

	Copyright


	Welcome to DM Classic Webtop


	Getting Started

	About the DM Classic Webtop
	Browser Requirements
	How the DM Classic Webtop Works
	Java Forms Versus HTML Forms
	What Is Java and How Is It Used Here?
	What Is HTML and How Is It Used Here?
	About the DM Classic Webtop Help
	Help Navigation Buttons
	Related Topics Buttons
	Help Navigation Tools
	Links
	Bold Text
	Accessibility Features in the DM Classic Webtop
	Tab Key Sequence
	Arrow Keys
	Spacebar
	Enter
	ALT Attribute
	Navigational Link
	LABEL Element
	TITLE Attribute
	Microsoft Accessibility Options
	Log On to or Log Off from DM Classic Webtop
	Log On to DM Classic Webtop
	Log Off from DM Classic Webtop
	Potential Log Off Error:
	Specifying Additional Logon Information
	The DM Classic Webtop Interface
	The DM Classic Webtop Browser Window
	Navigation Pane
	Tree View
	Tab Views and Item Listings
	Preview Pane
	Navigation Aids
	Using the Navigation Pane
	Use the DM Classic Webtop Tree
	Working with a Library in the Tree
	Working with Your Workspaces in the Tree
	Dragging Items to the Tree
	Working with DM WorkFlow in the Tree
	Tab Views and Items List
	Selecting Items in a List
	Availability of Options in the DM Classic Webtop
	The DM Classic Webtop Page Being Accessed
	The Type of Account in Use
	The Current Status of the Document
	The Security Levels Granted to the Current User
	The Presence of Additional DM Components or Products
	DM WorkFlow
	Records Management
	Imaging

	Use the DM Classic Webtop Features

	Use the Quick Reference Page
	Using the Actions Menu and Icons
	Setting Display Options
	Use the Recently Edited Tab
	View All Recently Edited Items
	Use the Checked Out Tab
	Use the Public Folders Tab
	Use the Quick Searches tab
	Use the Workspaces Tabs
	Work with Multiple Items
	Create New Documents
	Fill Out the Document Profile
	Additional Document Profile Fields
	Document Retention
	Retention Days
	Retention Types
	Assign Rights to a Document
	Set Access Rights Using the Security Window
	Available Trustees
	Setting Access Rights for Documents
	Access Rights Templates and Options
	Notes on Security Inheritance
	Use the Templates Tab
	View Available Template Documents
	Import a New Document
	Create a Copy of a Document or Folder
	Profile a Paper Document
	Creating and Modifying Templates
	Search for Documents
	The Search Field
	Ranking of Search Results:
	The Advanced Search Page
	Perform a Profile Search
	Enter Information on the Profile Search Tab
	Fields on the Profile Search Tab
	Notes:
	Search Using the Date Range Field
	Date Searching Syntax
	About Content Searches
	Perform a Content Search
	Create a Custom Search
	Content Searching Syntax
	Perform a Boolean Search
	Types of Syntax in Content Searching
	Simple Syntax
	Explicit Syntax
	Precedence Expressions in Content Searching
	Wildcards in Content Searching
	Search Operators
	Searching for Documents in Other Languages
	Multilingual Search Operators
	Search Results
	Use the Search Results Page
	Working with Items on the Search Results Tab
	Save the Search as a Quick Search
	Modify the Search Results Columns
	Actions on the More Actions Menu
	Quick Searches
	Use the Quick Searches Page
	Default Quick Searches
	View All Deleted Documents
	Session Searches
	Creating a Quick Search
	Modifying a Quick Search
	Fields on the Edit Quick Search Page
	Access Rights for Quick Searches
	View Your Quick Search Results
	Folders
	Create a Folder
	Create a Folder Using Java Forms
	Create a Folder Using HTML Forms
	View Your Folders
	View All Public Folders
	View Folder Contents
	View Folder Details
	Use the Folder Details Profile Tab
	Edit Folder Contents
	Update an Item's Properties
	Workspaces
	What Are Workspaces?
	Libraries
	Select Search and Default Libraries
	My Options
	Set Display Options
	Items List
	On Document Select
	Formats
	Navigation tree
	Application Window
	URL Window
	Default Viewer
	Event Settings
	DM Plugins
	Reference Tab
	Advanced Search Tab
	Action Icons
	Common Actions
	Toolbar Style
	File Plan Formats
	File Display
	Automatic Logon
	Add Action Icons to Your Items List
	Modify the Common Actions Icons
	Edit Personal Profile Defaults
	Install or Remove Smart Check In/Check Out Component
	DM Smart Checkin/Checkout
	Configure Your Components
	Modify the Smart CheckIn/CheckOut Directory
	Set Up Event Notification
	Define Trigger Events for Documents
	Define Trigger Events for Folders
	Configure Trigger Events for Documents and Folders
	DM Viewer
	Set DM Viewer as Default Viewer
	Use the DM Viewer
	Full-Text Search Hits
	Table Lookups
	Use a Table Lookup
	The Table Lookup Filter
	SQL Wildcards Accepted in a Table Lookup

	Work with Documents

	Document Operations
	View Document Contents
	Configure the Browser to View Documents
	Microsoft Internet Explorer
	Search Term Navigation
	Viewing Scanned and OCR Documents
	For Scanned and OCR Documents found through a Content Search
	For Scanned and OCR Documents found through any other search
	Work with Documents
	Document Status Descriptions
	Change Multiple Profiles
	View a Document's Details
	Use the Document Details Profile tab
	View Document or Folder History
	Activity Types in Document or Folder History
	Determine Where an Item Is Used
	View and Create Related Items
	Work with Document Versions
	Add a Version or a Sub-Version
	The Edit Version Properties Page
	Work with Attachments
	Checking Documents Out and In
	Check Out Documents
	View All Checked Out Items
	Check In Documents
	The Document Upload Page
	Document Download for Internet Explorer
	Smart CheckIn/CheckOut
	Remove Local Document
	Get a Copy of a Document
	Check Out Documents Using Smart Check Out
	Check In Documents Using Smart Check In

	Records Management

	RM Overview
	RM Components and Concepts
	File Plan
	File Plan Display Options
	File Plan Formats
	Show Closed Files
	Using the File Plan View
	Files and File Parts in RM
	Documents in RM
	Requesting and Borrowing Items
	The Recently Used Categorization in RM
	The Group Favorites Categorization in RM
	Using RM
	New Document Page for Electronic Documents in RM
	Fields on the New Document Page for Electronic Documents
	New Document Page for Paper Documents in RM
	Fields on the New Document Page for Paper Documents
	File Part Lookup Page
	Fields on the RM Profile Search Page
	The RM Search Results Page
	Adding or Editing RM Quick Searches
	The New Request Page
	The Cancel Request Page
	The Contents Tab
	The Contents Page
	Document Disposal Instructions
	Remove Document Disposal Instructions
	Assign Disposal Instructions Page
	RM Commands
	The Loan Command
	The Return Command
	The Suspend Command
	The Release Command
	The Supersede Command
	The Change Vital Status Command
	The Vital Review Date Command
	A Problem Has Been Detected

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