Table of Contents
Table of Contents 2
1 Overview of Agatha 4
2 How to Use Agatha 5
2.1 Log In 5
2.2 Watch Basic Training Video 5
2.3 Workspace Navigation 5
2.3.1 Change Organizations 6
2.3.2 Workspace 6
2.3.3 Dashboard 7
2.3.4 Documents 8
2.4 Display Documents in Folders or in Lists 8
2.4.1 Display Items in Groups 10
2.4.2 Sort or Filter Items 10
2.4.3 Reset Groups and Sort 11
2.5 Create Folders and Add Documents by using the Folder view 12
2.5.1 Create and Delete Folders 12
2.5.2 Add Documents 12
2.5.3 Copy Hyperlink of Folders 13
2.6 Add Documents by using the List view (“Display Items in Lists”) 15
2.7 Edit and Send Documents to Final 15
2.7.1 Edit Documents 15
2.7.2 Upload New Versions 17
2.7.3 Create PDF Rendition 18
2.7.4 Discard PDF generated within Agatha 18
2.7.5 Copy 18
2.7.6 Send Documents to Final 19
2.7.7 Send Documents to Draft 19
2.7.8 Send Documents back to Final (Make Minor Versions Obsolete) 20
2.7.9 Make Obsolete 21
2.7.10 Download Documents 21
2.7.11 Copy Hyperlink of Documents (Download Documents Directly) 22
2.8 Send Documents to Review and Approval 24
2.8.1 Send Documents to Review 24
2.8.2 Review Documents 25
2.8.3 Check the Review Status 27
2.8.4 Cancel Review Task 28
2.8.5 Send Document to Approval 29
2.8.6 Approve Documents 30
2.8.7 Send Documents to Final 32
2.9 Parallel Review 32
2.9.1 Send Documents to Parallel Review 32
2.9.2 Complete the Parallel Review Task 33
2.9.3 Make Parallel Review Comments Private 35
2.9.4 Reply to Parallel Review Comments 35
2.10 Notifications and Announcements 36
2.11 Other Features 37
2.11.1 Edit File Name and Other Properties 37
2.11.2 Version History and Audit Log 38
2.11.3 View All Tasks 38
2.11.4 Export List of Documents 39
4 FAQ 41
4.1 System Requirements 41
4.2 Supported File Types 41
4.3 Upload File Size 41
4.4 Modify File Names 41
4.5 Why is it sometimes slow to Open Documents? 41
4.6 Can I restore previous versions? 41
4.7 Can I delete specific versions? 41