The appearance of the R2 Docuo web portal can be customized using colors, the corporate log 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:
- 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.
- Categories view
Shows documents separated into categories irrespective of the folder where they are saved.
Shows the structure of the folders or categories created in R2 Docuo.
This area shows the content of the selected folder or category.
- Papelera de reciclaje
Este botón sólo aparece cuando se ha eliminado algún documento o carpeta. Los archivos de la papelera pueden restaurarse o eliminarse definitivamente de forma manual.
- 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.
- Favorites view
Shows a list of the documents marked as favorites. For more information click here.
- My recent documents view
Shows the last 50 documents consulted by the user.
- Notifications area
From the notifications area you can view comments, reminders or tasks assigned to the documents. For more information click here.
- Session options
From here you can change the user's password or close the current session.
Navigation by folders allows you to explore all documents in a very similar way as you would in any other document explorer.
The results list shows the folders and documents stored in the selected folder of the tree irrespective of the category they belong to.
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:
- Category group
These are groupings which help to sort categories by department or work area. When you select a category group the results list will show the categories which belong to the selected group.
When you select a category from the tree, the results list will show all of the documents which belong to the selected category.
- State of a process
The process is the life cycle of a document from its creation through to its end state. The states are the steps which comprise the process. When you select a state from the category tree, the results list will show only those documents which are in the selected state.
The favorites view gives you quick and easy access to your most important documents.
After clicking the favorites (start-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.
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".
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.