The feature of subscription and notification has been added to EisenVault DMS keeping in mind the awareness and security of the client’s crucial documents. Alterations/Modifications are made in the documents very often in any business for one or the other purpose. At times, it might be possible that any employee in the organization has changed […]
Tag Archives: Tech-FAQs
Bulk Upload Document with Metadata Using Uploader Plus
Upload Multiple Documents using Drag-n-Drop EISENVAULT DMS allows users to upload multiple documents using drag-and-drop or by simply selecting multiple documents from the file system. Gives the users an easy and quick tool to upload multiple documents in one go without downloading or installing any software component or plug-in on the user’s device(s). What is […]
What is document version? How to Preview of older version of document?
EisenVault retains a unique and complete copy of each version of each document as it is checked out and back into the Document Library. When a document is checked in and changes have been made, EisenVault automatically creates a new complete unadulterated version in the repository. Document versions are simply numbered as 1.0, 1.1, 1.2, […]
WHAT IS WORKFLOW? TYPES OF WORKFLOW IN EISENVAULT DMS
What is Workflow? A workflow is a sequence of connected tasks applied to a document or other item of content. Each task can be performed by a person, a group, or automatically. For example, you might have a document that you needed reviewing and approving by a number of people. The sequence of connected tasks […]
SHARE YOUR FILES AND FOLDERS TO NON-DMS USER FROM EISENVAULT DMS – PUBLIC SHARE
Sharing files to anyone who doesn’t have access to EisenVault DMS is possible now, anyone can preview the files and download just share one link, via email, Facebook, Twitter, and Google, and for the folder, a public link generated and that is accessible to download. For Files: 1. In the Document Library find the file […]
How to check all action performed on document in EisenVault DMS – AUDIT TRAIL
An audit trail is a step-by-step record by which any action done on any document can be traced to its source. Audit trails are used to verify and track many types of documents. Go to Document Click on More Click on Audit Trail Users can see all the activities performed on the document.
HOW TO SET MULTI-LEVEL WORKFLOW ON FOLDER – DEFINE WORKFLOW
Go to Document Library Choose folder where you want to set multi-level workflow(Define Workflow) Click on “More” Click on “Define Workflow” Select the Approver Click on “Select” and search the approver then click on (+) add Check the sub-folder checkbox then click “OK”. A pop-up message received workflow added successfully. Note: Define workflow action will […]
HOW TO SET RULE TO RECEIVE EMAIL NOTIFICATION ON DOCUMENT UPLOAD.
Go to Document Library. Choose the folder and click on more. Click on Manage Rule. Click on “Create rules”. Enter the name and description. In “Define Rule” when select from drop-down “Items are created and enter this folder”. Check the box “if all criteria met” from the drop-down “All Item”. Then in “Perform Action” section […]
What is the backup and restoration process of EisenVault?
For Cloud Instance: Every day at a scheduled time (usually around midnight), a scheduled backup job is run on all our servers This creates a backup of all database tables and stores them on AWS S3 buckets. Restoring the database can take from 5 mins to 3-4 hours depending on the size of the database. […]
How do I search for documents in EisenVault?
EisenVault allows you to use multiple criteria for effective searching and saving your time. You may search for people, department or a document by using the search panel available on the top right of your screen. The search gives you all the relevant results based on the keyword being searched. You have the option of […]