Index


1  What the R2 Docuo web portal looks like

2  Folders view

3  Categories view

4  Favorites view

5  My recent documents view

6  Notifications area


What the R2 Docuo  web portal looks like


The appearance of the R2 Docuo web portal can be customized using colours, the corporate logo and cover image. To configure the web portal's appearance you will need to access the repository options from the clients area in the R2 Docuo web site.


The image below shows what the R2 Docuo web portal looks like in general along with a brief description of what the main buttons are  used for:



  1. Folders view

Shows stored documents in a document explorer using folders so that you can view all the documents in a determined folder irrespective of their category.


In the upper level of the folder tree there is the root folder, named as the accessed repository id. It has a cloud icon over it.


  1. Categories view

Displays documents separated by categories regardless of the folder in which they are stored.


  1. Tree

Shows the structure of the folders or categories created in R2 Docuo.


  1. Results list

This area shows the content of the selected folder or category.


  1. Search bar

R2 Docuo provides you with a search bar for a quick document search by name, path or any other value of its metadata.


  1. Recycling Bin

This button only appears when a document or folder has been deleted. The files in the trash can be restored or deleted permanently manually.


  1. Favorites view

Shows a list of the documents marked as favorites. For more information click here.


  1. My recent documents view

Shows the last 50 documents consulted by the user.

  1. Notifications area

From the notifications area you can view comments, reminders or tasks assigned to the documents. For more information click here.


  1. Session options

From here you can change the user's password or close the current session.


Folders view


Navigation by folders allows you to explore all documents in a very similar way as you would in any other document explorer.

To the left you have the folder tree, and to the right the results list.



The results list shows the folders and documents stored in the selected folder of the tree irrespective of the category they belong to.



Categories view


Categories help to sort documents by "type", to assign metadata and to distinguish between the different states of a process that a document can be in.


 

  1. Category group

They are groupers that allow to separate the categories by department or work area. Selecting a group of categories in the results list lists the categories that belong to the selected group.



  1. Category

Selecting a category in the tree, the results list shows all the documents that belong to the selected category.



Categories can have custom views, selecting a category with custom view will display columns with the information in the custom fields associated with the document.



For more information on the custom views click here.


  1. State of a process

The process is the life cycle that follows the document from creation to the final state, States are the steps that the process is made of. Selecting a status in the category tree results list displays only the documents that belong to the selected state.



Favorites view


The favorites view gives you quick and easy access to your most important documents.

Each user can mark their most important or most frequently used documents as favorites by clicking on the star button that appears next to the document name.

After clicking the favorites (star-shaped) button, the document will appear in the results list of the favorites view.



If at any time the document is no longer of use to the user, it can be removed from the favorites list by clicking again on the star icon that appears next to the document's name.



My recent documents view


You can open the my recent documents view by clicking the clock icon in the top right hand corner of the R2 Docuo web portal.

This view displays the last 50 documents you have consulted ordered from the most to least recent.  



You have an option to view the latest documents modified by all users, by clicking the "My recent documents" button and then selecting "All users".



Notifications area


In R2 Docuo each document has a collaborative panel where any user can make a note of comments, calendar appointments or define tasks for the user or for others.


To open or close the notifications area you need to click on the person icon that appears in the top right hand corner of the R2 Docuo web portal.



In the notifications area you can keep track of activities created by you or assigned to you as an interested party separated by tabs, one for each type of activity.


From this area you can also view pending tasks and reminders, mark tasks as completed or show past activities.