In business transactions, documents are stored and processed within the predefined structures.
Each document has different functions in the document platform interface:
- Viewing and editing - clicking on the tile opens the document in document processing and viewing.
- only the first page is displayed in the preview
- no document functions are available
Preview
- displays the document as a preview in the form of an overlay.
Download a document.
Send link - can be used
to send a link to the document. To do this, the local e-mail application is
started and the link is inserted into a new empty e-mail.
Move
document - can be used to move the document to another folder or
document slot within the project.
Rename
a document. This function is only available for
documents in folders, not for document slots.
File
upload for a document
Releases and locks a document. The end user can no longer change released
documents. The release can only be carried out by a professional user.
Reject
a document. The end user receives a message that the
document has been rejected. The rejection can only be carried out by a professional user.
Reopen
a released document for editing. The document can only be
reopened by a professional user.
Display of version history of a document. All versions
of a document stored in the DMS can be accessed via this function. A window
opens offering the selection of all document versions for download or display.
Delete
a document.