Getting Started


KRYSTAL DMS - Enterprise Edition can be accessed using any standard Java enabled web browser from anywhere on your corporate intranet / extranet or internet.

To access KRYSTAL DMS - Enterprise Edition server, you can open the browser and visit http://localhost:portno/ to get connected on the server where it is installed.

If you are on a machine other than on which KRYSTAL DMS - Enterprise Edition is installed then visit http://hostname:portno/ where hostname is the name / IP address of the machine where it is installed and 'port number' on which it is configured to be running.

 

 

To gain access to KRYSTAL DMS - Enterprise Edition, users need to supply their secure user name, password and a domain name. Once logged in, users can navigate through all accessible documents using My Workspace.

On logging to the KRYSTAL DMS - Enterprise Edition, user is presented with his / her workspace. This area is designated as My Workspace.

 

 

This module provides a snapshot of the entire document library and applications available to the logged-in user.

User can access every function of the system from right within the My Workspace. Here user is presented with following applications.

  • Document Classes
  • DocViews
  • Messages
  • Document Sets
  • Checked Out Documents
  • Tasks
  • Announcements
  • Events
  • Discussions
  • Recent Access History
  • My Profile
  • Document Charts
  • Work Queues
  • Completed Instances (Only for Administrators)
  • Bookmarks
  • Document Tags
  • Recently Accessed Documents

The Main Menu of the system enables user to access various features of the system.

Logged-in users can access each and every module of the system using the main menu of the application. This is a drop down menu which contains following sub menus

  • My Workspace
  • Control Panel (Only for Administrators)
  • Add Document
  • My Profile
  • Change Domain

Along with the sub menus the menu also contain a global search feature that enables user to enter any term which s/he would like to search in the entire document repository.

 

 

My Workspace

Under this sub menu of the application, users can access following menu items / actions

  • Document Classes
  • DocViews
  • Messages
  • Document Sets
  • Checked Out Documents
  • Tasks
  • Announcements
  • Events
  • Discussions
  • Bookmarks
  • Search Notes
  • View Exception Logs

Control Panel (Only for Administrators)

Under this sub menu of the application, administrator type of users can access following menu items / actions

  • Manage User
  • Mange Groups
  • Manage Roles
  • Manage Domains
  • Manage Document Classes
  • Manage Indexes
  • Manage Lists
  • Manage ACL Templates
  • Manage Checkouts
  • Manage Hotlinks
  • Manage Announcements
  • Manage Events
  • Manage Discussions
  • Manage Workflow Templates
  • Manage Global Settings
  • Manage Jobs
  • System Reports
  • Recycle Bin

This feature allows user to search across all document classes to which s/he has read permissions. Also it seaches bookmarks, announcements and discussions in the system.

 

 

Add Document

Users can upload / store documents using this function of the system

Change Domain

Here list of all domains to which user has access will be listed as menu item. On clicking the domain name, user will be automatically signed in to that domain and the appropriate workspace for that domain will be displayed to the user.

User

Here user can see and edit his/her profile, preferences, password and picture

  • My Profile
  • Logout

Document Classes are nothing but a group of similar documents. Document which are similar in its functional capabilities are grouped under a particular document class. For example, Invoices, Purchase Orders, Shipping Confirmations etc.

On clicking My Workspace -> Document Classes link on the main menu of the system, user will be presented with a list Document classes to which s/he has at least read permissions. The number of document classes on the page is restricted by the hit-list size parameter of user’s preferences.

 

 

User can also see a graphical representation of number of documents added every month in each document class.

To view all the documents in the document class user can click on name of the document class. This will open up a hit list of document.

 

 

Please refer to Document Hit-list section of this document for further details.

Logged-in user can perform various searches on a particular document class on document indexes, meta-data and full text of the document content. To search within a document class user can click on Search icon associated with document class.

 

 

Search Criteria

Users can perform searches across all indexes in a document class. User can select from multiple operators to perform a search across indexes.

These operators are as given below.

  • Is
  • Is Not
  • Like
  • Not Like
  • Is Greater Than
  • Is Lesser Than
  • Between
  • Is Empty
  • Is Not Empty

Along with indexes, users can also perform searches on following meta-data fields

  • File Name
  • Document ID
  • Content Search
  • Creation Date (Created On)
  • Last Modification Date (Last Modified On)
  • Expiry Date (Expiry On)
  • Document Type
  • Created By
  • Last Modified By
  • Search all revisions

Document class statistics are also displayed with the search filters.

To search documents user can enter any of the criteria and click on Show Hits button. The resultant document hit-list will display all documents which matches users search criteria.

Search Results

User can perform index search across all the document classes to which s/he has at least read permissions. User will enter search text and click on the Search button to get a search result.

All the indexes across each of the document classes are queried by the system and matching results are displayed to the user. If matching value is found in the document class and if user has access to this document class then it will be displayed along with matching number of documents.

 

 

Please refer to Document Hit-list section of this document for further details.

To add a new document into existing document class, user can use this option. The option of adding a document is available only to those users who have create/add permissions on the document class. Clicking on Add Document link will open a page where user can select a document to upload from his/her workstation.

User must select a document and a document class to upload/capture a document into the system. User must also enter all the required / mandatory indexes defined for document class in order to store / upload the document to the system.

 

 

Users can add document to the repository directly from the main menu Add Document action as well. In this case user first have to select a Document Class, on selection of the class, all other meta-data indexes and document selection control will be displayed to the user.

On clicking the Save button, the document will be uploaded to the server system and stored in the selected document class along with index information.

User must input all mandatory fields in order to upload the document to the system.

If a workflow is associated with a document class then feature of uploading a new document to the document class will not be available. The document can only be uploaded using Start Workflow link available under Work Queues section of the My Workspace.

Users can also upload more than one document in a single go using the Bulk Upload feature of the system. Once user clicks on Bulk Upload link, bulk upload page is displayed to the user.

User can select documents to be uploaded by clicking on the Add Document button or by simply dragging and dropping documents on the area marked.

 

 

On clicking the Upload Documents button, the documents will be uploaded onto the server in bulk mode.

If a workflow is associated with a document class then this feature of uploading a new document using Bulk Upload will not be available. The document can only be uploaded using Start Workflow link available under Work Queues section of the My Workspace.

Please Note : No index information is added to the document when documents are uploaded using this feature of the system.

To get notifications on changes made on documents, user can subscribe to various events on a document classes. User can subscribe to following events for a particular document class.

  • Batch Import
  • Document is added
  • Document is edited
  • New version of document added
  • Document marked as deleted
  • Document marked as expired
  • Document is expiring in X-days

 

 

User can choose appropriate check boxes and click on a Save button to subscribe.

Document Hit-list displays all the matching documents from various searches or all documents from document classes.

 

 

Depending upon the permissions assigned to logged-in user, s/he can perform many actions on a document. Please refer following section for more details

Document Hit-list can be exported in excel format by clicking on Export to Excel button available below the document list.

 

 

The resultant excel sheet will contain all matching records which are available in hit-list in Microsoft Office Excel 2007 format (.xlsx).

If users have delete permissions assigned on the document class then a Delete link will be available to the user to delete documents. User must select at least one document by selecting the document to be deleted using associated checkbox.

Users can perform this activity on head revision of the document and only on those documents which are not locked. On clicking the link a confirmation is taken from the user and then delete operation is carried out.

 

 

On completion of delete operation, documents are moved to Recycle Bin of the system (accessible to administrators only) in Control Panel. These documents are no longer accessible by other end users unless they are restored back from Recycle Bin.

If users have delete permissions assigned on the document class then a Delete link will be available to the user to delete documents. User must select at least one document by selecting the document to be deleted using associated checkbox.

Users can perform this activity on head revision of the document and only on those documents which are not locked. On clicking the link a confirmation is taken from the user and then delete operation is carried out.

 

 

On completion of delete operation, documents are moved to Recycle Bin of the system (accessible to administrators only) in Control Panel. These documents are no longer accessible by other end users unless they are restored back from Recycle Bin.

If users have download permissions assigned on the document class then a Download as Zip link will be available to the user to download documents in zip file format. User must select at least one document by selecting the document to be downloaded using associated checkbox.

Users can perform this activity on head revision of the document and only on those documents which are not locked. On clicking the link a zip file is generated by the system and made available for download to the end user.

 

 

If users have applied any filter while searching the Document Class then a link will be available to the user Save as DocView.

 

On clicking this link, user will be redirected to a page where s/he need to enter DocView Name and DocView Description and save the hit-list as DocView

 

User can perform diverse range of operation on the documents by clicking on and selecting any of the following action available according to access permissions from resultant hit list.

User can view the document by using this action. KRYSTAL Document Viewer will display the document from within the browser directly if it is supported. Otherwise document can be opened by native application installed on the logged in user’s desktop.

KRYSTAL Document Viewer is a JAVA based applet that enables users to perform a variety of imaging functions like zoom-in, zoom-out, rotate, annotate etc.

 

 

Users can toggle the display of the thumbnails for each page of the document.

If users have appropriate permissions then s/he can create annotations like highlights, blackout, sticky notes, rubber stamps, notes etc.

Users with write permissions can edit the indexes associated with the document.

Indexes are displayed besides the document in editable format if user has permissions to edit values.

This action is available only if the document is not checked out by any user. If the document is checked out then the indexes will not be available for editing to the users of the system.

 

 

Apart from index values users can also define the expiry date for the document using this feature of the system.

User can bookmark the document for future retrieval and easy access.

 

 

User can input the name for the bookmark and click on the save button and the bookmark will be available in bookmarks section of the My Workspace.

KRYSTAL DMS - Enterprise Edition allows users to add a document to an existing Document Set.

 

 

Document Sets allows users to group documents from various Document Classes and across Domains for easy access.

User must create document set before hand and then s/he can add a document to the appropriate Document Set

Document can be shared as an attachment in an email by users who have email permission or can be shared as a URL link.

 

 

User must enter a valid email addresses separated by commas and provide the comments before sharing the document. The comments entered by the user will be added to the email and sent to the email addresses.

Document can be rated using this feature of the system.

 

 

User can only rate a document revision once. Total ratings and number of votes are also displayed on the document view page.

Document Tags are labels that you can add on documents to help you describe them.

Unlike subjects in the meta-data indexes of the document, you don't have to choose tags in a closed list. You are free to apply the labels that describe the document best.

 

 

Users can add any labels / tags on a document for quick and easy searching. Users can add and delete document tags created by him/her using this feature of the system. Administrator user can delete any tag applied by any user.

Users with write /edit permissions can move document from one Document Class to another. User will be presented with a page which will allow user to select a Document Class to which the document needs to be moved to.

On selecting the Document Class, all indexes from that class will be displayed to the user with matching indexes being populated from source Document Class.

 

 

Only document the initial revision of the document can be moved from one document class to another. Any revision of document greater than 1.0 is not allowed to move from one class to another.

KRYSTAL DMS - Enterprise Edition allows users to checkout and check-in documents in to repository. Users with check-out permissions can check out document from a document class by clicking the Check-out button. The document is then downloaded on the local machine into a pre-defined path set by user in the preferences.

If revision control is enabled on the document class and if the document is not checked-out and if the logged in user has checkout permissions then s/he can check out the document to his/her desktop for modifications.

 

 

 

The original document will not be edited / modified in the repository.

To check-in the document back into repository, users can use this feature of the system.

 

 

If document is checked out and if the user has check in privileges / permissions then and then only this action will be available on the document. User must select a document and define the version (Major / Minor) and submit the form to check in the document in the repository.

Comments added while check in of the document will be considered as a note on the document. Both, old and new version of the document will be available in repository for searching and access.

User can cancel the checkout of the document by clicking on this button. The document will then be marked as available for checkout. This action of cancelling the checkout will be registered in Revision History of the document.

 


 

 

The document will now be available again for editing by other users who have checkout permissions on the document class.

For document classes with revision control enabled, this action button will be available. Users can view the complete revision history of the document by using this feature.

 

 

Users with delete permissions can delete the document if the document is not checked out. On clicking the Delete Document button, an alert will appear for confirmation to delete the current document.

 

 

On confirming the delete action, the document will be marked as deleted.

Document will then move to Recycle Bin from where it can be restored or deleted permanently by the administrator user.

User with download permissions can download the document by clicking this action button. On clicking this action the document will be downloaded on the logged in user’s desktop and user can save this document on his/her desktop

 

 

Certain documents are difficult to be classified in document classes as they are supporting documents for a specific document. Such files / images / documents can be added as an attachment to a document.

While viewing a document, user gets an option to add attachment to the document. User can click on the attachment tab associated with the document to manage attachments for the document.

 

 

Users can view attachment by clicking on the attachment title on the attachment list page or by clicking on the attachment title available on document window.

Add Attachment

A form is available to the user where user can choose the file / document to be added as an attachment along with title and keywords for attachment.

 

 

User can click on Save button to add the attachment

Remove / Delete Attachment

Administrators or users who have created or added the attachments can remove these attachments by using delete action associated with the attachment.

A Note is a type of annotation that can be put on the document and it remains throughout the life span of the document.

Notes cannot be modified or deleted by users. Only Administrators can delete notes or the users who have created notes can delete it.

Users can create public as well as private notes. Public Notes are available to all users to view, while private notes are available only to the user who has created these notes.

 

 

Unlike other annotations, notes are not based on the revisions of the document, it is available for all the revisions of the document.

Add Notes

A form is available to the user where user can choose the type of the note to be added along with the note for the document.

 

 

User can click on Save button to add the note to the document

Remove / Delete Note

Administrators or users who have created or added the notes can remove these notes by using delete action associated with the note.

This feature displays a complete access history of the document by all users. It displays the action, user name, IP address, date and time of the action, type of object, parameters and comments as given below.

 

 

This action provides a complete Audit Log Details of the document, starting from the day it is created. Users will be able to track every activity performed on a particular document using this feature of the system.

Users can also filter the access history by date using the form available on this section.

Users can access documents which are hot-linked to current document using this tab of the system. If there are multiple document classes linked with current document's document class then multiple hot-link items will be displayed.

 

 

List of all matching documents from hot-linked document class will be displayed on click of the menu item. If no documents are matching then appropriate message is displayed to the user.

DocViews are similar to the views made on database tables or can be used as saved searches. In this case the database tables are replaced by Document Classes. A snapshot of Document Class is known as a DocViews.

 

 

Just like database views, DocViews also provides a read only access to the selected Document Classes. Users with administrative privileges can create Public and Private DocViews. Normal users can create views which are Private and are accessible only by them.

Users can access public DocViews created by administrator and his/her own private DocViews from DocViews section of My Workspace. DocViews can also be accessed from My Workspace -> DocViews menu from top navigation bar.

User can perform various actions on the DocViews using this section of the system.

To create a DocView, click on New DocView link on this section.

Following steps are required for creation of DocView.

Select Document Class

In STEP 1 of the process, the user is asked to select a document class from the available Document Classes to create a DocView.

 

 

Select Document Class Indexes

In STEP 2 of the process, the user is asked to select at least one index from the selected document class to create a DocView.

 

 

After selecting Document Class, user will be asked to select indexes from the selected document class. User can set search criteria at this stage for each of the index available in selected document class.

If the user has administrative privileges then option of creating a public DocView will be present for this user, otherwise the DocView will be private.

User must enter all mandatory fields and click on the Save button to create the DocView.

The newly created DocView will appear under DocViews section of My Workspace. User can click on Open link to view all the documents qualified by the DocView or can use Search link to further refine the search of the documents.

Public DocViews are accessible by all the users of the system. Private DocViews are only accessible to the logged in user. Administrator user can however manage all the DocViews.

Administrator or users who have created the DocView can delete a DocView by selecting the DocView and clicking on the Delete link associated with the DocView

On clicking the Delete link, a confirmation is taken from the user and on confirming the delete operation DocView will be deleted from the system. DocView deleted once cannot be recovered.

Messages feature of the KRYSTAL DMS - Premium Edition allows users of the system to collaborate with one another. All messages sent or received by the user are listed on this section of the system.

 

 

Users can send each other messages by just mentioning thier username preceeding with @ symbol. For example @administrator.

The mentioned user will receive an instant message on her/his workspace and also an email will be sent to the mentioned user along with the message sent by the sender.

 

 

These messages are also displayed under the messsages section of the My Workspace module of the system

User can delete his/her sent messages by cliking on the Delete link associated with the message. On clicking the delete link confirmation is taken from ther user and then delete action is performed on the message.

Messages which are deleted by the user will not be available to other mentioned users as well.

Document Sets allows users to group documents from various Document Classes across various domains for easy and quick access.

Users can create any number of Document Sets and can store any number of documents in a particular Document Set.

Users can access its own Document Sets directly from Document Sets section of My Workspace. Document Sets can also be accessed from My Workspace -> Document Sets menu from top navigation bar.

 

 

User can create a new Document Set by clicking on a New Document Set link available on the page. On clicking the link a form will be presented to the user. Here user needs to provide a unique name for a Document Set and brief description for the same.

 

 

On clicking a Save button, Document Set will be added. The newly added Document Set is accessible immediately on the My Workspace under Document Sets section.

To view the documents in a Document Set, user can click on the Document Set. The resultant screen will be as given below.

 

 

Users can view the document by clicking on the View Document link assocaited with the document on this screen.

User can delete a document from the document set by clicking on Remove link associated with the document.

To delete a Document Set, user can click on Delete link associated with the Document Set. On clicking the link, confirmation is taken from the user for delete operation and on confirming the same, Document Set will be deleted from the system.

Checked Out document can be accessed through My Workspace -> Checked out Documents menu of the top navigation bar. Here list of checked out document will be displayed to the user.

 

 

User can view document, view document properties, revision history by clicking on appropriate link associated with the checked-out document.

This section also displays name of the document class, checkout path and date and time of the checkout along with actions to cancel the checkout or check in the document in the repository.

Users can bookmark documents to retrieve the documents at later date in a single click.

Users can have multiple bookmarks for multiple documents. User can manage all these bookmarks using this module of the system.

To gain access to the bookmarks module, user can click on My Workspace -> Bookmarks link from the main menu of the system. Alternately, user can also click on Bookmarks title link available on the Bookmarks section of the My Workspace screen.

 

 

User can delete a bookmark by clicking on the Delete Bookmark link associated with the bookmark

Tasks module allows users of KRYSTAL DMS - Enterprise Edition to create and assign tasks to themselves or to other users of the system.

Tasks assigned to or assigned by the logged in user are displayed on the Tasks section of the My Workspace module.Users can view all tasks assigned to him/her or assigned by him/her by clicking on My Workspace ->Tasks menu on the top navigation bar.

 

 

All the tasks assigned to or assigned by the logged in user are displayed. If user has assigned the task or user is an administrator then s/he will have option to edit or delete the same.

To add Task, user can click on Add a Task link on the top of the Task list.

A form will be displayed to the user with following details.

  • Task Title
  • Due Date
  • Task Status
  • Start Date
  • Priority
  • % Complete
  • Task Details
  • Category
  • Assigned To

 

 

After entering all mandatory data user should click on SAVE button to add / assign the task.

To view and edit the details of the task, users can click on the Edit link associated with the task.

 

 

If the Task is assigned to the user then s/he can edit the task details on the same screen and can save the modifications by clicking on to Save button.

To delete a task, user may click the Delete link associated with the task record. On clicking the link, a confirmation is taken and on confirming the delete operation, the task is deleted from the system.

User can view all the announcements by clicking on My Workspace -> Announcements menu on top navigation bar.

 

 

In this module all the available announcements are displayed to the user for the currently logged-in domain. To view the details about the announcement, user can click on the title of the announcement.

 

 

User can view all the events which are published by administrators, by clicking on My Workspace -> Events menu on top navigation bar.

 

 

In this module all the available events are displayed to the user for the currently logged-in domain. To view the details about the event, user can click on the title of the event.

 

 

User can view all the discussions which are active, by clicking on My Workspace -> Discussions menu on top navigation bar.

 

 

In this module all the available discussions are displayed to the user for the currently logged-in domain. To view the details of the discussion, user can click on the title of the discussion.

 

 

User can enter a comment / posting for the current discussion and click on the SUBMIT button to post a comment on the discussion.

Every organization worldwide documents processes by which it conducts business. Each process comprises of activities performed by entities in a manner most efficient for an organization with the use of minimal resources. Each activity can parallel or sequential activity. Processes require superior process knowledge and tight supervision in a manual world. But as the complexity increases, so does the cost and labor. Process involving interaction between various division and departments, invariably involve extended completion time.

KRYSTAL DMS – Enterprise Edition Workflow Component tries to eliminate the deficiencies associated with a complex business process. It automates the management of activities and distribution of tasks to different entities. It monitors and schedules tasks over the life of a process. Each task can have an associated content in the form of document, information, issues, tasks, work orders bug/defect and reports. It has an inbuilt time mechanism which makes notification and escalation of tasks very efficient.

KRYSTAL DMS – Enterprise Edition Workflow Component consists of two basic parts.

KRYSTAL DMS – Enterprise Edition Workflow Modelling Component

Modelling component enables analysts to define processes and activities and assign them to various performers including system users and groups. System activities can be configured to have an application which can exchange information with external systems. One can also define the interaction between various activities including use of triggers and notifications. Process is modelled using XPDL, a standard defined by 'The Workflow Management Coalition (WFMC)'.

KRYSTAL DMS – Enterprise Edition Workflow Execution Component

The execution component provides an execution environment for the process designed by the modelling component. It also provides an interface for end-users for completing their tasks. The execution component can be seen as sitting on top of other systems in an organization often exchanging information with them. It is responsible for a number of functions like authorization, authentication, scheduling, monitoring, event processing, queues, prioritization, escalation, load balancing, and task termination and auditing.

Workflow cases initiated by logged-in users are displayed on clicking on this link under the work-queue section of my workspace.

Once the user has clicked the work queue, all the cases initiated by him/her are displayed. User can view the case by clicking on View Case link. This will open the workflow case.

 

 

Work Queues are represented by roles to which user belong. Each queue consists of work items or work cases. If workflow access is enabled for a user then all the queues for users will appear on My Workspace module under Work Queues section.

 

 

On clicking on the particular queue, work cases assigned to that queue will be displayed as a hit list. The size of hit list is restricted by user preferences.

 

 

An executing instance of a Workflow model is called a Case or process instance or a Task. There may be multiple cases of a particular workflow model running simultaneously, however each of these is assumed to have an independent existence and they typically execute without reference to each other.

Once the user has clicked the work queue, all the cases in that queue are displayed. User can view the case by clicking on View Case link. This will open the workflow case.

 

 

The workflow case displays the details of the task on the right panel with the associated document on left. User can take action on the form displayed on the right panel.

If user closes the window without making any changes or taking any action then the case is locked by system. Only user with administrative privileges can unlock the case.

User can view all the cases which are actioned by him/her using this section of the workflow module.

Once the user has clicked the actioned cases, all the cases that are actioned by logged-in user are displayed. User can not view the case details here but can only view list of cases actioned.

 

 

Completed Instances section is only available to the Administrator types of the user. This section displays all the Workflow Process Templates to which users have access permissions.

 

 

On clicking on the particular Workflow Process Template Name, all Completed Instances / Work Cases are displayed to the user in tabular manner as given below.

 

 

This section details Utilities available to the user of KRYSTAL DMS - Enterprise Edition.

Users can use Search Notes utility from My Workspace module to search notes by particular user, on particular document class.

Users can search notes by using My Workspace -> Search Notes menu from top navigation bar.

 

 

User need to enter search text and select at least one document class and at least one user to perform the search.

On clicking the Search button, matching records are displayed to the user as depicted below.

 

 

Here user can view the document on which note is posted by clicking on View Document link.

Exceptions occurred during the current session of the user can be viewed using this module of the system. Users can view exception logs by clicking on My Workspace -> View Exception Logs menu on top navigation bar.

As shown below, this module will display Exception Title and Date time when the exception has occurred.

 

 

View Exception Details

To view details of the exception user can click on Exception Title or Date time. Here following details are displayed for each exception.

  • Exception Title
  • Exception Date Time
  • Exception Details

 

 

The My Profile menu item allows users to manage their profile information. Users can use following options.

Logged-in user can view his/her details and can change his/her profile picture.

 

 

User can click on the profile picture and choose a picture to change profile picture.

Other details of user like email, groups assigned , roles assigned , domains assigned etc are available on this section of the system

Change password utility will help user to change his / her password.

The password must match following criteria.

  • Must of 8 character or more in length
  • Must contain at least one UPPER CASE letter
  • Must contain at least one LOWER CASE letter
  • Must contain at least one NUMERIC character
  • Must contain at least one SPECIAL character

 

 

Only if the current password is matching with the user’s current password and new password and confirm password are same and at least 8 characters in length then it will be changed by clicking on the Submit button.

Users of KRYSTAL DMS - Enterprise Edition can customize various settings for the application using this module. This module allows user to set system preferences. User can define settings for hit-list size, hits columns, checkout path etc here. User can turn-on or turnoff the hit list columns and thumbnails in document viewer.

 

 

To save these preferences user should click on SAVE button. The preferences will take effect immediately for the user in current logged in session.

To logout from the system, users can use this menu item under My Profile menu of the system. On click of the logout menu, confirmation is taken from the user and on confirming the action user is logged out from the system and appropriate message is displayed to the user.

 

 

To gain access to the system, user must enter his/her credentials.

This module allows users to gain access to his/her password. Users must enter his/her Username and registered email id to gain access to password.

 

 

On submitting the details if the details are valid then KRYSTAL DMS - Enterprise Edition will generate a new password and send the password to the registered email address (Email ID) of the user.

Documents in KRYSTAL DMS - Enterprise Edition are viewed using KRYSTAL Document Viewer. The KRYSTAL Document Viewer comes bundled with KRYSTAL DMS - Enterprise Edition system.

The KRYSTAL - Document Viewer provides following functionalities to the users if JAVA is enabled in the browser.

  • Zoom In / Zoom Out
  • Rotate Document
  • Page Thumbnails
  • Annotations
    • Blackout
    • Highlight
    • Stick Notes
    • Notes
    • Rubber Stamps
  • Print Document (If print permission is assigned)

 

 

If web browser used by the user does not support JAVA plug-in then automatically a pure HTML 5 based document viewer is loaded and document is displayed in the browser.

 

This version of KRYSTAL - Document Viewer provides following functionalities to the users if JAVA is not enabled or not-supported in the browser.

  • Zoom In / Zoom Out
  • Rotate Document
  • Page Thumbnails
  • Print Document (If print permission is assigned)
  • Download Document (If download permission is assigned)

Document will be downloaded as a PDF file in this version of the KRYSTAL Document Viewer

If document format is not supported by KRYSTAL - Document Viewer then it will allow user to view the document in its native application installed on clients desktop.

 

 

KRYSTAL DMS - Enterprise Edition supports following formats to be viewed in the KRYSTAL - Document Viewer

  • Tagged Image File Format (*.TIF)
  • Portable Document Format (*.PDF)
  • Microsoft Office - Word (*.DOC and *.DOCX)
  • Microsoft Office - Excel (*.XLS and *.XLSX)
  • Microsoft Office - Power point (*.PPT and *.PPTX)
  • Text Documents (*.TXT)
  • Portable Network Graphics (*.PNG)
  • Joint Photographic Experts Group (*.JPG and *.JPEG)
  • Bitmaps (*.BMP)
  • AutoCAD Drawing(*.DWG , *.DXF)
  • Open Office Documents (*.ODT , *.ODP etc)