Introduction
Easy DMS is a tool that helps users manage documents in Easy8. It adds many features to improve how documents are stored, shared, and updated. This article explains what Easy DMS is, how it works, and why it is useful.
Target Audience
- User
Understanding Easy DMS
Definition
Easy Document Management System (Easy DMS) is:
- A plugin for Easy8
- Designed to improve the default Documents module
- A system for storing, organizing, and tracking documents
- A tool that reduces paper use and adds automation to document processes
- Integrated with WebDAV, allowing users to manage files directly from file managers like Windows Explorer
How It Works
Easy DMS adds important functionality to document handling:
- Directory structure: Organize documents into folders
- Versioning and revision history: Track changes and authors
- Email notifications: Alerts for document and folder changes
- Document locking: Prevent edits during lock
- Multi-upload/download: Drag-and-drop support and ZIP download
- Sharing: Send documents or links via email
- Approval workflow: Custom review processes
- Audit tracking: Logs of who accessed documents
- Activity feed integration: Shows changes in Easy8
- Wiki macros: Link documents in wiki pages
- WebDAV support: Access files from local file managers
- Full-text search (optional): Search document contents
- Symbolic links: Link files from different folders
- Tagging: Organize and filter documents with tags
- Trash bin: Recover deleted documents
Examples
For example:
- A project manager creates a folder structure for a project
- Team members upload and update versions of documents
- Users receive email notifications for changes or approvals
- Files are accessed through Windows Explorer using WebDAV
Conclusion
Easy DMS extends the basic document module in Easy8. It helps users organize files better, track changes, and work more efficiently with documents. It is especially useful in teams where documents are shared and updated often.
