Implementation Guide

This section is intended for the specialists who configure the system during its implementation.

Apart from organizing document storage and access permissions system, implementation of document management includes:

creating and configuring document types and record cards;

Fig. 1. Document types
configuring document management parameters, such as records classification scheme and registration parameters;

Fig. 2. Document management settings
configuring document templates;
configuring document routing processes.

Fig. 3. Document routing process

Document management settings are configured in Web Application in Administration – Document Management. On the Document Management tab of ELMA Designer you can create and set up document types, record cards and enumerators. This tab is available only if the ELMA ECM+ application is activated.

Search in the list of document types, record cards and numerators

In ELMA, you can search in the lists of document types, record cards and numerators. To start searching, open the Document Management tab of ELMA Designer and click on the required element list pane. On this tab, you can search elements in the work pane (fig. 4), and on the left panel (fig. 5). After selecting the required pane, press Ctrl+F. The search string will appear.

Fig. 4. Document management tab. Search string on the work pane

Fig. 5. Document management tab. Search string on the left panel

Enter the name/part of the name of an element. The found matches will be automatically displayed under the search string (fig. 6).

Fig. 6. Document management tab. Search results

To return to the full list of elements, clear the search string. To close the search string, click

Note that you can search only among the elements of the selected unit. For example, in fig. 6 the search is performed only in the Document Types unit.