Fresh docs


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Fresh docs

  1. 1. Fresh DocsZia Consulting’s Fresh Docs mobile application allows users to access enterprise contentmanagement (ECM) systems from any iPhone, iPad or Android device. With Fresh Docs, userscan browse, search, retrieve, open and email documents from any ECM system on a mobilephone or tablet device. Download Fresh Docs From the App Store or Android MarketplaceFresh Docs is a mobile application that is available through the Apple App Store or the AndroidMarketplace. Search "Fresh Docs" and download the application.Fresh Docs - 1
  2. 2. Changing SettingsAfter the app has been downloaded, a pre-chosen CMIS based introductory repository will showup in Fresh Docs. To change this navigate to the app settings by chosing settings->scrolling downto Fresh Docs->Click. When the app settings have been found, it should look like the abovepicture. Input your 1) username and password (used on the system). 2) Input the hostname. 3)Then input the CMIS Repository settings. HTTPS: Secure Connection, Port: based on what portsare open (check with IT department), Service Document: The CMIS service document, and otherpersonal settings.Fresh Docs - 2
  3. 3. Open Fresh Docs ApplicationOpen the app on your smartphone.Fresh Docs - 3
  4. 4. HomescreenWhen the settings have been set up correctly for Fresh Docs, sites, folders, and documents fromthe specified CMIS Repository should show up (starting at the top level).Fresh Docs - 4
  5. 5. Navigating to Wanted DocumentFrom the homepage, the user may use the touch screen to navigate among sites, folders to thewanted document.Fresh Docs - 5
  6. 6. Creating and Uploading New ContentThroughout the process, there is the ability to create a folder, upload a photo or take a photo (moreoptions on iPad). To create/upload content select 1) the plus symbol in the upper right handcorner and 2) choose that action which you would like preformed.Fresh Docs - 6
  7. 7. New FolderCreating a new folder is easy. When choosing "New Folder" from the previous list and name thefolder to your satisfaction.Fresh Docs - 7
  8. 8. Downloading DocumentOnce the needed document is found, it can be downloaded by simply selecting the name of thedocument (no to be confused with pressing on the blue arrow).Fresh Docs - 8
  9. 9. MetadataLike stated in previous step, navigating to the metadata and downloading/viewing the documentare different. When the document is clicked on, it is downloaded/able to be viewed, but whenclicking the blue arrow to the right, the metadata can be viewed. Metadata includes: created by,creation date, last modified date and person, name of the document, what version of the documentis currently being viewed, and all the tags that the document has been given.Fresh Docs - 9
  10. 10. Downloaded/Viewing DocumentAfter the document has been downloaded, it is brought up and can be viewed. At the bottom of thescreen, there are different document options that will be discussed in the following steps.Fresh Docs - 10
  11. 11. Saving Document to Device1) When clicked on, this button will save the document to your divice (2). 3) Is the option to leave acomment on the document. The user may email the document (4) or open it in another program(5).Fresh Docs - 11
  12. 12. Leaving a CommentAs shown in previous step, there is an option to leave a comment on the specified document.When pressed, the comment page looks like this. You may leave a comment discussing what youthink of the document, what needs to be changed or what you think is perfect.Fresh Docs - 12
  13. 13. Emailing a DocumentWhen emailing a document, Fresh Docs takes the document from the CMIS Repository and opensit in Apple Mail (or another email client) as an attachment.Fresh Docs - 13
  14. 14. Downloaded DocumentsOnce you have viewed the documents from the CMIS Repository they have been downloaded toyour system. These documents can be viewed under the downloads tab of the application. Fromthere you may re-view any document.Fresh Docs - 14
  15. 15. CMIS Search EngineFresh Docs has the advanced capability of searching the entire CMIS Repository for a documentor folder that you may know you want to look at. The search tab is a faster way of finding adocument that the user wants to view.Fresh Docs - 15