Nectain DMS User Guide

In this guide, you'll learn how to get the most out of Nectain document management system. You'll discover how to:

• Organize and manage your documents and folders
• Collaborate with your team on projects
• Find information quickly using powerful search tools
• Secure your documents with appropriate access controls
• Customize your system to suit your unique needs

 What’s in it?

This guide includes the following chapters:

• Get started — begin your journey by accessing the system, navigate the interface components, and set up your workspace by creating custom dashboards to organize your daily work.
• Work with folders — create, manage, and organize your folder structure to keep your documents organized.
• Work with documents — learn all document operations including creation, import, version control, organization, viewing, sharing, and mass editing to efficiently manage your files in the system.
• Organize folders and documents — organize your files using labels and stars for quick access to your most important documents and folders.
• Find needed folders and documents — master various ways to find your files by sorting columns, applying filters, performing searches, and creating reusable search parameters for frequent queries.
• Adjust display — personalize your view by modifying column layouts, adjusting display options, and organizing content to match your workflow.