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The DMS (Document Management System) dashboard provides a complete snapshot of Ezeefile/Ezeepea which allows to monitor the contribution of the various departments in an organization.

To gauge exactly how well an organization is performing overall, this digital dashboards allow you to capture and report specific data points from each department within the organization, thus providing a "snapshot" of the overall performances. 

Authorization involves two options :-

1) User profile -it involves the list of storage permissions granted to the users of the DMS.You can modify and delete the permissions of the respective user.

2) Storage Policies-In this we can see the list of storage permissions that is granted to the particular user and also assign the storage permissions to particular or more than one users.

With the help of User Manager you can:-

1) Create or add a new user along with their basic information like name, contact number, designation group and profile picture followed by a secured password.

2) Manage/Modify/View the Users lists and check their access rights for a particular user.

Storage Manager displays all the major Groups followed by various sub folders. Here files can also be searched through metadata search.

Metadata Registry helps to search exact file by using metadata fields such as file type and other information, . It can include elements such as title, abstract, author, and keywords.

You can add a new field name followed by its data type, data length, and importance and also assign it to a particular folder/storage location.

This option is used to upload single file folder or multi-files folder in selected Storage.

Recycle bin is presented as a special file directory to the user, allowing the user to browse deleted files, restore those that were deleted by mistake, or delete them permanently (either one by one, or by the "selecting all" in a single go.

In shared with me option,you will find the files that has been shared with you.

In shared files option you will find lists of shared files by you.

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.

It is further divided into two parts:

  1. User Audit:

One can see the activity details (like Log In /Log Out) of any user followed by their action start & end date along with their respective IP addresses.

 2. Storage Audit:

One can search the actions performed to store/ upload files by the user along with a proper date, time and IP address. You can also search user by their respective names to track their activities.

Case:1 (To be run through Internet)

  1. Check internet connectivity
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).

 

Case:2 (To be run through LAN/Workgroup/Domain Server)

  1. Check LAN/Workgroup/Domain connectivity.
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).
  1. Go to login page type User ID and Password.
  2. Click on Login.
  1. Click on “forgot your password” option and enter your mail ID after that you will receive an OTP on your mail and you can change/reset your password.
  2. Then again enter you mail ID and new password to Login.

 

Go to My DMS tab on the dashboard, it will show all Storage folders and files which you want to view and you can search any file with the help of metadata search or by text search option.

  1. Go to My DMS tab on the dashboard it will show all Storage folders, now select the folder under which you want to create a new sub folder.
  2. Go to “Choose action”tab then create new child after selecting folder.
  3. Type new storage name and click on create child.
  4. Child storage will be successfully created and you can also Modify, Delete or Move storage folder from one place to another.
  1. If you have already created Metadata then go to “My DMS”tab, select Storage folder and go to “Choose action” tab then “Assign metadata”.
  2. It will show already created metadata, you can select whichever you want to assign in particular Storage folder.
  3. You can see already created Metadata in “Field select”
  4. Choose any metadata.
  5. Selected field will be shown in “Field assigned”column then submit.
  6. Your metadata has been successfully assigned in particular storage folder.

1.If you want to create Metadata, then go to “Masterstab then click on “Add Metadata fields”.

Enter all mandatory details:

Field Name:Example- Roll no/Tender no/Any name whichever you want to describe others.

Select data type:If your field name is roll no. Then it may be in numeric so select your data type Int (integer).

Enter data Length:maximum length of your data

Is mandatory: if you select yes then it will show only exact data.

Your metadata has been successfully 

1. Click on “Masters” then click on “Group Manager”.

2. After selecting “Group Manager” you will be able to see “Add New Group”option on top right corner just below the Group Management tab.

3. To add a new group click on “Add New Group” to add Group Name and select all the users in that group after that click onAdd option.

1. Click on “User Manager”.

2. To register a new user click on “Add user”and fill all mandatory details of User, you can select any of the registered groups in which you want to add this user.

3. Select privilege(User Profile) for a particular user.

4.You can also add any profile picture from choose file option and then submit it.

1. Go to Home page click on Authorization”after this click on “User profile”

2. Click on “Add New Profile”option to add a new profile.

3. Enter profile name, select group & profile permissions for every individual and then click on SAVE PROFILE

1. Go to home page click on “Upload/import”

2. Then click on “Bulk upload”and choose folder of files to upload.

3. Select storage name in which you want to upload file and click on submit.

  1. Go to home page click on “My DMS” tab and select a file, which you want to share.
  2. Click On share file option and select User name with whom you want to share and submit.

1. Go to User Manager and then select User List

2. If you want to register user details in bulk then make CSV file of user details.

3. Click on “Import user”tab then select storage, privilege and group for users, after this select CSV file of User’s details and then submit.

  1. Go to home page and click on “Edit profile” In this page you can see all details about you.
  2. If you want to change then click on “Setting”and edit your profile.
  3. You can Edit all details according to you and submit again.
  1. Go to home page and click Edit profile. In this page you can see all details about you.
  2. If you want to change your password then click on “Setting”tab and change password.
  3. Enter new passwordand confirm.
  4. Then click on “Save changes”.

Your feedback is valuable for us if you want to give us any suggestion regarding our application then click on support tab and then feedback.

Mention your problem along with your brief detail and you can also send suggestions if you want us to improve our services

No, it’s our support URL you don’t have to enter any password or ID, just type URL on your web browser and visit this site.

  1. Click on “forgot your password”option and enter your mail ID after that you will receive an OTP and you can change your password.
  2. Then again enter you mail IDand new password then Login.
  1. Yes, you can add your signature for that go to “Edit profile”and click on “Add Sign”
  2. You can choosefile if you have already scanned signature file then upload it and add. Your signature will be added successfully.

 

For that you will have to go to Edit profile option in MY PRIVILEGES and you can also check whether you have rights to move or delete any file or not.

 User report shows the graph of total users login in months.

The DMS (Document Management System) dashboard provides a complete snapshot of Ezeefile/Ezeepea which allows to monitor the contribution of the various departments in an organization.

To gauge exactly how well an organization is performing overall, this digital dashboards allow you to capture and report specific data points from each department within the organization, thus providing a "snapshot" of the overall performances. 

Authorization involves two options :-

1) User profile -it involves the list of storage permissions granted to the users of the DMS.You can modify and delete the permissions of the respective user.

2) Storage Policies-In this we can see the list of storage permissions that is granted to the particular user and also assign the storage permissions to particular or more than one users.

With the help of User Manager you can:-

1) Create or add a new user along with their basic information like name, contact number, designation group and profile picture followed by a secured password.

2) Manage/Modify/View the Users lists and check their access rights for a particular user.

Meta Data Search- In this type of search you can search a stored file by selecting particular storage,with their metadata and condition. 

Workflow Management System (WMS) is a piece of software that provides an infrastructure to setup, execute, and monitor scientific workflows. In other words, the WMS provides an environment where an experiments can be defined and executed. 

You can Create workflow- In New workflow Admin can create a new workflow with a name and assign a particular task if required to someone or a group with a proper deadline, priority and supervision.

Here you can also add a form if required to be filled for better specification by the users for example Leave application form/Cash Voucher form etc.

 

 

If we don't want to use the existing workflow and we want to create our own workflow then we can use Initiate File option.

Task Track Status helps in checking out the status of task to check whether it is approved,reject or pending.

“In Tray” tab shows all the tasks whichever have been assigned to you in your tray whether they are pending, processed, approved, rejected, completed or aborted along with their priority level and timelines.

Workflow Reports are divided into two parts:

  1. Involved Workflow:

           This shows all the workflows in which a particular user is involved.

      2. Running Workflow:

          This shows only those workflows which are currently running/pending.

An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, or event.

It is further divided into two parts:

  1. User Audit:

One can see the activity details (like Log In /Log Out) of any user followed by their action start & end date along with their respective IP addresses.

 2. Storage Audit:

One can search the actions performed to store/ upload files by the user along with a proper date, time and IP address. You can also search user by their respective names to track their activities.

Case:1 (To be run through Internet)

  1. Check internet connectivity
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).

 

Case:2 (To be run through LAN/Workgroup/Domain Server)

  1. Check LAN/Workgroup/Domain connectivity.
  2. Open Web browser.
  3. Enter URL of Ezeepea/Ezeefile.
  4. If you encounter any problem then feel free to contact us with details (sharing of screenshot is recommended).
  1. Go to login page type User ID and Password.
  2. Click on Login.
  1. Click on “forgot your password” option and enter your mail ID after that you will receive an OTP on your mail and you can change/reset your password.
  2. Then again enter you mail ID and new password to Login.

 

A.   Go to “In Tray”tab on the dashboard where you can see all the tasks on which you have to take actions like Approved/Reject/ Abort          and Comment.

B.   To take any action click on action Sign, it will show details like who has submitted this along with the task name and all other details.

1. Click on “Masters” then click on “Group Manager”.

2. After selecting “Group Manager” you will be able to see “Add New Group”option on top right corner just below the Group Management tab.

3. To add a new group click on “Add New Group” to add Group Name and select all the users in that group after that click onAdd option.

1. Click on “User Manager”.

2. To register a new user click on “Add user”and fill all mandatory details of User, you can select any of the registered groups in which you want to add this user.

3. Select privilege(User Profile) for a particular user.

4.You can also add any profile picture from choose file option and then submit it.

1. Go to Home page click on Authorization”after this click on “User profile”

2. Click on “Add New Profile”option to add a new profile.

3. Enter profile name, select group & profile permissions for every individual and then click on SAVE PROFILE

1. Go to User Manager and then select User List

2. If you want to register user details in bulk then make CSV file of user details.

3. Click on “Import user”tab then select storage, privilege and group for users, after this select CSV file of User’s details and then submit.

1. Go to homepage and click on “workflow management”then New workflow”.

2. Type workflow name and select group.

3. All user of that particular group can see this workflow.

4. Select Form requiredoption if you want to add any form.

5. Select PDF requiredoption by this it will create a PDF of your initiated task details and Assigned user (who will take action on your initiated task) can see workflow details in PDF format .

6. After that click on “create workflow” option.

1. Go to Workflow Managementthen select workflow List, here workflow list will be displayed.   

2. Select workflow from the list in which you want to add a step and click on “Workflow step”

3. After that click on “Add step”option and enter Step name, order and description then add.

4. Your step has been created.

1. Go to Workflow Managementthen select workflow list, here list of all workflows will be displayed.   

2. Select workflow step after selecting the workflow fromlist in which you want to add a task and after that click on add task. A pop up window will be displayed having various fields to be filled like:

3. Task name: you can type name of task like it’s for manager approval.

4. Select deadline: you can fix a time limit for you task after this timeline your task will be forwarded from assign user to supervisor/alternate user.

5. User assign: select user name who will approve task first.

6. Supervisors: Supervisor name of assign user.

7. Select action: Actions which can be taken by first assign user like Approved/Reject/Aborted.

8. Then type task order no.and select priority.

9. Select alternate userand if you want to add any instruction then add or click “Add task”

10. In this way you can create many tasks in a step according to you.

  1. Click on “Workflow management” after that go to “Initiate workflow”
  2. Now select workflow name from the drop down which you want to initiate.
  3. Enter all mandatory details.
  4. If you want to attach any file then select choose file optionand attach a file , then Preview and “submit”.
  1. If you don’t want to initiate any existing workflow then you can use Initiate file option.
  2. Click on Initiate file option and enter subject, fill description then click on next option.
  3. And if you want you can also use existing workflow, otherwise create a new order for approval and then submit.
  1. Click on “Workflow management”tab then select “Task track status”
  2. After that click on Action tab & you will be able to see whether the task has been approved or not.

Once you have rejected any task (taken any action) then it will be forwarded to User from your “In Tray” box, and user will have to initiate the same task again for approval .

  1. Go to home page and click on “Edit profile” In this page you can see all details about you.
  2. If you want to change then click on “Setting”and edit your profile.
  3. You can Edit all details according to you and submit again.
  1. Go to home page and click Edit profile. In this page you can see all details about you.
  2. If you want to change your password then click on “Setting”tab and change password.
  3. Enter new passwordand confirm.
  4. Then click on “Save changes”.

Your feedback is valuable for us if you want to give us any suggestion regarding our application then click on support tab and then feedback.

Mention your problem along with your brief detail and you can also send suggestions if you want us to improve our services

No, it’s our support URL you don’t have to enter any password or ID, just type URL on your web browser and visit this site.

  1. Click on “forgot your password”option and enter your mail ID after that you will receive an OTP and you can change your password.
  2. Then again enter you mail IDand new password then Login.
  1. Yes, you can add your signature for that go to “Edit profile”and click on “Add Sign”
  2. You can choosefile if you have already scanned signature file then upload it and add. Your signature will be added successfully.

 

If you want to purchase our software or have any query related pricing and payment then please send us your details like Name, Contact no. E-mail ID and Address.

We will arrange a call back by our Sales Team ASAP.

If you want book an appointment for demo then please send us your details like Name, Contact no, E-mail ID and Address.

We will arrange a call back by our Sales Team ASAP.

 User report shows the graph of total users login in months.

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