 131Moving a folder 1Click the Documents tab.Select the folder you want to move.Click the Move the folder icon.Select the target folder fr

Chapter 114Sharing a folder 1CAUTION Any shared folder, as well as its content, becomes available to all users (logged in or not) that have the access

User’s guide 151Submitting documents to another user for approval 1If a shared BR-Docs document requires your approval, a task appears in the Tasks ta

iMicrosoft, Windows, Excel and PowerPoint are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other co

Chapter 116CAUTION If you assign the folder to a new user after making an approval request, all previous approval requests for the folder will be lost

User’s guide 171Commenting on a folder 1You must have permission to view the folder to which you want to add a comment. All users who have access to a

Chapter 118Document actions 1CAUTION The document actions described in this section will depend on the user's permissions. For more information,

User’s guide 191If you want to file the document according to its Type, select the document type from the Type of document drop-down list.Type the doc

Chapter 120Filing a document 1CAUTION If you want a document to be available to other users, it must be filed in BR-Docs. Any documents not filed can

User’s guide 211Default filing of a document 1The following step assumes that a document pending filing has been selected in the Filing section. See t

Chapter 122Downloading or printing a document 1Click the Documents tab.Select the folder that contains the document you want to download. When the fol

User’s guide 231Editing a document's properties 1Click the Documents tab.Select the folder that contains the document you want to edit. When the

Chapter 124Deleting a document 1NOTEIn case of accidental deletion, please contact your system administrator, who will restore the deleted documents f

User’s guide 251Moving a document 1Submitting a document for approval 1CAUTION When you assign the contents of a folder or document to a user, all pre

iTable of Contents1 User’s guide 1Introduction ...

Chapter 126NOTEWhen you submit documents for approval, you ask an authenticated user to validate a document. Documents that require approval from anot

User’s guide 271Sharing a document 1CAUTION Any shared document becomes available to all users that have the access link to the document (whether or n

Chapter 128Commenting on a document (discussion threads) 1CAUTION When you delete a comment, all subsequent answers to that particular comment are als

User’s guide 291Viewing versions of a document 1Click the Documents tab.Select the folder that contains the document for which you want to view the hi

Chapter 130Viewing the actions history of a document 1Click the Documents tab.Select the folder that contains the document for which you want to view

User’s guide 311Processing tasks 1When a document is submitted to a user for approval, it appears in the user's Tasks screen.NOTEYour BR-Docs Adm

Chapter 132Searching for folders and documents 1CAUTION To maximize the relevance of the Search results, search requests in BR-Docs must contain more

User’s guide 331Help 1Click the ? icon for help at any time.Getting started 1 Click and select Getting started wizard from the drop-down list.Online h

342Managing users and groups 2Creating a group 2NOTEYou can delete a group by clicking button. Deleting a group cannot be undone.You cannot delete t

Administrator’s guide 352Creating a user 2NOTEDisable a user by clicking the button. Click Manage users and application settings .Click the Groups

iiFiling rules and groups ...37Creating a document type ...

Chapter 236Adding a user to a group 2 Click Manage users and application settings .Click the Groups & Users tab to view the Groups and Users lists

Administrator’s guide 372Filing rules and groups 2Creating a document type 2NOTEBR-Docs contains default document types. Adjust them by editing the in

Chapter 238Creating metadata (index) fields 2Click Manage users and application settings .Click the Filing categories tab and then select the document

Administrator’s guide 392Creating a filing rule 2Before creating a filing rule for a document type, create the document type and the corresponding met

Chapter 240Editing or deleting a filing rule 2Click Manage users and application settings .Click the Filing categories tab and then select the documen

Administrator’s guide 412Managing permissions 2Manage access rights to folders by granting or blocking permissions for specific users and groups. To m

Chapter 242CAUTION • By default, subfolders in BR-Docs inherit the permissions of their parent folders. This link with the parent folder is broken if

Administrator’s guide 432Changing the background 2Click Manage users and application settings .Click the Settings tab.Click Modify image to choose you

Chapter 244Deleted files 2Click Manage users and application settings .Click the Deleted files tab.All deleted folders and documents appear here. Dele

Administrator’s guide 452License 2Click Manage users and application settings .Click the License tab.The information concerning your BR-Docs license a

111Introduction 1BR-Docs is a web-based document management portal that requires authentication using a username and a password. Logging into BR-Docs

Chapter 246Frequently Asked Questions 2Welcome to the Frequently Asked Questions section of the User’s Guide.All of these questions are from our users

Administrator’s guide 472How can I modify the name of a document or amend the index of a document archived in BR-Docs?Amend information related to a d

Chapter 248I dropped my documents in the Drop Zone but I cannot find them anywhere.Before you can access your documents using the Document tab, you mu

Administrator’s guide 492How can I remove a Workspace?Click the Edit Workspace button. In the bottom left corner the screen there is a Delete Workspac

Chapter 250When I use the alphabet shortcut to find a document name that starts with "T," I can see only folders that start with "T.&qu

Chapter 12Changing your password 1Once you are logged in, click Manage users and application settings in the upper right menu.Click the Password tab

User’s guide 31Navigating through folders and files 1CAUTION You must be logged into BR-Docs to browse folders and documents. Only documents to which

Chapter 14Navigation tips 1 Folders are listed alphabetically in the folder tree on the left side of the screen. If there are many folders in this fol

User’s guide 51Workspaces 1What is a Workspace? 1A workspace is a collaborative storage space where multiple people can work on the same document, sha