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Documentation for the application → Scopevisio Documents DMS → The interface - DMS → The data grid - your central document view → Assigning approvals/authorisations

Updated over a month ago

Overview

You can use two important functions in the Sharing area:

  • You manage the storage locations of your documents

  • You can see an overview of all approvals granted for the document

You can manage, reassign or delete filing locations and approvals in this area.
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Storage locations

Here you will find a list of all locations where the document is stored. You can delete filing locations with the "X" or add another filing location.

Important: Standard visibility of files

When uploading files to SV Documents DMS, please note the following:

  • Files without reference to a collection or folder are initially only visible to you

  • Other users cannot see or access these files

  • You must actively share the files to give other users access

Three methods for sharing files

Method 1: Use the share function

Follow these steps:

  1. Select the desired file

  2. Select the "Sharing" tab

  3. Click on "Add share"

  4. Add the desired users or groups with the desired role

Method 2: File in shared collection or folder

This method is simple:

  • Drop the file into a collection or folder that is already shared

  • The file automatically adopts the shares of the collection or folder

Method 3: Drag and drop

You can share files using drag and drop:

  1. Click on the file and hold down the mouse button

  2. Drag the file over the desired user OR

  3. Drag the file over the desired group

  4. Release the mouse button to grant the share

Summary

You have three flexible options for sharing files in SV Documents DMS:

  • Via the share function in the tab

  • By storing them in already shared collections or folders

  • Via drag and drop to users or groups

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Documentation for the application → Scopevisio Documents DMS → The interface - DMS → DMS collections → Collection settings as owner
Documentation for the application → Scopevisio Documents DMS → The interface - DMS → DMS collections → Manage approvals for collections
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