Introduction
Understanding how documents are displayed and managed in the Document Management System (DMS) of Easy8 is essential for efficient file handling. This article explains the structure of the document list and what information is available in document detail views.
Target Audience
- User
Understanding Document Lists and Details
List of Documents
When files are added to a folder, they are displayed in a structured list. Each document entry includes:
- File title and name
- File size
- Last modification date
- Version
- Workflow state
- Author (updated based on latest revision)
From this list, you can:
- Lock or delete files
- Track changes: moving a document creates a new revision and changes the author to the user who moved it
Document Details
Clicking the Edit icon on a document opens its detail page. Here, you can view:
- File history and versions
- Workflow state
- Download or email entries (toggle visibility)
- Delete specific revisions
- Copy or move the file to another folder or project
As a project manager, you can also view statistics showing who downloaded each version, how many times, and when.
Adding a New Revision
To add a new revision, click the plus + icon next to "New Revision". On the following screen, you can:
- Update the title and description
- Add a comment
- Upload a new file to create a revision
You can assign either:
- Minor version (e.g., 1.1 → 1.2) for small changes
- Major version (e.g., 1.9 → 2.0) for significant updates
Click Create to finalize and save the new revision.
Conclusion
The document list and detail views in Easy DMS offer full control over document history, access, and organization. Understanding how to interpret and interact with this information ensures accurate versioning and clear document tracking.
