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User manual for the Document Manager. Copyright © Pythagoras AB
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Table of contents
1. A general overview of the document manager and this manual
2. Working with the document manager
2.1. Open the document manager
2.2. Add folders to the document manager
2.2.1. Use the manual method to add folders to the document manager
2.2.2. Use the standard structure method to add folders to the document manager
2.3. Upload files to the document manager
2.3.1. Use the drag and drop method to upload files to the document manager
2.3.2. Use the select folder method to upload files to the document manager
2.3.3. Use the select file method to upload files to the document manager
2.4. Download a folder from the document manager
2.4.1. Download the object specific folder from the document manager
2.4.2. Download a subfolder of the object specific or shared folder from the document manager
2.5. Download a file from the document manager
2.5.1. Download the only or latest version of a file from the document manager
Use the download icon to download the only or latest version of a file from the document manager
Use the download command to download the only or latest version of a file from the document manager
Use the file menu to download the only or latest version of a file from the document manager
2.5.2. Download an old version of a file from the document manager
2.6. Working with shortcuts to a file in the document manager
2.6.1. Create a shortcut to a file in the document manager
2.6.2. Remove a shortcut to a file from the document manager
2.7. Rename a folder available in the document manager
2.7.1. Use the rename command to rename a folder available in the document manager
2.7.2. Use the folder menu to rename a folder available in the document manager
2.8. Rename a file available in the document manager
2.8.1. Rename a file of which there is only one version
Use the rename command to rename a file of which there is only one version
Use the file menu to rename a file of which there is only one version
2.8.2. Rename one version of a file of which there is more than one version
2.8.3. Rename all versions of a file of which there is more than one version
Use the rename command to rename all versions of a file of which there is more than one version
Use the file menu to rename all versions of a file of which there is more than one version
2.9. Remove a folder from the document manager
2.9.1. Use the remove command to remove a folder from the document manager
2.9.2. Use the folder menu to remove a folder from the document manager
2.10. Remove a file from the document manager
2.10.1. Remove one or some versions of a file from the document manager
2.10.2. Remove all versions of a file from the document manager
Use the remove command to remove all versions of a file from the document manager
Use the file menu to remove all versions of a file from the document manager
2.11. Search for folders or files in the document manager
2.11.1. Perform a broad search within the document manager
2.11.2. Perform a narrow search within the document manager
2.12. Open and close all the folders available in the object specific folder
