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
What Is Java and How Is It Used Here?
What Is HTML and How Is It Used Here?
About the DM Classic Webtop Help
Help Navigation Buttons
Related Topics Buttons
Help Navigation Tools
Links
Bold Text
Accessibility Features in the DM Classic Webtop
Log On to or Log Off from DM Classic Webtop
Log On to DM Classic Webtop
Log Off from DM Classic Webtop
Potential Log Off Error:
Specifying Additional Logon Information
The DM Classic Webtop Interface
The DM Classic Webtop Browser Window
Navigation Pane
Tree View
Tab Views and Item Listings
Preview Pane
Navigation Aids
Using the Navigation Pane
Use the DM Classic Webtop Tree
Working with a Library in the Tree
Working with Your Workspaces in the Tree
Dragging Items to the Tree
Working with DM WorkFlow in the Tree
Tab Views and Items List
Selecting Items in a List
Availability of Options in the DM Classic Webtop
The DM Classic Webtop Page Being Accessed
The Type of Account in Use
The Current Status of the Document
The Security Levels Granted to the Current User
The Presence of Additional DM Components or Products
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
View All Recently Edited Items
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
Additional Document Profile Fields
Document Retention
Assign Rights to a Document
Set Access Rights Using the Security Window
Access Rights Templates and Options
Notes on Security Inheritance
Use the Templates Tab
View Available Template Documents
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
Enter Information on the Profile Search Tab
Fields on the Profile Search Tab
Search Using the Date Range Field
Date Searching Syntax
About Content Searches
Perform a Content Search
Create a Custom Search
Content Searching Syntax
Perform a Boolean Search
Types of Syntax in Content Searching
Precedence Expressions in Content Searching
Wildcards in Content Searching
Search Operators
Searching for Documents in Other Languages
Multilingual 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
Default Quick Searches
View All Deleted Documents
Session Searches
Creating a Quick Search
Modifying a Quick Search
Fields on the Edit Quick Search Page
Access Rights for Quick Searches
View Your Quick Search Results
Folders
Create a Folder
Create a Folder Using Java Forms
Create a Folder Using HTML Forms
View Your Folders
View All Public 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
Items List
On Document Select
Formats
Navigation tree
Application Window
URL Window
Default Viewer
Event Settings
DM Plugins
Reference Tab
Advanced Search Tab
Action Icons
Common Actions
Toolbar Style
File Plan Formats
File Display
Automatic Logon
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
DM Smart Checkin/Checkout
Configure Your Components
Modify the Smart CheckIn/CheckOut Directory
Set Up Event Notification
Define Trigger Events for Documents
Define Trigger Events for Folders
Configure Trigger Events for Documents and Folders
DM Viewer
Set DM Viewer as Default Viewer
Use the DM Viewer
Full-Text Search Hits
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
Configure the Browser to View Documents
Search Term Navigation
Viewing Scanned and OCR Documents
Document Status Descriptions
Change Multiple Profiles
View a Document's Details
Use the Document Details Profile tab
View Document or Folder History
Activity Types in 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
View All Checked Out Items
Check In Documents
The Document Upload Page
Document Download for Internet Explorer
Smart CheckIn/CheckOut
Remove Local Document
Get a Copy of a Document
Check Out Documents Using Smart Check Out
Check In Documents Using Smart Check In
Records Management
RM Overview
RM Components and Concepts
File Plan
File Plan Display Options
Show Closed Files
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
Fields on the New Document Page for Paper Documents
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
The Loan Command
The Return Command
The Suspend Command
The Release Command
The Supersede Command
The Change Vital Status Command
The Vital Review Date Command
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