iSpecDMS overview
Login screen
Internal users
Dashboard
Recent documents
Favourites
Items to action
All documents
Folders
All templates
Trash
Limiting or hinding the trash folder
Search
Document management
Creating documents
Document creation options
Adding content to your document
Outline tree
Info bar
Editing tools
Variable manager
Link manager
Signatures
Splitting sections
Moving & Merging sections
Document tab properties
Poke actions
Manage users
Reminders
Document settings
Heading text replacement
Print/Send
Adding header and footers
Section tabs
Comments
Internal notes
Section settings
Variable manager
Library
Freeze
Section history
Adding content with Approval permission
Adding content without Approval permission
Locking, Agreeing and Finalizing documents
The Approval routing process
Creating an approval routing
Managing an approval routing
Completing the approval routing
Whats new
Excluding sections (Document)
Template management
Creating templates
Template creation options
Content section (template)
Outline tree
Adding content
Editable, Non-editable & Mandatory sections
Excluding sections (Template)
Copying templates
Copying templates to a different language
Info bar
Editing tools
Template document tab properties
Actionable items (Pokes)
Manage users
Reminders
Template document settings
Print/Send
Freeze
Section tabs
Comments
Internal notes
Section settings
Template global settings
Variable manager
Library
Section history
External users
My Profile
Dashboard
Recent document
Favourites
My documents
Editing documents
Info bar
Document tab properties
Poke actions
User access
Print/Send
Section tabs
Comments
Variable manager
Freeze
Section history
Agreeing documents
Signing documents using a digital signature
What's new
Search
Section Library
Adding groups, types and sections
History (version control)
Adding section language version
Translating section language versions
Batch status update
Scheduled reviews
Administrator settings
Setting up iSpecDMS
System settings
Company settings
Mail and server settings
Application settings
Settings
System Administration
Reports
Manage users
Managing internal users
Adding Internal users
Moving & Deleting Internal Users
Default Roles
Active documents
Batch delete user roles
Batch replace user roles
Batch replace section ownership
Historical Roles
Viewing internal user logs
Approval functions
Managing external companies/users
Adding External Users
Deleting External Users
Active projects
Batch delete user roles
Batch replace user roles
Historical Roles
Viewing external user logs
Locking users
System variables
Languages
User groups
Setting up user groups
User groups permissions
User roles
Creator roles
Managing roles
Document access rights
Document management rights
Approval routings
Approval functions
Revisions
Styles
Table styles
Document types
Mail Templates
Custom reports
Tags
Exporting users lists
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User roles
This menu option allows you to setup custom user roles over and above the default system ones and to set their permissions/access to different template and document functions.
The contents of User roles
Creator roles
Managing roles
Document access rights
Document management rights
Copyright Remy InfoSource Pte Ltd 2020
