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Folders
Document Repository System (DRS) to manage your documents in secure
online storage in an organized folder structure
Folders
An easy to access Web-based application to securely manage all your documents via the Internet.
Various actions like add, edit, delete, share, review & archive can be performed on documents.
Create Folders & Sub-folders.
Documents can be moved between folders.
Track versions of all your documents.
All your documents are password protected and can be accessed from any location, 24/7.
Clicking “Folders” icon in myofficehub home page directs you to the below page.
Create & Edit folders
Upload & Edit documents
Search stored folders & documents
Your Folders List
Know how Folders App works
Folders
Create – create new folders & sub-folders.
Enter details such as folder name & description, choose users to share folder, period during which
folder should
be available (if required) & Save.
To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective
radio button.
Then from the user list appearing in left, choose user(s) and click “>>” button.
Selected user(s) gets shifted to the right-side user list box.
The folder created will be shared with these user(s).
Once saved, the folder will be included in your folders list.
Folder Create Page
Select user(s) to share folder
Shared user(s)
Folders created
Create subfolderDelete folder
Edit folder details
List of folders created
Folders
Upload – upload documents to stored folders.
Choose folder from dropdown to save document, enter document details such as name &
description, choose
document type from dropdown, users to share document, browse & attach document, and Submit.
Enable notifications to users so that they are made aware of documents that are being uploaded
in myofficehub (optional).
To send notification, tick “Enable Notification” check-box.
Select user(s) from left-side user list box, shift chosen user(s) to right user list box.
Once you have uploaded the document to the folder, a notification message will be auto-triggered
to all chosen
user(s) via email informing them of the upload.
Once submitted, the document gets saved in the chosen folder.
To view versions of a document, click “Versions” button alongside that document.
Document Upload Page
Documents Uploaded
Select folder to save document
Select document type
Document shared with
following users
Select users
Click to send upload notification
to users
Notification to following users
Attach document here
Delete document
View document versions
Edit document details
Email Notification
Dear User,
[User Name] has uploaded [Document Title] in myofficehub Document
Repository System.
Sincerely, myofficehub DRS System
The following notification will be auto-triggered to all chosen user(s) via email informing them of
the upload.
Folders
You can replace a document with its newer version by maintaining the record of the previous
version(s).
To upload newer version of an already uploaded document, click “Edit” button besides the
document to
replace; in uploaded document list.
Here, click on the “Replace Attachment” button besides the attachment.
Attach the newer version, and click “Update” button.
You can view all versions (uploaded) of a document through the “List” page (explained latter in
this
presentation).
Click to upload newer version
Folders
You can view all versions (uploaded) of a document by clicking “View” button of the document in
the gird in
Document Upload page.
You will be directed to the ‘Document History’ page that lists all versions uploaded for that
document.
Document versions can also be tracked through the “List” page (explained latter in this
presentation).
Click to view all versions
Click to view
Folders
Search – Search Stored Folders & Documents
Choose entity to search by selecting from respective check-box.
Enter entity name to search.
The search result will be displayed in grid below.
Enter entity name
Select entity to search
Search result
Folders
List – View all your saved folders & documents
Clicking “List” icon will list all your saved folders.
Click a folder from the list to view all documents saved under it.
Documents can be Moved between folders, Archived and Deleted.
To action a document, select document from grid by ticking respective check-box.
Then select action to perform from dropdown list and click “OK” button.
You can also view versions of an uploaded document through the “List” page through the Version “View”
button.
Folders List
Tick to select document to
action
Select action to perform on chosen
document
Click to view all versions of this
document
Email Notification
Dear User,
[User Name] has archived [Document Title] in myofficehub Document
Repository System.
Sincerely, myofficehub DRS System
The following notification will be auto-triggered to all chosen user(s) via email informing them of
the archive.
Dear User,
[User Name] has removed [Document Title] in myofficehub Document
Repository System.
Sincerely, myofficehub DRS System
The following notification will be auto-triggered to all chosen user(s) via email informing them of
the delete.
THANK YOU!
For further information please contact us:
Telephone : 1300 276 266Email : [email protected]