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Difference between revisions of "CRM Use Case Record Document"

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(Created page with "If you want to Insert a new document into EGI CRM, you should proceed the following way: # Select Data Management → Documents # Click on the button add new Document After thi...")
 
 
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{{Deprecated}}
= How to create a new document =
If you want to Insert a new document into EGI CRM, you should proceed the following way:
If you want to Insert a new document into EGI CRM, you should proceed the following way:
# Select Data Management → Documents  
# Log-in in [https://crm.egi.eu EGI CRM]
# Click on the button add new Document
# From the ''top navigation blue menu'', select '''Documents'''
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Document creation web form''.


After this you should see an image similar to the following one:
<br />
<br />


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<br />
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= How to fill the web form for a document =


The insertion of a new Document should contain the following fields:  
The insertion of a new Document should contain the following fields:  
# Basic Information: Unique Document name, Assigned To and Folder Name. In order to create new folder users should ask EGI Helpdesk[[CRM_FAQ]].  
* <span style="color:red">'''Title'''</span>, a Unique Document Name.
# Description: If additional comments needed please use it.  
* <span style="color:red">'''Document No'''</span>, a autogenerated Document ID (do not change the default values)
# File Information: Download Type (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI).
 
* <span style="color:red">'''Folder Name'''</span>, default.
It is possible to associate a document to more than one account/contact. Documents with files size higher than 2MB cannot be imported.
* <span style="color:red">'''Description'''</span>, some metadata description of the document.
 
* <span style="color:red">'''Download Type'''</span>:
<br />
** Internal - uploading a local PC file provided via <span style="color:red">'''File Name'''</span>
** External - external file accessible via URL provided via <span style="color:red">'''File Name'''</span>
* <span style="color:red">'''Active''''</span>, used to tag the document as active
* <span style="color:red">'''Version'''</span>, document version.

Latest revision as of 09:50, 3 September 2015

Alert.png This article is Deprecated and should no longer be used, but is still available for reasons of reference.



How to create a new document

If you want to Insert a new document into EGI CRM, you should proceed the following way:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Documents
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Document creation web form.


How to insert a new document into CRM


How to fill the web form for a document

The insertion of a new Document should contain the following fields:

  • Title, a Unique Document Name.
  • Document No, a autogenerated Document ID (do not change the default values)
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI).
  • Folder Name, default.
  • Description, some metadata description of the document.
  • Download Type:
    • Internal - uploading a local PC file provided via File Name
    • External - external file accessible via URL provided via File Name
  • Active', used to tag the document as active
  • Version, document version.
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