iSpecDMS overview

Recent documents

Items to action

Limiting or hinding the trash folder

Document management

Creating documents

Document creation options

Adding content to your document

Variable manager

Splitting sections

Moving & Merging sections

Document tab properties

Document settings

Heading text replacement

Adding header and footers

Section settings

Variable manager

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

Excluding sections (Document)

Template management

Creating templates

Template creation options

Content section (template)

Editable, Non-editable & Mandatory sections

Excluding sections (Template)

Copying templates

Copying templates to a different language

Template document tab properties

Actionable items (Pokes)

Template document settings

Section settings

Template global settings

Variable manager

Section history

Recent document

Editing documents

Document tab properties

Variable manager

Section history

Agreeing documents

Signing documents using a digital signature

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

System Administration

Managing internal users

Adding Internal users

Moving & Deleting Internal Users

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

System variables

Setting up user groups

User groups permissions

Document access rights

Document management rights

Approval routings

Approval functions

Exporting users lists

Section tabs

Section tab properties

Properties relating to headings and sections are in the right side panel.

Comments - Add/View comments linked to the heading.

Notes - Add/View notes linked to the heading or section.

Section settings - Show/manage the section properties.

Variable manager - List all the variables in a document

Template global settings - Batch apply settings to multiple or ALL sections.

Library - Link single or multiple library section to the document.

Freeze - Freeze a section so it can always be viewed while working on another section.

View history - If any changes are made to the original template section the changes will be shown here.

The contents of Section tabs

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