Agatha V4.1 User Guide: Basic

Agatha V4.1 User Guide: Basic

This basic guide is intended to introduce users to the basics of the Agatha Document Management Cloud service. It will take users through log in, navigation, document creation, lifecycle progression and change management.

Table of Contents

1 Overview of Agatha. 5

2.2 Password Reset. 11

3 Overall Navigation. 15

3.1 Organization Management. 15

3.1.1 Display Home Page. 15

3.1.2 Language Selection. 18

3.1.3 Switch Organization. 20

3.1.4 Switch workspace. 21

3.1.5 Tasks lists. 22

3.1.6 Audit Trail 24

3.2 Workspace Management. 24

3.2.1 Views. 24

3.2.1.1 Document views sorting and filtering by a user. 24

3.2.1.2 Export a document view. 29

3.2.1.3 Display a View.. 31

3.2.1.4 Display documents as a detailed list or with tiles. 32

3.2.2 Information. 34

3.2.2.1 Document Audit Log. 34

3.2.2.2 Document Edit Metadata. 39

3.2.2.3 View Document Panel 44

3.2.2.4 Document Version history. 47

3.2.2.5 Workflow history. 50

3.2.2.6 View document in containing folder. 51

4 Documents Management. 54

4.1 Add Documents. 54

4.1.1 Add Document. 54

4.1.2 Upload new version. 65

4.1.3 Create PDF Rendition. 68

4.2 Open, Edit & Download Documents. 73

4.2.1 Document View Online. 73

4.2.2 Document Download On Workstation. 82

4.2.3 Document Edit Office Documents. 85

4.2.4 Document Edit Online Office Documents - Co authoring. 91

4.2.5 Extract documents from a zip file. 97

4.2.6 Compress to zip. 101

4.2.7 Document indexing. 105

4.3 Share Documents. 105

4.3.1 Share document. 105

4.3.2 Compress to zip. 109

4.4 Copy & Move Documents. 112

4.4.1 Document Copy. 112

4.4.2 Move document. 118

4.4.3 Copy document hyperlink. 123

4.4.4 Bulk operations on items. 124

4.5 Create Shortcuts of Documents. 127

4.5.1 View Document shortcut. 127

4.5.2 Create Document Shortcut. 129

4.6 Workflows. 132

4.6.1 Document Review.. 132

4.6.2 Document Approval - Signature. 140

4.6.3 Send document to Publish. 153

4.6.4 Finalize Document - Send to Final 155

4.6.5 Send Document to Draft. 156

4.6.6 Discard Document. 159

4.6.7 Force discard check-out. 164

4.6.8 Cancel Workflow.. 165

5 Folders Management. 169

5.1 Add Folder. 169

5.2 Rename Folder. 171

5.3 Move Folder. 174

5.4 Make a Folder Obsolete. 176

5.5 Copy Folder Hyperlink. 178

5.6 Folder-Level Permission Management. 179

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