This function is extremely powerful because it allows you to quickly create links to documents on the basis of common fields, without having to manually connect each document to the other. To create a dossier you need to use on a Designer Form field the property Collate, which causes the field to become a research field for…
From the “Document Management Configuration form”, creating a special category for the import of e-mail, with button “E-mails Import Configuration” in the following window: In the left tree automatically displays the structure of the user’s mailbox, with the possible articulation into categories and subcategories. So you can choose the specific folder from which to import…
The Document Manager Configuration form appears as shown in the figure: DEFINING A DOCUMENT CATEGORY Press the button “New category“ and, in the fields “Code type” and “Description”, enter a code and a description of the category By checking the box “fictitious Category (tree node)” you will not create a real documentation management category, but simply a…
This form can be opened from the “Edit automatic links” link of the Document Management Configuration form: It has the function to simplify the configuration of automatic connections, preventing unwanted or incorrect links: If you do not perform any configuration, QualiWare will automatically determinate the connections between customer/providers and articles registries and fields and will not made any kind…
To distribute multiple documents simultaneously, performing a so-called multiple deployment, follow this procedure: From the editing form (accessible for example, by double clicking on the file concerned into the documentation), before moving to the Distribution form, check the box “use multiple distribution form”. Next to it you will see another option: “include linked document“. Checking this box the…
To open the Document Archive form, select the tab “History”, which will open the following form: This window contains the list of all documents already reviewed by category, each identified by its index. Just select the document you are interested in and press the button “read”. At the time of filing of a document to…
This form opens to those users who have access to the documents only in consultation: The first time you enter on this form, if documents not yet displayed by the user have been distributed, the program presents this message: By selecting the document and pressing the button “read” will open the selected document Word Viewer, so…
For each document class, you must define the Workflow Stages, i.e. documents intervention phases, each of which then you can enable various users (ratings Definition form). By the General Management (Documentation Configuration), press the button “Defining Workflow Phases”, which will open a special form: The first step is always to drafting and cannot be deleted. To…
For each category of documents, you can define subgroups, to simplify the search in the tree and provide a classification of documents, according to various criteria. On the General form of document management Configuration, press the button “sub-groups” (absent if the category is fictional), which opens the following form: Press the button to define a subset…
The “importing documents form”, allows the import within a category of documents of files in an Excel spreadsheet. (files located in an external folder that QualiWare). In the field Destination category, choose the documental category in which you want to place the files you are importing. By pressing the button “next >” opens the following…