Web DM Knowledge Base
WebPal DM is a robust Document Management system which enables users to store and share documents online. The current version, DM2 was released in February 2010. Contact us to learn more.
Getting Started with WebPal DM
| Understanding the User Interface Get familiar with the WebPal DM user interface. Get a quick snapshot of what goes where. |
| Adding a File Learn how to add files to your DM. This feature is available only to those users with read & write permissions. |
| Sharing a file Learn how to share your documents with authiorized personnel or the general public. This feature is available only to those users with read & write permissions. |
| Creating a Folder Learn how to create new folders in your document manager. This feature is available only to those users with read & write permissions. |
| Deleting a File or Folder Learn how to delete files and folders from your document manager. This feature is available only to those users with read & write permissions. |
| Downloading Files and Folders Download multiple files and folders. |
| Searching for a file or folder Learn how to use our robust search engine to easily locate your files and folders. |
Administrative Functions
Please note that there are different levels of administrative functionality available depending on which package you purchased with your DM installation. Contact us to learn more.
| Setting up Groups Setup groups so that users can send out notification emails once they've added a new document. |
| Adding and Removing a User Add a new user to the WebPal DM system. Setup general roles for users by enabling or disabling administrative access. |
| Assigning Root Folders & Permissions Assign permissions to users to determine which folders they have access to, and in each instance, which permissions they have in those folders. |
| Using the Activity Log Learn how to navigate through the "Activity Log" to view and export admin and user activity. |
