This article contains information for University staff only.

 

This article contains a selection of documents which are to aid the use of the Electronic Document Management System (EDM).

The following selection of documents have been designed to assist you in the use of the EDM System.

Mini Manuals :Detailed step by step guides to aid new users who are undertaking a process on the system for the first time.

Quick Guides :Used by existing users of the system who require a quick high level overview of specific processes.

[ Login using University network userid and password if requested ]

Topic Description Mini Manuals Quick Guides

Logging in and Navigation

Access to Objective and basic navigation tools



Objects, Statuses and Display

Object types, file states, status icons, display properties, columns etc



Adding Existing Documents

To add, or move, existing documents to Objective



Editing Documents

To edit documents in Objective and create a new version of it



Handy Folder, Aliases and Notes

Shortcuts to frequently used objects and other useful features



Advanced Search

Searching for content based on either text and / or specific properties



Reviews

Requesting and participating in the document review process



Approvals

Requesting and participating in the document approval process



Templates

Creating and using document templates



Version Management

Understanding and working with document versions



File Creation Requests

To request the creation of a new file in which to store documents / records



Electronic Documents

Understanding document statuses and opening documents as read only



Email

How to send EDM object references and copies of documents by email



Bring into Objective, Changes from a Read Only Document

How to save changes made to a read only document

Executive

Using Executive

Using Executive to access EDM via a web-browser

Process Guides which give guidance on using EDM with specific business processes are also available.


  

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