How to connect to your application?. 13
How to disconnect to your application?. 14
Business Tab (welcome page) 15
Document (Technical Object) 24
Content of the document form.. 25
Define a
favorite welcome page. 27
Add a custom space to the favorites. 28
Add a filter to the Favorites. 28
Add a SmartView to the Favorites. 28
Remove an item from « My Favorites ». 29
Add an item to « My Favorites». 29
To add objects to a custom space. 31
Organization by project (ProjectRoom) 34
How do you search for an object in the repository?. 36
To view an document in the vault 55
To view properties for a document 56
Navigate in a search result 57
To view the History of a document 58
To view « Configurations ». 60
Display of Associated Packages. 61
Printout of documents and standard reports. 62
Creating a subscription on a filter 67
Viewing /editing a filter subscription. 69
Description of the Notification. 69
Viewing distributed documents. 73
Notification of validation. 77
Chapter 4 – Creating and Modifying Documents. 91
To create multiple documents of the same type. 94
To create a copy of a document 95
To copy to a different type of document 95
To created document with related files. 96
Update state to distributed. 100
To modify document properties. 101
To edit multiple documents. 101
Display of mailbox / workflows templates. 104
Preview a Package Template. 106
Send an item in a workflow from the Vault 106
Aborting an owned package. 109
To delete an owned package. 110
To display the XML file of an owned package. 110
Filtering workflow packages. 113
Searching for a workflow package. 113
Filtering on custom properties. 115
Follow up the process of the packages. 116
Chapter 6 – Working with attachments. 122
Replacing Files with New Versions. 132
Synchronizing Attachment Data with the Vault 133
Chapter 7 – Configurations. 134
To display a Configuration. 135
Edit the link properties of a configuration. 137
To add a link to a configuration. 139
Insert a link in an existing configuration. 139
To replace a link in a configuration. 140
To move a link to a configuration. 140
Folder publication (Configuration) 142
Created configuration publication. 142
Distributions: Acknowledged. 148
“Workflow Audit Trail” Report 158
Reports on system utilization. 158
Chapter 10 – User settings. 162
Chapter 11 – Administration. 177
Index
A
B
C
D
E
F
Filter: Date filters with delays
G
H
I
L
M
N
O
P
S
T
To
create multiple documents of the same type
To
create a copy of a document
To
created document with related files
To
copy to a different type of document
U
V
W