Discover in this new 2.20 version:
- Folders and Documents list redesign
- Folders and documents actions
- New types of documents (initial document initial, template, version)
Folders and Documents list redesign
The Folders and Documents list has been completely revised, so that navigation and sorting are easier.
The new presentation comes in 3 panels:
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In the left black menu, the cross-functional features
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In the greyed column, the groups and folders tree structure, with buttons to create new folders and documents
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In the main area, a filtered table of items fitting your left tree selection. All the columns are customizable.
Actions on folders and documents
On this interface, you can:
- On folders: edit the form
- On doicuments:
See the document's information
Duplicate the document
Edit the form
You can also select one or more Folders / Documents to perform the following actions:
- Export the list details to Excel
- Move to another group / folder
- Archive
- Delete (only for the supervisor role)
New types of documents
In the new creation forms, we now allow you to distinguish 3 types of documents:
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An Initial Document type is a document in its original version. It usually is created from a master.
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A Version is a document copied from another one. It is generally issued from the duplication of an initial document.
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A Model (template) is a reference document for topics not requiring a master and its MCQ.
Go ahead and create your first folder and document with the following video
Tutorials
Discover our video tutorials to perform the following actions👉
- Actions en masse sur les documents
- Actions en masse sur les dossiers
- Dupliquer un document pour créer une version 2
- Dupliquer un document pour créer un modèle et utiliser ce modèle pour faire un nouveau document
- Rechercher et filtrer dans la liste des dossiers / documents