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Dashboard

In the middle of the dashboard, you will find the multi-part search input field.

In the footer area, the objects that you recently created or edited are displayed in the form of a tile row. Click the Recently created or Recently edited buttons below the tile row to select which objects you want to view. If you click the More... button to the right of the objects listed in the footer area, the listed objects are displayed in a hit list.

Navigation by Keyboard

In addition, most of the commands can be activated (even without a mouse click) at any point of the user interface via the command palette interface by hitting Ctrl twice (Quick Access). If a string is entered there, all commands containing this string are filtered.
Example: An input of "si" lists among others both Create: Sick note, and Create: Document (classified).

With ?<search string> a full-text search of matching DMS objects is requested.

Menus

Main Menu

You can access the main menu using the Main menu icon on the yuuvis® Momentum bar. You can access the following areas via the main menu:

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• the columns that are shown/hidden in a hit list,

• the order in which columns are shown, and

• the columns that are to be pinned or sorted.

Alt: Press Save button to store the changes, the Cancle button to discard the changes made or the Reset to default button to restore the original configuration.

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You require the YUUVIS_CREATE_OBJECT role to be able to create objects.

You can create objects (folders and documents) in stages. This procedure is especially useful if you create a lot of objects in a short space of time that you do not want to complete until later.

>> ObjectCreateComponent

Creating Documents

The following options are available for you to create documents:

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• Selected elements:

  • The row of selected elements is highlighted.

  • Multiple rows can be selected.

• Focused elements: 

  • Only one element out of all selected elements can be focused.
  • The icon is highlighted again at the beginning of the row.
  • For focused elements, the object aspects are displayed in the object area.

You can use the mouse to select further elements by additionally holding down the Ctrl button or the Shift key while clicking these elements. If you hold down the Shift key when clicking the mouse, all the rows between the row you have clicked and the row with the most recent focusing are selected, but the focus remains on the first row. If you hold down the Ctrl key when clicking the mouse, the row you have clicked is highlighted in addition to the existing selections. The focus still remains on the first row. When you position the cursor on another selected row and click the right mouse button, this row is focused.

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If an admistrator configures further types of business processes in addition to the follow-up processes, they can be started for individual objects via the object action under MORE ACTIONS. All active processes started by yourself are listed in My processes.

Inbox

Alt: Each process contains tasks that are created on the basis of at least one particular document and have to be solved by the users. The responsible users retrieve their tasks from their Inbox. More attachments can be added to the task in the Inbox during the process. They are displayed for every task in the right window in the Attachments tab. The document highlighted in the accent color is always the focused attachment. The first attachment cannot be deleted with "X" .

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