In this article you will learn:
- How to manage the details of the documents in the library
- Download a document
- Manage the documents' permissions
- Document's security
- How to manage the details of the documents in a meeting
- Download a document
- Manage the documents' permissions
- Document's security
- Edit the title of the document
- Give access permissions to certain groups or members
- Assign a label to the document
- Assign a security level
- Manage the documents' permissions
If you change anything on the "Details" page, remember to always click on "Save" at the bottom.
You also have the possibility to use the multiple selection, to modify several documents at the same time.
You will only have to:
- Click next to the date and select all the desired documents
- Select one of the options in the toolbar at the top
The options in the toolbar are:
- Label: Assign the document to one or more labels
- Share: Manage the documents' permissions, the groups and or individual members that will have access to the document
- Notify: Send a notification to the members that have access to that document
- Security: Assign a security level
- Delete
Warning
Even if there are no format restriction in the library, it is only possible to preview and open a document if it is PDF a MS Office file converted to PDF by Sherpany.
Download a document
Once you open the detail page, if it is a PDF, at the top you will see the preview of the document.
You can directly select on "Download".
If it is a PDF, you can click on the preview to open the document full screen, and here click on the download icon at the top right.
Manage document permissions
In the "Details" page of the document, under "Permissions" you can select a group or individual members. The document will only be available for the members selected.
Warning
In order to publish the document in the library, you need to assign the document to at least one group and one label.
A '!' will appear next to a document if a group or label is not defined. This will disappear once groups and labels are assigned and saved.
Document's Security
At the bottom of the "Detail" page you can set the security level for the document.
There are 4 levels available:
- 1 Full access: Members can view, download or print without watermark.
- 2 Watermark: Members can view, download the document or print it with watermark
- 3 Printing disabled: Members can view and download the document, but printing is disabled in Adobe Reader.
- 4 View only: Member can view the document in the web view, but download and printing are restricted.
Warning
You can only assign a security level to PDF documents or to MS Office files converted to PDF by Sherpany. If other formats are available in the library, you only be able to download them, you can't open the preview nor print them.
- Edit the title of the document
- Assign a security level
If you change anything on the "Details" page, remember to always click on "Save" at the bottom.
Download the document
Once you open the detail page, at the top you will find the preview of the document.
You can directly select on "Download".
You can click on the preview to open the document full screen. Here click on the download icon at the top right.
Manage documents permission
In the side panel click on "Permissions".
Here you will find the list of attendees in the meeting. You can manage who has access to the document by selecting or deselecting next to the name of the member attending.
For any change made, remember to always click on "Save" at the bottom.
Warning
Administrators will always have access to all the points and documents of the agenda. You can't deselect them from this list. You also cannot select a user in a document if that user doesn't have access to the agenda item.
Document's Security
At the bottom of the "Details" page you can set the security level for the document.
There are 4 levels available:
- 1 Full access: Members can view, download or print without watermark.
- 2 Watermark: Members can view, download the document or print it with watermark
- 3 Printing disabled: Members can view and download the document, but printing is disabled in Adobe Reader.
- 4 View only: Member can view the document in the web view, but download and printing are restricted.