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       
(Showing Draft Content)

文档门户网站概览

功能概述

普通用户登录到系统后即进入文档门户网站,进行日常的文档查看、操作与管理。

不同的用户登录系统后,由于其角色和权限不同,看到的具体项目、文档以及功能略有不同。

文中截图均以管理员登录为例。

门户网站整体上可分为左右两部分,左侧主要进行分类的管理,右侧进行具体文档的管理与使用。

image

左侧分类管理区

左侧区域主要进行分类的选择与查看、创建个人分类、上传以及新建文档、管理个人账户信息等。

(下图为管理员登录时的截图,具体用户登录时的可见项目会根据管理员的设置略有不同。)

image

主要功能

说明

系统主页

系统主页是登录门户网站时首先呈现的页面。详细介绍请见门户主页

创建或上传文档

单击加号按钮可选择创建新文档或者上传文档。详见新建文档

收藏夹

显示用户收藏的文档,详见收藏文档

门户目录

门户目录由管理员在后台管理中统一设置,所有用户登录系统时均使用相同的门户目录。

我的分析

包含类型个人分类

image

  • 类型:按照资源类型显示当前用户可见的所有资源和文档。该大类下的各分类不可修改或删除。管理员在后台管理的权限控制中可以控制该大类是否对用户可见。

  • 个人分类:用户自己创建和管理的个人分类,其他用户不可见。详见管理个人分类

数据监控

用于显示和管理数据监控,需要管理员在后台开启数据监控功能才可以显示此项目。

回收站

存放用户临时删除的文档资料,存放在回收站的文件可以恢复。详见回收站(恢复文档)

管理员可在后台管理的 系统设置 > 系统配置 > 基本设置 中关闭回收站功能。

进入后台管理

管理员在文档门户中单击此按钮可切换至后台管理网站。

账户信息

查看当前登录的账户,以及修改个人信息。详见个人信息管理和个性化设置

如果当前用户属于多个组织的话,在这里可以切换登录的组织。详见设置登录的默认组织/切换组织

type=info

提示

如打开系统的草稿审批模式后,门户中还会多一个草稿大类。详情请见使用文档草稿与审批功能

右侧文档管理区

右侧区域用于文档的管理和使用。

文档管理区默认使用卡片视图,您可以通过单击右上角的视图切换按钮切换视图。

image

区域

说明

文档名称

单击文档名称可以预览文档。

更多按钮

单击更多按钮可弹出文档管理菜单,可对当前文档进行管理操作。比如编辑、复制等等。

具体的操作方法,在本章的后续小节中都有详细介绍,请您具体查看。

image

管理操作栏

管理操作栏中可对当前文档及文档列表进行管理操作。不同用户以及不同的文档类型可见的项目会不同。

以仪表板为例,由左至右依次为:

其中对文档的操作与文档更多按钮中的部分功能相同,如编辑文档、基于当前文档创建、复制、删除文档。

翻页导航

可以切换到上一页/下一页、最后一页/第一页、也可以输入页号直接跳转至目标页。