Archive – creating catalogs (/directories?) / folders

You can create multiple directories / folders by specifying different permissions and forms for each of them. While in a given Organization, select the icon DMS Archiwum dokumentów w workflow Dew-X from the main menu on the left side of the screen. Then click on the „Create Folder” tab DMS Archiwum dokumentów w workflow Dew-X Select the icon that distinguishes the given directory (note: do not look for a substantive relationship – the icons are only used to quickly distinguish folders) and name the directory, eg Agreements. Both the name and the icon can be changed later. DMS Archiwum dokumentów w workflow Dew-X In the next step, you can define the permissions of individual people to a given folder and its files. Add users belonging to a given Organization and decide if they can add, edit and delete files and folders. Note: Owner and Administrators have full permissions by default – you don’t need to add them to this list. DMS Archiwum dokumentów w workflow Dew-X The last step is to build a form to describe individual files in a given folder. Building it carefully will be very useful in the future use of the Archive. DMS Archiwum dokumentów w workflow Dew-X You can choose from many predefined field types, such as text, number, amount, selection: yes / no, date, date range, link, and e-mail. DMS Archiwum dokumentów w workflow Dew-X You can preview the appearance of the form and modify it in this view at any time DMS Archiwum dokumentów w workflow Dew-X When you finish building the form, all you need to do is select the highlighted fields, i.e. 1-3, which will be displayed on the tabs of individual documents. DMS Archiwum dokumentów w workflow Dew-X Finish creating with the Publish button