Personal

This is your own discrete & private document management system,

which allows you to securely store, manage & access your personal

documents in an organised folder structure

Personal

An easy to access Web-based application to securely manage all your documents via the Internet.

Create Folders & Sub-folders, and store documents.

Various actions like edit, delete & archive can be performed on documents.

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 “Personal” icon in myofficehub home page directs you to the below page.

Clicking “Personal” menu directs you to the below page.

Brief description about “Personal” app

Save your personal documents

Know how “Personal” app works

Create & Edit folders

Upload & Edit documents

Search stored folders & documents

Your Folders List

Know how Folders App works

Personal

Create – create new folders & sub-folders.

Enter details such as folder name & description, period during which folder should be available

(not

mandatory) & Save.

Once saved, the folder will be included in your folders list.

Folder(s) created.

Create subfolder

Delete folderEdit folder

details

Personal

Upload – upload documents to saved folders.

Choose folder from dropdown to save document, enter document details such as name &

description, choose

document type from dropdown, browse & attach document, and Submit.

Once submitted, the document gets saved in the chosen folder.

Document(s) uploaded.

Select folder to save document

Select document type

Attach document here

Delete document

View document versions

Edit document details

Personal

You can replace a document with its newer version while 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.

Personal

View all versions of a document by clicking the Versions “View” button besides that document.

Document versions can also be viewed through the “List” page (explained latter in this

presentation).

View button directs you to that Document’s History page.

Click to view

Personal

Search – Search your stored Folders & Documents

Choose entity to search by selecting from respective check-box.

Enter entity name.

The search result will be displayed in grid below.

Select entity to search

Enter entity name

Search result

Personal

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.

View uploaded/replaced versions of a document through the Version “View” button.

Your folder list

Click ‘+’ to view

subfolders

Click folder to view documents

in it

Select document to perform action

Select action from dropdown to

perform

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THANK YOU!

For further information please contact us:

Telephone : 1300 276 266Email : support@myofficehub.com