1 Overview of Agatha............................................................................................................................... 6
2 Log in ..................................................................................................................................................... 9
2.1 Login .............................................................................................................................................. 9
2.2 Password Reset ........................................................................................................................... 14
3 Overall Navigation............................................................................................................................... 19
3.1 Organization Management ......................................................................................................... 19
3.1.1 Display Home Page.............................................................................................................. 19
3.1.2 Language Selection.............................................................................................................. 22
3.1.3 Switch Organization............................................................................................................. 24
3.1.4 Switch workspace................................................................................................................ 25
3.1.5 Tasks lists............................................................................................................................. 26
3.1.6 Audit Trail ............................................................................................................................ 28
3.1.7 Net promote score .............................................................................................................. 29
3.2 Workspace Management............................................................................................................ 31
3.2.1 Views ................................................................................................................................... 31
3.2.1.1 Document views sorting and filtering by a user.............................................................. 31
3.2.1.2 Export a document view.................................................................................................. 36
3.2.1.3 Display a View.................................................................................................................. 37
3.2.1.4 Display documents as a detailed list or with tiles........................................................... 38
3.2.2 Information.......................................................................................................................... 40
3.2.2.1 Document Audit Log........................................................................................................ 40
3.2.2.2 Document Edit Metadata ................................................................................................ 46
3.2.2.3 View Document Panel ..................................................................................................... 51
3.2.2.4 Document Version history............................................................................................... 54
3.2.2.5 Workflow history............................................................................................................. 57
3.2.2.6 View document in containing folder............................................................................... 58
4 Documents Management.................................................................................................................... 61
4.1 Add Documents........................................................................................................................... 61
4.1.1 Add Document..................................................................................................................... 61
4.1.2 Upload new version............................................................................................................. 73
4.1.3 Create PDF Rendition .......................................................................................................... 76
4.2 Open, Edit & Download Documents ........................................................................................... 80
4.2.1 Document View Online........................................................................................................ 80
4.2.2 Document Download On Workstation................................................................................ 90
4.2.3 Document Edit Office Documents....................................................................................... 93
4.2.4 Document Edit Online Office Documents - Co authoring ................................................... 99
4.2.5 Extract documents from a zip file...................................................................................... 105
4.2.6 Compress to zip ................................................................................................................. 110
4.2.7 Document indexing ........................................................................................................... 114
4.3 Share Documents...................................................................................................................... 114
4.3.1 Share document ................................................................................................................ 114
4.4 Copy & Move Documents.......................................................................................................... 118
4.4.1 Document Copy ................................................................................................................. 118
4.4.2 Move document................................................................................................................ 124
4.4.3 Copy document hyperlink ................................................................................................. 127
4.4.4 Bulk operations on items................................................................................................... 129
4.5 Create Shortcuts of Documents................................................................................................ 133
4.5.1 View Document shortcut................................................................................................... 133
4.5.2 Create Document Shortcut................................................................................................ 135
4.6 Workflows ................................................................................................................................. 139
4.6.1 Document Review ............................................................................................................. 139
4.6.2 Document Approval - Signature ........................................................................................ 147
4.6.3 Send document to Publish................................................................................................. 160
4.6.4 Finalize Document - Send to Final ..................................................................................... 161
4.6.5 Send Document to Draft.................................................................................................... 163
4.6.6 Discard Document............................................................................................................. 166
4.6.7 Force discard check-out..................................................................................................... 171
4.6.8 Cancel Workflow ............................................................................................................... 172
4.6.9 Parallel annotations on documents .................................................................................. 175
5 Folders Management ........................................................................................................................ 180
5.1 Add Folder................................................................................................................................. 180
5.2 Rename Folder .......................................................................................................................... 182
5.3 Move Folder .............................................................................................................................. 185
5.4 Make a Folder Obsolete ............................................................................................................ 187
5.5 Copy Folder Hyperlink ............................................................................................................... 189
5.6 Folder-Level Permission Management...................................................................................... 190