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Please review this section to familiarize yourself with basic infoRouter Document Management concepts. These concepts will be explained in detail in further but it will be
useful to get a quick understanding now.
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Libraries: |
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libraries (infoRouter work areas) are root-level folders. libraries are isolated environments in which a group of users can work, collaborate and produce documents. Access to libraries is subject to security permissions. Only the members of libraries can navigate inside libraries or even see that they exist. Users and User Groups are assigned as "Members" to libraries by the System Administrator and "Library Managers". |
| Folders: |
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Folders are used to store and organize documents. Folders may contain any number of documents in a wide variety of file formats. Like libraries, access to folders is subject to security permissions. Users may be granted or denied access to individual folders. |
| Documents: |
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A document is any electronic file stored in InfoRouter. A document can be
virtually any electronic file produced by familiar applications such as
Microsoft Word, Microsoft Excel, Microsoft PowerPoint , WordPerfect, Visio, or
any other type of electronic file such as audio and video files. InfoRouter
manages all types of electronic documents in their native format. In other
words, it does not attempt to convert or interfere with document content. |
| Custom Properties: |
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Custom Property Sets are user defined information sets that can be attached to
folders, documents and users. They are used to further define the document,
folder or user. A common use for this feature is to allow documents to be
searched based on custom information, rather than just their name or content.
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| Portals: |
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infoRouter portals are customizable and personalizable web pages that are
capable of serving infoRouter content. Their main purpose is to greet users and
provide content specific to users or a group of users. You may use infoRouter
portals to create web pages for your partners, vendors and employees to provide
colorful content rather than a dry list of folders and files. Because they are
capable of serving content, you may choose to design portals that provide
critical content all on the portal and avoid having to allow navigation into
the document library.
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| Content Searching: |
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infoRouter is capable of performing an internet-like search on documents and
folders based on their content. Various common file formats are indexed giving
infoRouter users the ability to search for documents based on their text
content. You can use various third-party plug-ins called "ifilters
" to broaden the range of file formats that can be indexed.
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| Version Control: |
| infoRouter retains multiple versions of a document. Every time a document is checked out, edited and checked back in, infoRouter creates a new copy of this document and retains all previous versions. All versions are retained until the owner of the document or an authorized user decides to clean up previous versions. When you open a document, infoRouter will always display the latest version of that document making it virtually impossible to accidentally work with an older copy. This feature allows you to revert back to older versions in case undesirable changes have been made to your documents. |
Next Topic is Getting Started |
infoRouter Document Management Software with integrated Content Management, Records Management, Forms Management and Workflow Copyright(©) 1998-2007 Active Innovations, Inc - Document Management Software |