Documents
In the module Documents, documents can be easily managed and synchronised across the entire fleet to ensure that ships have instant access to accurate documentation.
Documents can also be created based on a template, to ensure that all created documents follow the right layout. User forms can also be created in this module.
How do I create a new document category?
Click New Category... or right-click on an empty part of the tree structure and select New... ...
How do I copy a category?
Right-click on the category and select Copy. Select the location you want to copy the category...
How do I assign roles to categories?
Right-click on a document category and select Edit... In the central column (visible for user ...
How do I create a new document?
Click on New document. Click on to select the document. Enter or edit the Name. The name of...
How do I create a template?
Click on Administration in the sidebar. Select Documents. Select Templates. In the screen Ma...
How do I edit a template?
Right-click on the template and select Edit template... The template can now be edited in an e...
How do I create a document based on a template?
Click on New template document. Select a template from the drop-down menu. Complete all requi...
How do I complete a form?
Click on New form and select the desired form. Enter at a minimum the mandatory fields. Selec...
How do I make a form ‘read only’?
Right-click on the form. Select Edit properties... Select the option Is closed. You may fi...
How do I delete a document?
Right-click on the relevant document in the document list and select Delete... Select the loca...
What is the difference between duplicate and copy?
When you duplicate a document or category, they can only be copied in the same category. When yo...
How do I obtain editing rights?
To prevent discrepancies in the content of a document, an editable document cannot be edited at m...
How do I see what happened to a document?
Right-click on a document. Select View log...
How do I search for a document?
Enter a search term into Search... All documents that contain the search term will be displaye...
How do I create a document task?
Right-click on the document and select Add task. Enter the fields Due date and Description. ...