8.7.4. Access the document manager at person level
To access the document manager at person level:
Open a person's person card. For more information on how to open a person card, see section 8.7.2.
Go to the person card (see image below).
If you are not already on the tab in question, click the tab called "Documents" (see the first image below). Clicking the tab called "Documents" will open document manager (see the second image below). For a brief, concise description of the document manager, continue reading below the images below.
In the document manager, you will find a number of folders that are placed at different levels in a tree structure that we call the "document tree". In the document tree you will find two main folders: a shared folder and a folder that is specific to the person whose person card you have opened (see image below). Note that the folder that is specific to the person whose person card you have opened shares its name with the current person. If you have opened the person card of Tamaz Noren, the person specific folder of the document manager will also be called "Tamaz Noren". No matter how many folders the document tree contains, the different folders will be linked either to the shared folder or the person specific folder. For a brief, concise description of some of the things you have the opportunity to do when working with the document manager at person level, continue reading below the image below.
Working with the document manager at person level, you can, among other things:
add folders to the shared folder
add folders to the person specific folder
add documents to the shared folder
add documents to the person specific folder
download documents available in the shared folder and/or subfolders of the shared folder
download documents available in the person specific folder and/or subfolders of the person specific folder.
For more information on the document manager, see chapter 9.
