WiseIndex 2022
7
7
6
Table of Contents
WiseIndex 2022
7
WiseIndex 2022 — 7
WiseIndex 2022 — 6
CSoft Software License Agreement
Server Requirements
2.Introduction
3.Installation Guide
4. Configuration Guide
5. Getting Started
5.1 Overview of WiseIndex 2022
5.2 Navigation
5.3 Setting up WiseIndex
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
9.7 File History
9.8 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
15.1 Create Roles
15.2 View/Edit Roles
15.3 Add Users
15.4 View/Edit Users
15.5 Active/Inactive Users
15.6 Edit Profile
16 Tags
16.1 Add tags
16.2 View files using tags
17. System admin role
17.1 System admin dashboard
17.2 Settings
18.Current details
19. Frequently Asked Questions (FAQs)
Download as PDF
14.2 View/Edit Task
14.1 Create Task
14.2.1 View Task Information
Feedback
Was this helpful?
Yes
No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
×
Thanks for your feedback.
Post your comment on this topic.
Your name *
Your e-mail address *
Comment *
Post Comment
Post your comment on this topic.