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A graphical user interface which provides at-a-glance view of key performance indicators relevant to an objective or business process.

Authorization involves two options :-

1) User profile -it involves the list of storage permissions granted to the users of the DMS.You can modify and delete the permissions of the respective user.

2) Storage Policies-In this we can see the list of storage permissions that is granted to the particular user and also assign the storage permissions to particular or more than one users.

With the help of User Manager you can:-

1) Create or add a new user along with their basic information like name, contact number, designation group and profile picture followed by a secured password.

2) Manage/Modify/View the Users lists and check their access rights for a particular user.

Storage Manager displays all the major Groups followed by various sub folders. Here files can also be searched through metadata search.

Metadata Registry helps to search exact file by using metadata fields such as file type and other information, . It can include elements such as title, abstract, author, and keywords.

You can add a new field name followed by its data type, data length, and importance and also assign it to a particular folder/storage location.

This option is used to upload single file folder or multi-files folder in selected Storage.

Recycle bin is presented as a special file directory to the user, allowing the user to browse deleted files, restore those that were deleted by mistake, or delete them permanently (either one by one, or by the "selecting all" in a single go.

In shared with me option,you will find the files that has been shared with you.

In shared files option you will find lists of shared files by you.

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.

It is further divided into two parts:

  1. User Audit:

One can see the activity details (like Log In /Log Out) of any user followed by their action start & end date along with their respective IP addresses.

 2. Storage Audit:

One can search the actions performed to store/ upload files by the user along with a proper date, time and IP address. You can also search user by their respective names to track their activities.

Case:1 (To be run through Internet)

  1. Check internet connectivity
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).

 

Case:2 (To be run through LAN/Workgroup/Domain Server)

  1. Check LAN/Workgroup/Domain connectivity.
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).
  1. Go to login page type User ID and Password.
  2. Click on Login.
  1. Click on “forgot your password” option and enter your mail ID after that you will receive an OTP on your mail and you can change/reset your password.
  2. Then again enter you mail ID and new password to Login.

 

Go to My DMS tab on the dashboard, it will show all Storage folders and files which you want to view and you can search any file with the help of metadata search or by text search option.

  1. Go to My DMS tab on the dashboard it will show all Storage folders, now select the folder under which you want to create a new sub folder.
  2. Go to “Choose action”tab then create new child after selecting folder.
  3. Type new storage name and click on create child.
  4. Child storage will be successfully created and you can also Modify, Delete or Move storage folder from one place to another.
  1. If you have already created Metadata then go to “My DMS”tab, select Storage folder and go to “Choose action” tab then “Assign metadata”.
  2. It will show already created metadata, you can select whichever you want to assign in particular Storage folder.
  3. You can see already created Metadata in “Field select”
  4. Choose any metadata.
  5. Selected field will be shown in “Field assigned”column then submit.
  6. Your metadata has been successfully assigned in particular storage folder.

1.If you want to create Metadata, then go to “Masterstab then click on “Add Metadata fields”.

Enter all mandatory details:

Field Name:Example- Roll no/Tender no/Any name whichever you want to describe others.

Select data type:If your field name is roll no. Then it may be in numeric so select your data type Int (integer).

Enter data Length:maximum length of your data

Is mandatory: if you select yes then it will show only exact data.

Your metadata has been successfully 

1. Click on “Masters” then click on “Group Manager”.

2. After selecting “Group Manager” you will be able to see “Add New Group”option on top right corner just below the Group Management tab.

3. To add a new group click on “Add New Group” to add Group Name and select all the users in that group after that click onAdd option.

1. Click on “User Manager”.

2. To register a new user click on “Add user”and fill all mandatory details of User, you can select any of the registered groups in which you want to add this user.

3. Select privilege(User Profile) for a particular user.

4.You can also add any profile picture from choose file option and then submit it.

1. Go to Home page click on Authorization”after this click on “User profile”

2. Click on “Add New Profile”option to add a new profile.

3. Enter profile name, select group & profile permissions for every individual and then click on SAVE PROFILE

1. Go to home page click on “Upload/import”

2. Then click on “Bulk upload”and choose folder of files to upload.

3. Select storage name in which you want to upload file and click on submit.

  1. Go to home page click on “My DMS” tab and select a file, which you want to share.
  2. Click On share file option and select User name with whom you want to share and submit.

1. Go to User Manager and then select User List

2. If you want to register user details in bulk then make CSV file of user details.

3. Click on “Import user”tab then select storage, privilege and group for users, after this select CSV file of User’s details and then submit.

  1. Go to home page and click on “Edit profile” In this page you can see all details about you.
  2. If you want to change then click on “Setting”and edit your profile.
  3. You can Edit all details according to you and submit again.
  1. Go to home page and click Edit profile. In this page you can see all details about you.
  2. If you want to change your password then click on “Setting”tab and change password.
  3. Enter new passwordand confirm.
  4. Then click on “Save changes”.

Your feedback is valuable for us if you want to give us any suggestion regarding our application then click on support tab and then feedback.

Mention your problem along with your brief detail and you can also send suggestions if you want us to improve our services

No, it’s our support URL you don’t have to enter any password or ID, just type URL on your web browser and visit this site.

  1. Click on “forgot your password”option and enter your mail ID after that you will receive an OTP and you can change your password.
  2. Then again enter you mail IDand new password then Login.
  1. Yes, you can add your signature for that go to “Edit profile”and click on “Add Sign”
  2. You can choosefile if you have already scanned signature file then upload it and add. Your signature will be added successfully.

 

For that you will have to go to Edit profile option in MY PRIVILEGES and you can also check whether you have rights to move or delete any file or not.

 User report shows the graph of total users login in months.

Go to home page and click Edit profile. In this page you can see all details about you.

If you want to change your password then click on “Setting”tab and change password.

Enter new password and confirm.

Then click on “Save changes”.

When you delete a files, it is placed in the Recycle Bin. Items are temporarily stored in the Recycle Bin before they are permanently deleted by the user.User can recover the deleted file from this page.

A graphical user interface which provides at-a-glance view of key performance indicators relevant to an objective or business process.

Authorization involves two options :-

1) User profile -it involves the list of storage permissions granted to the users of the DMS.You can modify and delete the permissions of the respective user.

2) Storage Policies-In this we can see the list of storage permissions that is granted to the particular user and also assign the storage permissions to particular or more than one users.

With the help of User Manager you can:-

1) Create or add a new user along with their basic information like name, contact number, designation group and profile picture followed by a secured password.

2) Manage/Modify/View the Users lists and check their access rights for a particular user.

Meta Data Search- In this type of search you can search a stored file by selecting particular storage,with their metadata and condition. 

Workflow Management System (WMS) is a piece of software that provides an infrastructure to setup, execute, and monitor scientific workflows. In other words, the WMS provides an environment where an experiments can be defined and executed. 

You can Create workflow- In New workflow Admin can create a new workflow with a name and assign a particular task if required to someone or a group with a proper deadline, priority and supervision.

Here you can also add a form if required to be filled for better specification by the users for example Leave application form/Cash Voucher form etc.

 

 

If we don't want to use the existing workflow and we want to create our own workflow then we can use Initiate File option.

Task Track Status helps in checking out the status of task to check whether it is approved,reject or pending.

“In Tray” tab shows all the tasks whichever have been assigned to you in your tray whether they are pending, processed, approved, rejected, completed or aborted along with their priority level and timelines.

Workflow Reports are divided into two parts:

  1. Involved Workflow:

           This shows all the workflows in which a particular user is involved.

      2. Running Workflow:

          This shows only those workflows which are currently running/pending.

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.

It is further divided into two parts:

  1. User Audit:

One can see the activity details (like Log In /Log Out) of any user followed by their action start & end date along with their respective IP addresses.

 2. Storage Audit:

One can search the actions performed to store/ upload files by the user along with a proper date, time and IP address. You can also search user by their respective names to track their activities.

Case:1 (To be run through Internet)

  1. Check internet connectivity
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).

 

Case:2 (To be run through LAN/Workgroup/Domain Server)

  1. Check LAN/Workgroup/Domain connectivity.
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).
  1. Go to login page type User ID and Password.
  2. Click on Login.
  1. Click on “forgot your password” option and enter your mail ID after that you will receive an OTP on your mail and you can change/reset your password.
  2. Then again enter you mail ID and new password to Login.

 

A.   Go to “In Tray”tab on the dashboard where you can see all the tasks on which you have to take actions like Approved/Reject/ Abort          and Comment.

B.   To take any action click on action Sign, it will show details like who has submitted this along with the task name and all other details.

1. Click on “Masters” then click on “Group Manager”.

2. After selecting “Group Manager” you will be able to see “Add New Group”option on top right corner just below the Group Management tab.

3. To add a new group click on “Add New Group” to add Group Name and select all the users in that group after that click onAdd option.

1. Click on “User Manager”.

2. To register a new user click on “Add user”and fill all mandatory details of User, you can select any of the registered groups in which you want to add this user.

3. Select privilege(User Profile) for a particular user.

4.You can also add any profile picture from choose file option and then submit it.

1. Go to Home page click on Authorization”after this click on “User profile”

2. Click on “Add New Profile”option to add a new profile.

3. Enter profile name, select group & profile permissions for every individual and then click on SAVE PROFILE

1. Go to User Manager and then select User List

2. If you want to register user details in bulk then make CSV file of user details.

3. Click on “Import user”tab then select storage, privilege and group for users, after this select CSV file of User’s details and then submit.

1. Go to homepage and click on “workflow management”then New workflow”.

2. Type workflow name and select group.

3. All user of that particular group can see this workflow.

4. Select Form requiredoption if you want to add any form.

5. Select PDF requiredoption by this it will create a PDF of your initiated task details and Assigned user (who will take action on your initiated task) can see workflow details in PDF format .

6. After that click on “create workflow” option.

1. Go to Workflow Managementthen select workflow List, here workflow list will be displayed.   

2. Select workflow from the list in which you want to add a step and click on “Workflow step”

3. After that click on “Add step”option and enter Step name, order and description then add.

4. Your step has been created.

1. Go to Workflow Managementthen select workflow list, here list of all workflows will be displayed.   

2. Select workflow step after selecting the workflow fromlist in which you want to add a task and after that click on add task. A pop up window will be displayed having various fields to be filled like:

3. Task name: you can type name of task like it’s for manager approval.

4. Select deadline: you can fix a time limit for you task after this timeline your task will be forwarded from assign user to supervisor/alternate user.

5. User assign: select user name who will approve task first.

6. Supervisors: Supervisor name of assign user.

7. Select action: Actions which can be taken by first assign user like Approved/Reject/Aborted.

8. Then type task order no.and select priority.

9. Select alternate userand if you want to add any instruction then add or click “Add task”

10. In this way you can create many tasks in a step according to you.

  1. Click on “Workflow management” after that go to “Initiate workflow”
  2. Now select workflow name from the drop down which you want to initiate.
  3. Enter all mandatory details.
  4. If you want to attach any file then select choose file optionand attach a file , then Preview and “submit”.
  1. If you don’t want to initiate any existing workflow then you can use Initiate file option.
  2. Click on Initiate file option and enter subject, fill description then click on next option.
  3. And if you want you can also use existing workflow, otherwise create a new order for approval and then submit.
  1. Click on “Workflow management”tab then select “Task track status”
  2. After that click on Action tab & you will be able to see whether the task has been approved or not.

Once you have rejected any task (taken any action) then it will be forwarded to User from your “In Tray” box, and user will have to initiate the same task again for approval .

  1. Go to home page and click on “Edit profile” In this page you can see all details about you.
  2. If you want to change then click on “Setting”and edit your profile.
  3. You can Edit all details according to you and submit again.
  1. Go to home page and click Edit profile. In this page you can see all details about you.
  2. If you want to change your password then click on “Setting”tab and change password.
  3. Enter new passwordand confirm.
  4. Then click on “Save changes”.

Your feedback is valuable for us if you want to give us any suggestion regarding our application then click on support tab and then feedback.

Mention your problem along with your brief detail and you can also send suggestions if you want us to improve our services

No, it’s our support URL you don’t have to enter any password or ID, just type URL on your web browser and visit this site.

  1. Click on “forgot your password”option and enter your mail ID after that you will receive an OTP and you can change your password.
  2. Then again enter you mail IDand new password then Login.
  1. Yes, you can add your signature for that go to “Edit profile”and click on “Add Sign”
  2. You can choosefile if you have already scanned signature file then upload it and add. Your signature will be added successfully.

 

If you want to purchase our software or have any query related pricing and payment then please send us your details like Name, Contact no. E-mail ID and Address.

We will arrange a call back by our Sales Team ASAP.

If you want book an appointment for demo then please send us your details like Name, Contact no, E-mail ID and Address.

We will arrange a call back by our Sales Team ASAP.

 User report shows the graph of total users login in months.

Go to home page and click Edit profile. In this page you can see all details about you.

If you want to change your password then click on “Setting”tab and change password.

Enter new password and confirm.

Then click on “Save changes”.

When you delete a files, it is placed in the Recycle Bin. Items are temporarily stored in the Recycle Bin before they are permanently deleted by the user.User can recover the deleted file from this page.

A graphical user interface which provides at-a-glance view of key performance indicators relevant to an objective or business process.

It has option to add and manage user, profile, group and metadata.

1.Click on “Masters” then click on “Group Manager”.

2.After selecting “Group Manager” you will be able to see “Add New Group”option on top right corner just below the Group Management tab.

3.To add a new group click on “Add New Group” to add Group Name and select all the users in that group after that click on Add option.

1.Click on “Masters” then click on “Add user".

2.To register a new user click on “Add user” and fill all mandatory details of User, you can select any of the registered groups in which you want to add this user.

3.Select privilege (User Profile) of a user.

4. (You can also add any profile picture from choose file option) then submit it.

5.After creation the user, it will appear in user list. You can modify the user from that page.

1.Click on “Masters” then click on “user profile".

2.Add new profile option will appear after clicking user profile.

(User profile-it contains the list of all types of permissions granted to the users of the DMS.You can modify and delete the permissions of the respective user)

3.Input profile name, select group and  select the permissions by clicking on check boxes then click on submit button

Keyword Search- In this type of search you can search a stored file by selecting particular storage,with their Keyword and condition.
A. How to add keyword field
1.Click on "masters" then click on "add keyword field
2.input relevant details like ..keyword name,data type,data length and select yes or not which decides that keyword will be mandatory or non-mandatory.
B. How to assign the keyword ?
1. Go to My DMS or storage manager and select folder in which keyword to be assigned.
2. Click on choose action then click on assign keyword.
3. Select the keyword field and submit it.
C. How to apply/use keyword search fecility ?
1.click on search then click on keyword search
2. Select storage, keyword, condition and input keywords finally click on search.result will be appear

Step 1
1. Go to dashboard and click on “workflow management”then “New workflow”.
2. Type workflow name and select group.
3. All user of that particular group can see this workflow.
4. Select Form required option if you want to add any form.
5. Select PDF required option by this it will create a PDF of your initiated task details and Assigned user (who will take action on your initiated task) can see workflow details in PDF format .
6. After that click on “create workflow” option.


Step 2
Add step in workflow?
1. Go to Workflow Managementthen select workflow List, here workflow list will be displayed.
2. Select workflow from the list in which you want to add a step and click on “Workflow step”
3. After that click on “Add step”option and enter Step name, order and description then add.
4. Your step has been created.
Step 3 :Add task in workflow
1. Go to Workflow Management then select workflow list, here list of all workflows will be displayed.
2. Select workflow step after selecting the workflow from list in which you want to add a task and after that click on add task. A pop up window will be displayed having various fields to be filled like:
3. Task name: you can type name of task like it’s for manager approval.
4. Select deadline: you can fix a time limit for you task after this timeline your task will be forwarded from assign user to supervisor/alternate user.
5. User assign: select user name who will approve task first.
6. Supervisors: Supervisor name of assign user.
7. Select action: Actions which can be taken by first assign user like Approved/Reject/Aborted.
8. Then type task order no.and select priority.
9. Select alternate user and if you want to add any instruction then add or click “Add task”
10. In this way you can create many tasks in a step according to you.

If we don't want to use the existing workflow and we want to create our own workflow then we can use Initiate File option.

Task Track Status helps in checking out the status of task to check whether it is approved,reject or pending.

“In Tray” tab shows all the tasks whichever have been assigned to you in your tray whether they are pending, processed, approved, rejected, completed or aborted along with their priority level and timelines.

Workflow Reports are divided into two parts:

1.Involved Workflow:

 This shows all the workflows in which a particular user is involved.

Running Workflow:
This shows only those workflows which are currently running/pending.

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.It is further divided into two parts:

1.User Audit:

One can see the activity details (like Log In /Log Out) of any user followed by their action start & end date along with their respective IP addresses.

2. Storage Audit:

One can search the actions performed to store/ upload files by the user along with a proper date, time and IP address. You can also search user by their respective names to track their activities

Click on “forgot your password” option and enter your mail ID after that you will receive an OTP on your mail and you can change/reset your password.

Then again enter you mail ID and new password to Login.

A. Go to “In Tray”tab on the dashboard where you can see all the tasks on which you have to take actions like Approved/Reject/ Abort and Comment.
B. To take any action click on action Sign, it will show details like who has submitted this along with the task name and all other detail

1.Go to User Manager and then select User List

2.If you want to register user details in bulk then make CSV file of user details.

3.Click on “Import user”tab then select storage, privilege and group for users, after this select CSV file of User’s details and then submit.

Click on “Workflow management” after that go to “Initiate workflow”

Now select workflow name from the drop down which you want to initiate.

Enter all mandatory details.

If you want to attach any file then select choose file optionand attach a file , then Preview and “submit”.

Click on “Workflow management”tab then select “Task track status”

After that click on Action tab & you will be able to see whether the task has been approved or not.

Once you have rejected any task (taken any action) then it will be forwarded to User from your “In Tray” box, and user will have to initiate the same task again for approval .

Go to home page and click on “Edit profile” In this page you can see all details about you.

If you want to change then click on “Setting”and edit your profile.

You can Edit all details according to you and submit again.

Go to home page and click Edit profile. In this page you can see all details about you.

If you want to change your password then click on “Setting”tab and change password.

Enter new password and confirm.

Then click on “Save changes”.

Yes, you can add your signature for that go to “Edit profile”and click on “Add Sign”

You can choose file if you have already scanned signature file then upload it and add. Your signature will be added successfully.

If you want to purchase our software or have any query related pricing and payment then please send us your details like Name, Contact no. E-mail ID and Address.We will arrange a call back by our Sales Team ASAP.

1.Go to Masters tab and click on user list then click on modify option against user whose permission or privilege is going to be changed.

2.Go to user role and click there a drop-down will be appear with all possible roles, select one of those and click on save changes.

Go to 'storage manager' and click on multi storage policies. A page will be open,on that page select user name and multiple folder then click on save.User will be assigned multiple folder which was selected during the process.

Please follow the below process :-

1.Go to storage or my DMS and click on that folder where you want to upload

2.Click on choose action, multiple options will be appear select upload documents one of those.

3.Click on next then choose file and click on next

3.Click on check where an statement will be written then click on upload file in storage.

File will be uploaded ,you can check to go to folder.

Choose action button does have multiple options according to plan wise of products like

  1. Update folder password 2. Bulk download files 3. Upload documents 4. Create sub folder
  2. Assign keyword6. Modify storage 7. Delete storage 8. Copy storage 9. Share folder
  3. Lock folder 11. Unlock folder 12. Export CSV.

1.Shared with me :- in this option, files and folders will be appear which will be shared with you.

2.Shared files :- In this option , files will be appear which is shared by you to someone. Undo function can be performed from this Page also

Please follow the below process for adding to do

  1. Click on "to do list" then click on "add to do"
  2. Fill all basic details including time and click on submit
  3. All to do will be appear in to do list

Please follow the below process for adding "appointments"

  1. Click  on appointment then click on add new appointment
  2. Fill all required details including time and click on submit.
  3. All added appointments will be appear in appointments list.

There are two options to upload file as bulk.

Please follow the process for file bulk uploading

  1. Click on upload/import then click on bulk upload.( Before uploading, download sample csv and prepare csv with all file name which it to be upload. Paste this csv in that folder where all file are kept

2 . Click on choose file and and select a folder where to upload all those files then click on submit.it will take some time and will show you uploading progress bar.( Uploading Speed totally depends on internet speed and files size)

Please follow the below process for multiple folder uploading.

  1. Click on upload/import then click on upload folder ( in this option folder structure can be uploaded with file same as kept in computer storage)
  2. Click on choose file option and select main folder then select storage where to upload all folder.
  3. Click on submit. it will take some time and will show you uploading progress bar.( Uploading Speed totally depends on internet speed and files size)

From this page you can create a holiday for your organization which will be applicable only for your employees.to add holidays is simple process.

Go to holiday manager then click bn on holiday list. After that click on add new holiday with holiday name and date.

Go to audit trail then click on view upload logs. From this page all completed and incompleted logs can be found.

There are two options available in this tab.

  1. Review track :- In this option you are able to see and track documents and process about file which is initiated.
  2. Review in-tray :- In this option you are able to get files for reviewing or editing which is sent from another user.

1.Go to workflow management then click on initiate file

2.Enter subject and select yes or no ( fill file number in case of yes)then prepare a file which will sent to review

3.Finally  on save with page format then select reviewer and save.  A message will be show that fill has been assigned to reviewer

1.Go to review document and click on review in-tray option ( this can be also found on dashboard)

2.Click on edit icon ( below file name ), there will be appear a page where you can edit,add page no,insert page and annotations function can be performed)

When you delete a files, it is placed in the Recycle Bin. Items are temporarily stored in the Recycle Bin before they are permanently deleted by the user.User can recover the deleted file from this page.

There are two option available in this tab. If users want to read FAQs and provide any feedback when they click on it, it redirects on relevant website from where all FAQs and feedback column are available.

1.Click on profile icon ( top right corner of application ) then click on profile

2.You will get the like "default language " click on this option.

3.Now you are able to change language English to Hindi ( current application is bilingual )

1.Click on profile icon ( top right corner of application ) then click on profile

2.Go to settings and click on configure mail option. Fill all required details and click on test connection then click on save changes

3.now you can go to inbox and fetch the mail.

 

 

 

 

 

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