Show TOC level 1 only Show TOC levels 1-2 Show TOC levels 1-3 Show TOC levels 1-4 Show all TOC levels  

 

Copyright

 
 

Welcome to DM Classic Webtop

 
 

Getting Started

 

About the DM Classic Webtop

Browser Requirements

How the DM Classic Webtop Works

Java Forms Versus HTML Forms

About the DM Classic Webtop Help

Log On to or Log Off from DM Classic Webtop

Log On to DM Classic Webtop

Log Off from DM Classic Webtop

Specifying Additional Logon Information

The DM Classic Webtop Interface

The DM Classic Webtop Browser Window

Navigation Aids

Use the DM Classic Webtop Tree

Tab Views and Items List

Availability of Options in the DM Classic Webtop

 

Use the DM Classic Webtop Features

 

Use the Quick Reference Page

Using the Actions Menu and Icons

Setting Display Options

Use the Recently Edited Tab

Use the Checked Out Tab

Use the Public Folders Tab

Use the Quick Searches tab

Use the Workspaces Tabs

Work with Multiple Items

Create New Documents

Fill Out the Document Profile

Use the Templates Tab

Import a New Document

Create a Copy of a Document or Folder

Profile a Paper Document

Creating and Modifying Templates

Search for Documents

The Search Field

Ranking of Search Results:

The Advanced Search Page

Perform a Profile Search

About Content Searches

Perform a Content Search

Create a Custom Search

Content Searching Syntax

Search Operators

Search Results

Use the Search Results Page

Working with Items on the Search Results Tab

Save the Search as a Quick Search

Modify the Search Results Columns

Actions on the More Actions Menu

Quick Searches

Use the Quick Searches Page

Creating a Quick Search

Modifying a Quick Search

Fields on the Edit Quick Search Page

View Your Quick Search Results

Folders

Create a Folder

View Your Folders

View Folder Contents

View Folder Details

Use the Folder Details Profile Tab

Edit Folder Contents

Update an Item's Properties

Workspaces

What Are Workspaces?

Libraries

Select Search and Default Libraries

My Options

Set Display Options

Add Action Icons to Your Items List

Modify the Common Actions Icons

Edit Personal Profile Defaults

Install or Remove Smart Check In/Check Out Component

Configure Your Components

Set Up Event Notification

DM Viewer

Set DM Viewer as Default Viewer

Use the DM Viewer

Table Lookups

Use a Table Lookup

The Table Lookup Filter

SQL Wildcards Accepted in a Table Lookup

 

Work with Documents

 

Document Operations

View Document Contents

Work with Documents

Document Status Descriptions

Change Multiple Profiles

View a Document's Details

Use the Document Details Profile tab

View Document or Folder History

Determine Where an Item Is Used

View and Create Related Items

Work with Document Versions

Add a Version or a Sub-Version

The Edit Version Properties Page

Work with Attachments

Checking Documents Out and In

Check Out Documents

Check In Documents

The Document Upload Page

Document Download for Internet Explorer

Smart CheckIn/CheckOut

 

Records Management

 

RM Overview

RM Components and Concepts

File Plan

File Plan Display Options

Using the File Plan View

Files and File Parts in RM

Documents in RM

Requesting and Borrowing Items

The Recently Used Categorization in RM

The Group Favorites Categorization in RM

Using RM

New Document Page for Electronic Documents in RM

Fields on the New Document Page for Electronic Documents

New Document Page for Paper Documents in RM

File Part Lookup Page

Fields on the RM Profile Search Page

The RM Search Results Page

Adding or Editing RM Quick Searches

The New Request Page

The Cancel Request Page

The Contents Tab

The Contents Page

Document Disposal Instructions

Remove Document Disposal Instructions

Assign Disposal Instructions Page

RM Commands

A Problem Has Been Detected