The eDMS interface

The eDMS interface contains six main areas. Some of them are always on screen while others are partially displayed depending of the context. The areas are:

The top area

Some interesting information are available from this section. The current release of eDMS is displayed at the right of the screen. You can also have access to this online help by clicking on the brown book. In order to leave this application, please use the EXIT icon instead of directly closing the browser window. By this way, your current eDMS session will be properly closed by the system. If you want to go back to the welcome screen, you can also just click on the eDMS logo (at the top left of the screen). We'll see that this option will be used by the search engine to browse all the folders on the system... To check if you have the latest version of eDMS installed on your server, you can check the last status of NO-SOD products by clicking on the hyperlink of the NO-SOD Project: it will open the NO-SOD website in a new window in order to leave your working session intact.

The message area

Sometimes, the system will send some useful messages. Two kinds of messages are displayed: common information messages in green and critical error system messages in red. Please take care of critical messages! They are delivered in order to help you to detect system anomalies and/or user mistakes.

The search area

The integrated search engine gives you the possibility to search documents via keywords. Keywords are part a any document pushed into the system. We encourage you to use keywords every time you push documents into the system, this is the easiest way to retrieve your data through thousands of documents in only one mouse click! Please check search related help form more iformation about how to use efficiently the integrated search engine system.

The tree area

Documents in eDMS are stored into file cabinets. File cabinets are stored into folders. To visualize the structure of all documents locations, a tree is dynamiquely generated containing all file cabinets and associated folders created on the system. To display documents stored into a file cabinet, select the folder (by clicking on the folder's icon or on the folder's name) containing this file cabinet and then select the file cabinet (by clicking on the file cabinet's icon or on the file cabinet's name). The content of this file cabinet is automatically displayed in the data area. Please check the locations management information available (for system administrators only) from the maintenance manual.

Rem: You cannot delete the last folder/file cabinet.

The menu area

Depending on which srceen you are woking with, some buttons will be available. Those buttons lets you navigate through the eDMS functionnalities:

  • NEW: To create a new document.
  • NORMAL VIEW: To display all non deleted documents from a specific file cabinet.
  • DELETED VIEW: To display all deleted documents from a specific file cabinet.
  • LOCATIONS: To manage folders and file cabinets.
  • SYMBOLS: To display all icons (status and applications) with their respective signification.
  • CHANGE DATA: To modify data of a document already pushed into the system.
  • VIEW HISTORY: To display all versions (releases) of a specific document.
  • DOC LOCATION: To modify the lmocation of a specific document.
  • MAINTENANCE: To access the management utility.
  • DELETE: To delete a document already pushed into the system.
  • UNDELETE: To undelete a document already pushed into the system.
  • CHECK IN: To upload a new version of a document (after a check out)
  • CHECK OUT: To work on a document and apply modifications before to push a new version of the same document.
  • ABOUT: To display information about eDMS developers and releases history.

Rem: Please note that all the menus are dynamically build depending of the application's context. All buttons are not available from all screens. Please check the crosstable for button's availability.

The data area

This is your working area. All data regarding the application's flow and the selections you make are displayed into this area.