The document page displays full information on the current document. The page attributes and their appearance may change, depending on the document type.
To open a document page, click the name of the required document in any directory of the Documents section.
Click Send or to open the drop down menu with these items:
Discuss Document – send a message on the document to users or to a public channel. You can view the document discussion on the document history panel.
Attach to Task – open the task creation page. The current document will be automatically attached to the task. The tasks, the document is attached to, are shown on the document page, on the taskstab.
Click Actions or to open the drop down menu with these items:
Add Comment – add a comment to the document. Comments are displayed on the General Information tab, when the Comments button is active.
Ask Question – add a question to the document. Questions and answers are displayed on the General Information tab, when the Questions button is active.
Rename – rename the document. Enter the new name in the opened dialog box and click Rename. The button is available only if the user has "Edit" permissions to this document.
Move – move the document to another folder. Select the target folder in the opened dialog box and click Move. This button is available, if the user has "Edit" permissions to the document.
Create Link – create a link to the document in a folder, selected by the user.
Send to Archive – send the document to archive. Confirm sending the document by clicking Yes in the opened dialog box. This button is available only if the current user has full access to the document and "Edit" permissions to the document's parent folder.
View Subscriptions – view, add or delete the document subscribers.
Convert Document – convert the document type. Select the target type for converting in the opened dialog box and click Convert. By default, this button is available only to the system administrator. The permissions are assigned in Administration – Document Management – Permissions for Accessing "Documents" Section – Access Permissions to Convert Documents.
Create a new document and attach it to the current one.
The active tab is white. To switch to another tab, click its name.
"General Information" Tab
This tab displays:
Document Attributes and Additional Information units with the fields, filled in when creating the document;
Document Status unit (fig. 2), which displays the information on the document current status. You can change the status, according to the life cycle settings of this document type. This unit is displayed only if the respective settings are configured;
Fig. 2. Document page. "Document status" unit
Current Version unit allows downloading the current document version and working with it in ELMA Agent;
You can see an example of the General Information tab in fig. 1.
Information in some fields is a link. When you click such a field, the respective ELMA page opens.
"Preview" Tab
This tab allows you to preview the current document version in Web Application. The Preview tab depends on the file type you are viewing. To learn more about previewing, see the respective Help section.
"Version" Tab
This tab displays all the document versions, and you can add new versions. The data table can be configured. To learn more about the Versions tab, see the respective Help section.
"Links" Tab
This tab displays all the documents, linked to this one, and you can add new links. The data table can be configured. To learn more about the Links tab, see the respective Help section.
"Access" Tab
This tab contains Parent Folder Permissions and Extra Permissions tables, which display all the users, who have access permissions to this document. Users with the full access permissions can assign access to other ELMA users on this tab. To learn more about the Access tab, see the respective Help section.
"Tasks" Tab
This tab displays all the tasks, this document is attached to. The data table can be configured.
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to open the drop down menu with these items:
