Publishing and managing documents

DMF

2101** CUSTOMER PORTAL DOCUMENTS

210101 CUSTOMER PORTAL DOCUMENTS VIEW

Akuiteo enables you to publish and remove documents at anytime.

Documents are published and managed from the Desktop Application. You can also publish documents directly from the Customer Portal.

DMF

210102 CUSTOMER PORTAL DOCUMENTS UPLOAD

210103 CUSTOMER PORTAL DOCUMENTS DROPBOX UPLOAD

210104 CUSTOMER PORTAL DOCUMENTS GOOGLE DRIVE UPLOAD

The documents management screen is accessed from the Documents menu.

Reminder

  • It is recommended to set a size limit for documents that can be uploaded and specify the authorized file extensions. To do so, you must modify the following Tomcat parameters in the setup files: t9gest.uploadmaxsize, t9gest.allowext et t9gest.disallowext. For more information, refer to the documentation on Tomcat parameters.
  • By default, a document is published with no end date.
  • A document added from the Customer Portal can be found at the same location in the Desktop Application.

Adding a file from the computer

1 Select the file following the method of your choice:
  1. Drag and drop the document onto the Drop a document area.
  2. Click on the Drop a document area and select the file.
  3. Above the Drop a document area, click on > File then select the file.
2 In the New document window, enter a title and select a category and a sub-category.
3 Validate by clicking on Save.

Adding a web address

1 Click on then on Web address.
2 In the New document window, enter the website's address and select a category and a sub-category.
3 Validate by clicking on Save.

Adding a file from Dropbox

1 Click on then on Dropbox.
2 In the Dropbox page that opens, log into your account and select the file. Do not forget to enable documents sharing.
3 In the New document window, enter a title and select a category and a sub-category. The document URL is shared.

Managing the list display

The following icons are displayed at the bottom of the page:

  • : enables you to export the list in Excel format. A file is automatically downloaded on your computer.
  • : opens a window that helps you set up the columns that are displayed on the screen.
  • : enables you to reload the list.

Deleting a document

To delete a document published from the Customer Portal, click on in the ACTIONS column.

When you delete a document in the Customer Portal, the document is automatically deleted from the Desktop Application as well. You can only delete the documents you have published.

You can also search documents directly from the Customer Portal.

To quickly find a document in the Customer Portal, you can:

  • Enter a text in the search field at the top right of the screen: the search is performed on the text displayed on the screen (document or file name, name of the publisher, etc.) and not on the document's content.
  • Filter documents: filter fields are displayed on the left side of the screen. You can filter the results by read/unread documents, categories, sub-categories, contacts who published the document or publication periods.
  • Navigate through the table by clicking on the arrows at the bottom of the page.

To download a document published by you or another contact from the Customer Portal:

  • Click on the document's title or the file's name in the table.
  • Click on .

The file is downloaded on your hard drive and the operation is automatically saved in the history tab of the document record sheet in the Desktop Application.