Help ELMA BPM Platform

Document Page

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.

Fig. 1 illustrates a document page.

Fig. 1. Document page

You can add any document to Favorites, if you have the respective access permissions, using these buttons:

– button for adding the current document to Favorites. If the document is added to Favorites, the button changes to

– button for deleting the document from Favorites. If the document is deleted from Favorites, the button changes to

You can subscribe to a document to monitor its changes. To learn more about subscribing to a document, see the respective Help section.

Toolbar Buttons

Edit the document attributes. The editing page is similar to the document creation page. The attributes on this page depend on the document type.

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 tasks tab.

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.
	Copy – copy the document. The opened page is similar to the document creation page. Attributes on this page depend on the document type. The fields are filled automatically, but you can change them. To save changes, click Save.
	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.

Add a new document version.

Document Page Tabs

The document page contains several tabs: General Information, Preview, Versions, Links, Access, Tasks, History.

Some of the tabs displays the information, added when creating the document.

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;
document history panel. Its content is similar to the History tab content.

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.

An example of the Tasks tab is in fig. 3.

Fig. 3. Document page. "Tasks" tab

When you click a task name, the task page opens.

"History" Tab

This tab is similar to the document history panel on the General Information tab. To learn more about the History tab, see the respective Help section.