Step 8: Administration - Searching for Documents
For Jenny to use her documents, she needs to be able to retrieve them from Radix DM. To do this, she once again needs to use the program known as the Grabber.
To start using the Radix DM Grabber, simply select Start > Programs > Radix DM > Radix DM Client from the Start Menu. The Radix DM Client program will then appear, appearing as a floating Radix icon on the desktop. Right-click or double click on this icon and then select the option 'Search'. The Search program will then appear.
To find a document, enter a value to search for in the text box Search. We can search for correspondence document just saved, so for our example enter the text "1176". Because only one library group has been created, there is no need to alter the selection under Library Groups, so just click Search.
The set of fields with values that match the search query are then listed under Fields with Results. In our example, one document has been found where there is a match on the 'Title' field, so we can click on 'Title (1)' to display a list of documents that match our search in the centre panel. Double click on a row in this panel to open the document on this row.
Related Articles
Step 3: Administration - Fields
When stored in Radix DM, all documents are assigned some information as standard. This includes information like the date the document was stored, the author of the document and its title. However to store additional information, Jenny will need to ...Step 9: Administration - Remote Database Fields
Sometimes the field information to be stored with a document can come from an external source. This could happen when an organisation maintains other databases, like customer management or billing systems. This type of data can be accessed via a ...Step 11: Administration - Base Paths
There are a few more additional features with workgroups and library groups that can be helpfully illustrated through our tutorial scenario. Our first step is to create a new library group for business plans that only management can access. Add a ...Extranet Administration
File Uploads When users want to make a change to files that they have accessed through Radix DM they use the Upload Files function to prepare these files to be imported into Radix DM. These files can then be saved into Radix DM by an administrator. ...Step 5: Administration - Workgroups
One important facet of document management is the need for security. Not all documents should be accessible to all users. For example, Jenny's business plans contain sensitive information that only she need know. To control users' access to ...