Reports
The Admin role is the only role that has access to Reports. The reports provide data to best manage and support the organization. Custom reports can be requested. They can be found in the dropdown menu on the main toolbar. Report Types Tag Report Columns: Date Tag was Added. User/Client File Resides. File Name. Folder […]
Data Viewers
All files within the system will appear in a Data Viewer when opened. Metadata and communication can be annotated within the Data Viewer. A user will be able to add, edit, and delete all metadata only until the user clicks the Save button. There are two types of Data Viewers, each meant for different types […]
Keywords Feature
A keyword can be added to any file available with permissions to the user. This feature provides another form of metadata to add to the file. Many users use this feature to add a weight to the file. For example: Severity 1, Severity 2, etcetera. All keywords will be author and timestamped. Keywords can be […]