citrus-cms/resources/views/guide/document-manager.md

Document Manager User Guide

What is the Document Manager Module?

The Document Manager module provides comprehensive document management capabilities for organizing, storing, and retrieving project documents. This module helps manage document versions, control access, and ensure proper document organization and retrieval.

Getting Started

To access Document Manager:

1. Login to the system
2. Click on Documentation in the main menu
3. Select Document Manager from the submenu

Key Features

Primary Functions

• Document Storage: Store and organize project documents
• Version Control: Manage document versions and revisions
• Access Control: Control document access and permissions
• Search and Retrieval: Search and retrieve documents efficiently

Secondary Functions

• Document Classification: Classify and categorize documents
• Workflow Management: Manage document workflows
• Report Generation: Generate document reports
• Backup and Recovery: Backup and recover documents

How to Use

Managing Documents

1. Click "Manage Documents" button
2. Select document for management
3. Upload or update document
4. Set document properties
5. Assign access permissions
6. Organize document structure
7. Generate document reports

Document Management

1. Review document structure
2. Upload and organize documents
3. Manage document versions
4. Control access permissions
5. Generate document reports

Document Categories

• Project Documents: Project-related documents
• Technical Documents: Technical specifications
• Quality Documents: Quality control documents
• Administrative Documents: Administrative documents

Best Practices

Usage Guidelines

• ✅ Organize documents systematically
• ✅ Maintain proper version control
• ✅ Set appropriate access permissions
• ✅ Regular backup of documents

Quality Assurance

• ✅ Verify document accuracy and completeness
• ✅ Ensure proper document organization
• ✅ Monitor document management effectiveness
• ✅ Regular review of document processes

Troubleshooting

Common Issues

1. Document not uploading: Check file size and format
2. Access denied: Verify user permissions
3. Search not working: Check search criteria and indexing

Getting Help

• Contact the Documentation department for technical support
• Consult document manager procedures and guidelines
• Check document access and system status