Archive is designed with a very simple
organizational hierarchy that mirrors a
typical paper document management system,
but with the added benefit of detailed
metadata (keywords) and more flexibility
(sub folders, virtual folders,
etc.).
Drawers are at the highest level, then
folders and files. Keywords and notes can
be assigned to any folder or file, and
each file is assigned a category and
type.
Examples:
- Human Resources drawer contains a
folder
for John Smith, categorized as an
applicant, with a file type of
resume.
- Marketing drawer contains a folder for
ABC Agency, categorized as advertising
partner, with a file type of print
ads.
Users can be as detailed as they want
with keyword assignments, and notes can be
added to any folder or file for greater
context.
You can view or edit folder
keywords by clicking on the Keywords section:
You can view or edit file keywords
by clicking on the key icon in the document
grid:
Doc Types and Doc Categories are
visible in the folder document grid:
To edit the type or category, right click on
any document and select "Properties" from the
menu.