Document Manipulation

Clicking the document filename shows further menu options to change the document. Before you can modify a document, you must 'release' the document. encompass preserves the integrity of all documents by preventing the same document being edited simultaneously.

Document Locking
To lock a document, click the lock document icon , this will prevent other users creating a new version of the document whilst you are editing the master. Once you have locked the file, download a copy and begin editing. To unlock a file, click the 'Release Lock' icon. Only the user who has locked the document can unlock it.

Download the Document

1. Click the document filename. From the details menu on the right (Fig 11), click download document.

(Fig 11)

2.Click Save from the dialog box. Specify a location to save the document (Fig 12), make sure you make a note of the location. If required , specify a filename different from the default. Click Save.

(Fig 12)

3. The file download box will then be displayed which shows the progress of the download and the time remaining. Once the download has completed, the download complete dialogue box will be displayed. Click on open to open the folder where the file is located.

Version Control and Document History

1. Click Document History to view who has had access to the document and at what time the document was first uploaded, viewed, edited and new versions added (Fig 13). Clicking Version Control will show the current state of the document and previous version if any.

(Fig 13)

Deleting a Document
To delete a document, click the delete document icon