Nuxeo Document Management: the User Guide

Anne de Forsan, Solen Guitter
Nuxeo SA

Copyright © 2007-2009 Nuxeo SA

Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2; with Invariant Section “Commercial Support”, no Front-Cover Texts, and no Back-Cover Texts. A copy of the license is available at the URL: http://www.gnu.org/copyleft/fdl.html

Table of Contents

1. Introduction
2. First steps with Nuxeo DM
2.1. Connecting to Nuxeo DM
2.1.1. Logging in
2.1.2. Logging out
2.2. Moving around
2.2.1. Navigation trees
2.2.2. Breadcrumb trail
2.2.3. Dashboard
2.2.4. Tabs
3. Concepts
3.1. Root spaces
3.1.1. Domains
3.1.2. Workspaces
3.1.3. Sections
3.1.4. Templates
3.2. Documents
3.2.1. Collaborative services
3.2.2. Documents
3.3. Access rights
3.3.1. Reading right
3.3.2. Writing rights
3.3.3. Removing rights
3.3.4. Management rights
4. Managing documents
4.1. Creating a document
4.1.1. Creating a folder
4.1.2. Creating a note
4.1.3. Creating a file
4.1.4. Creating a picture
4.1.5. Drag and Drop import
4.2. Consulting a document
4.3. Editing documents
4.3.1. Editing a document's content and metadata
4.3.2. Editing documents online
4.4. Desktop integration
4.4.1. Creating office documents into Nuxeo DM
4.4.2. Editing office documents from Nuxeo DM
4.5. Managing the attached files of a document
4.5.1. Adding a file
4.5.2. Consulting the attached files
4.5.3. Modifying an attached file
4.5.4. Removing an attached file
4.6. Managing relations
4.6.1. Adding a relation
4.6.2. Consulting the relations of a document
4.6.3. Deleting a relation
4.7. Copying a document
4.8. Managing your clipboard and your worklist
4.8.1. Managing clipboard
4.8.2. Managing the worklist
4.9. Consulting the document's history
4.9.1. Consulting the archived versions of a document
4.9.2. Restoring the previous version of a document
4.9.3. Deleting an archived version of a document
4.10. Deleting a document
4.11. Managing workflows
4.11.1. Consulting your dashboard
4.11.2. Managing a parallel workflow
4.11.3. Managing an approbation workflow
4.11.4. Managing the participants of a workflow
4.11.5. Abandoning a workflow
5. Document publishing
5.1. Submitting a document to publication
5.2. Publishing the document
5.3. Rejecting the document
5.4. Reading published documents
5.5. Unpublishing a document
6. Collaborative tools
6.1. Managing a forum
6.1.1. Creating a forum
6.1.2. Editing a forum
6.1.3. Managing topics
6.1.4. Participating to a topic
6.1.5. Moderating a topic
6.2. Commenting a document
6.2.1. Reading the comments of a document
6.2.2. Adding comments on a document
6.2.3. Replying to a comment
6.2.4. Deleting comments on a document
6.3. Searching users
6.3.1. Finding a user
6.3.2. Finding a group
6.4. Getting informed
6.4.1. Emails
6.4.2. Notifications
6.4.3. RSS and Atom feeds
7. Functional Management of Nuxeo DM
7.1. Managing spaces
7.1.1. Managing domains
7.1.2. Managing workspaces, templates and sections
7.1.3. Managing access rights
7.1.4. Managing a space's trash
7.1.5. Applying a pre-defined look to a space
7.2. Managing users
7.2.1. Managing users
7.2.2. Managing groups
7.3. Managing vocabularies
7.3.1. Consulting the vocabularies
7.3.2. Modifying a vocabulary
7.4. Managing themes
8. Searching documents
8.1. Simple search
8.2. Advanced search
8.3. Search results export
8.4. Search results customization
8.4.1. Adding new search results columns
8.4.2. Removing search result columns
8.4.3. Moving search result columns
8.4.4. Changing search result sorting
A. Commercial Support
A.1. About Us
A.2. Contact information
A.2.1. General
A.2.2. Europe
A.2.3. USA
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 Professional Open Source ECM by Nuxeo  Chapter 1. Introduction