Introduction
This guide will show you how to manage documents using the Document Management System (DMS) in Easy8. You’ll learn how to create folders, upload files, move documents, and control folder access. By following these steps, you can organize all project documentation in one structured place.
Target Audience
- User
Prerequisites
- The DMS module must be activated in your project settings
How to Manage Documents in DMS
Step 1: Activate the DMS Module
- Go to the specific project
- Click on Settings > Modules tab
- Check the checkbox next to DMS
- Click Save
Step 2: Understand the Interface
- The upper part shows the folder and file tree
- The lower part is for uploading files
Step 3: Organize with Folders
Create a New Folder
- Click the Create folder button in the top right corner
- Enter a title and optional description (supports formatting, links, etc.)
- Select roles allowed to access the folder
- Click Save
Create a Folder by Copying
- Open the folder list and find the one you want to copy
- Right-click the folder or use the right menu, then choose Copy/Move
- Select the Target project and Target folder
- Click Copy
Step 4: Set Folder Permissions
- When creating or editing a folder, assign specific roles and members
- This limits who can access or modify the folder and its contents
Step 5: Use the Folder List
Each folder listed includes:
- Folder name
- Creation date and author
- Editing tools
- Delete option
- Email notification toggle
You can edit folder names and descriptions using the same form used for creating them.
Tip: Click the arrow icon in the folder list column header to sort folders in alphabetical or reverse order.
Step 6: Move Documents with Drag and Drop
- You can drag documents from one folder to another or between parent and subfolders
- This allows for fast and intuitive reorganization
Conclusion
You have successfully learned how to manage documents in Easy DMS. Use folders, permissions, and drag-and-drop to keep your documents organized and accessible to the right people.
