DMS/ECM Module - Revision history

N.paul: /* Setup */

2022-11-21T07:58:39Z

Setup

← Older revision		Revision as of 09:58, 21 November 2022
Line 4:		Line 4:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Managing DMS and ECM =		= Managing DMS and ECM =

N.paul at 10:38, 1 July 2022

2022-07-01T10:38:18Z

← Older revision		Revision as of 12:38, 1 July 2022
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	[[File:DMS_1.PNG\|center]]		[[File:DMS_1.PNG\|center\|link=]]


	[[File:DMS_2.PNG\|center]]		[[File:DMS_2.PNG\|center\|link=]]



	[[File:DMS_3.PNG\|center]]		[[File:DMS_3.PNG\|center\|link=]]

	= Adding a file =		= Adding a file =
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	[[File:DMS_4.PNG\|center]]		[[File:DMS_4.PNG\|center\|link=]]


	[[File:DMS_5.PNG\|center]]		[[File:DMS_5.PNG\|center\|link=]]


	[[File:DMS_6.PNG\|center]]		[[File:DMS_6.PNG\|center\|link=]]



	[[File:DMS_7.png\|center]]		[[File:DMS_7.png\|center\|link=]]

Admin: /* Adding a file */

2022-04-21T05:12:17Z

Adding a file

← Older revision		Revision as of 07:12, 21 April 2022
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	= Adding a file =		= Adding a file =
	Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.		Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.


			[[File:DMS_4.PNG\|center]]


			[[File:DMS_5.PNG\|center]]


			[[File:DMS_6.PNG\|center]]



			[[File:DMS_7.png\|center]]

Admin: /* Managing DMS and ECM */

2022-04-21T05:08:51Z

Managing DMS and ECM

← Older revision		Revision as of 07:08, 21 April 2022
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	= Managing DMS and ECM =		= Managing DMS and ECM =
	In the DMS and ECM module, there are two options available. One is '''Manual tree''' and the other is '''Automatic tree'''. '''Automatic tree''' stores some of the common folders, such as customer invoices, contracts, expense reports and more. The manual tree is customisable by the users. The users can create their own directory and add files to those.		In the DMS and ECM module, there are two options available. One is '''Manual tree''' and the other is '''Automatic tree'''. '''Automatic tree''' stores some of the common folders, such as customer invoices, contracts, expense reports and more. The manual tree is customisable by the users. The users can create their own directory and add files to those.


			[[File:DMS_1.PNG\|center]]


			[[File:DMS_2.PNG\|center]]



			[[File:DMS_3.PNG\|center]]

	= Adding a file =		= Adding a file =
	Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.		Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.

Admin: /* Setup */

2022-04-15T10:56:52Z

Setup

← Older revision		Revision as of 12:56, 15 April 2022
Line 4:		Line 4:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.

	= Managing DMS and ECM =		= Managing DMS and ECM =
	In the DMS and ECM module, there are two options available. One is '''Manual tree''' and the other is '''Automatic tree'''. '''Automatic tree''' stores some of the common folders, such as customer invoices, contracts, expense reports and more. The manual tree is customisable by the users. The users can create their own directory and add files to those.		In the DMS and ECM module, there are two options available. One is '''Manual tree''' and the other is '''Automatic tree'''. '''Automatic tree''' stores some of the common folders, such as customer invoices, contracts, expense reports and more. The manual tree is customisable by the users. The users can create their own directory and add files to those.
	= Adding a file =		= Adding a file =
	Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.		Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.

Admin: Created page with "= Introduction = Document management system (DMS) and Electronic content management (ECM) module helps the users to manage their important documents and electronic content within Tactic. Tactic’s cloud storage allows the users to upload limitless documents while managing those effortlessly. = Installation = There is no need of installing this module, as it is already included within Tactic services. = Setup = For using this module the users need to enable it by usin..."

2022-04-15T10:07:10Z

Created page with "= Introduction = Document management system (DMS) and Electronic content management (ECM) module helps the users to manage their important documents and electronic content within Tactic. Tactic’s cloud storage allows the users to upload limitless documents while managing those effortlessly. = Installation = There is no need of installing this module, as it is already included within Tactic services. = Setup = For using this module the users need to enable it by usin..."

New page

= Introduction =
Document management system (DMS) and Electronic content management (ECM) module helps the users to manage their important documents and electronic content within Tactic. Tactic’s cloud storage allows the users to upload limitless documents while managing those effortlessly.
= Installation =
There is no need of installing this module, as it is already included within Tactic services.
= Setup =
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup –> Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup.
= Managing DMS and ECM =
In the DMS and ECM module, there are two options available. One is '''Manual tree''' and the other is '''Automatic tree'''. '''Automatic tree''' stores some of the common folders, such as customer invoices, contracts, expense reports and more. The manual tree is customisable by the users. The users can create their own directory and add files to those.
= Adding a file =
Adding files in the directory is quite easy. The users only need to click on the folder button for adding a new folder to the module. After creation of the module the users need to click on the name of the directory choose a file by clicking on '''Browse''' upload preferred file by clicking on '''Upload'''. For deleting a file only clicking on the trash bin icon beside the file bar is enough.

← Older revision		Revision as of 12:38, 1 July 2022
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	[[File:DMS_1.PNG\|center]]		[[File:DMS_1.PNG\|center\|link=]]


	[[File:DMS_2.PNG\|center]]		[[File:DMS_2.PNG\|center\|link=]]



	[[File:DMS_3.PNG\|center]]		[[File:DMS_3.PNG\|center\|link=]]

	= Adding a file =		= Adding a file =
Line 23:		Line 23:


	[[File:DMS_4.PNG\|center]]		[[File:DMS_4.PNG\|center\|link=]]


	[[File:DMS_5.PNG\|center]]		[[File:DMS_5.PNG\|center\|link=]]


	[[File:DMS_6.PNG\|center]]		[[File:DMS_6.PNG\|center\|link=]]



	[[File:DMS_7.png\|center]]		[[File:DMS_7.png\|center\|link=]]