Support and Help Site – EMDESK Classic

Documents Manager

Sharing documents with public links

July 18, 2014 Documents Manager 4429

With public links you can share documents stored in EMDESK with non-EMDESK users. Simply share the link in an email, post it on a blog or embed the document into your project website. A public link is a URL straight to any document stored in the document manager of your project, which can be shared...

Access rights / permissions in the document manager

October 28, 2013 Documents Manager 8178

The Documents Manager features a separate and additional access management, besides the Coordinator/Contractor role based access management at myEMDESK > Project Settings > User Accounts. For the Documents Manager, you can define read or read/write access per user or group at folder-level (sub-folder, etc.) and at document-level itself. Sub-folders and documents can be seen and...

Searching for Documents

October 28, 2013 Documents Manager 4337

Also in the Documents Manager, you can search for documents. To search, please type in the keyword related to the document name, description or document file name into the input field of the pop-up menu Documents. The results appear below the search field. When you click on a document, the document will begin to download....

Editing Documents

September 3, 2013 Documents Manager 4088

Document Properties To edit the document properties through the Documents Manager, simply click on the desired version you wish to edit and select the File Properties tab. From here you will be able to change the Document Title, Folder and Description. This will only be available if the document has not been locked.   Uploading...

Uploading New Documents

November 20, 2013 Documents Manager 4577

Before uploading a new document to the Documents Manager, you need to enter a folder. After you open a folder, click the at the top of the page. Your file browser opens. Select the file(s) from your desktop. You can select multiple files by keeping the CTRL key pressed when selecting the files on your desktop....

Creating Folders and Managing Folder Structures

March 8, 2013 Documents Manager 4310

To create a new folder or sub-folder within the Documents Manager, please click on the button in the left side panel. The form to create a new folder will appear and here you need to type the name of the folder, choose the parent folder and the permissions of the new folder to other users. Then...

Introducing the Documents Manager

March 8, 2013 Documents Manager 4174

The Documents Manager accessible through Documents can help you upload documents or a new document version to the shared project document repository. Share documents with certain project users and download or checkout documents for viewing or further editing. Use the button to browse through the folder structures from the left side panel and to open folders. The list of...