User Guide
In this guide, you'll learn how to get the most out of the Nectain document management system. You'll discover how to:
- Organize and manage your documents and folders
- Collaborate with your team on projects
- Find information quickly using powerful search tools
- Secure your documents with appropriate access controls
- Customize your system to suit your unique needs
What’s in it?
This guide includes the following chapters:
Get started
Begin your journey by accessing the system, navigating the interface components, and setting up your workspace by creating custom dashboards to organize your daily work.
Work with folders
Create, manage, and organize your folder structure to keep your documents organized.
Work with documents
Learn all document operations including creation, import, version control, organization, viewing, sharing, and mass editing to efficiently manage your files in the system.
Organize folders and documents
Organize your files using labels and stars for quick access to your most important documents and folders.
Find needed folders and documents
Master various ways to find your files by sorting columns, applying filters, performing searches, and creating reusable search parameters for frequent queries.
Adjust display
Personalize your view by modifying column layouts, adjusting display options, and organizing content to match your workflow.