WiseIndex 2022
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7
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Table of Contents
WiseIndex 2022
6
WiseIndex 2022 — 7
WiseIndex 2022 — 6
1. CSoft Software License Agreement
2. Introduction
5. Getting Started
5.1 Overview of EDA 2020
5.2 Navigation
5.3 Setting up EDA
5.4 Finding Documents
6. Enterprise
7. Departments
7.1 Add Departments
7.2 View/Edit Departments
7.3Active/Inactive Departmennt
7.4 Manage department projects
7.5 Manage Department Users
7.6 Manage department fields
8. Projects
8.1 Add Projects
8.2 View/Edit Projects
8.3 Active/Inactive projects
8.4 Manage/View Project Users
8.5 Manage project fields
8.6 View project files
9. Files
9.1 Upload Files
9.2 View Files
9.2.1 View file information
9.2.2 Navigate within multipage documents
9.2.3 Navigate using layers
9.2.4 Search text
9.2.5 Other viewing controls
9.2.6 Annotations
9.3 Download Files
9.4 Revisions
9.4.1 Upload a new version
9.4.2 View earlier revisions
9.5 Related files
9.6 Tasks Against a File
9.6 File History
9.7 File Operations
10. Fields
10.1 Field Types
10.2 Add Fields
10.3 View/Edit Fields
10.4 Active/Inactive Fields
11. Filters
11.1 Add Filters
11.2 View/Edit Filters
11.3 Delete Filters
11.4 Temporary filter
12. Views
12.1 Add Views
12.2 View/Edit Views
12.3 Delete Views
12.4 Temporary view
13. Reports
13.1 Create Report
13.2 View/Edit Reports
13.3 Delete Report
13.4 Preview/Multiview Reports
14. Tasks
14.1 Create Task
14.2 View/Edit Task
14.2.1 View Task Information
14.2.2 Associated Files
14.2.3 Task History
14.2.4 Task Comments
15. Users and Roles
13.1 Create Roles
13.2 View/Edit Roles
13.3 Add Users
13.4 View/Edit Users
13.5 Active/Inactive Users
13.6 Edit Profile
14 Tags
14.1 Add tags
14.2 View files using tags
15. System admin role
15.1 System admin dashboard
15.2 Settings
16.Current details
17. Frequently Asked Questions (FAQs)
9.7 File Operations
9.6 File History
10. Fields
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