InfoPlace Document Organizer

Application Overview

User Commands

Table of Contents
  1. Browse
  2. Modify
  3. Global

Browse

Main
The "Main" command shows a list categories at the Main or top level.

What's New
The "What's New" command shows a list of documents that have been added to the system or whose Properties have been modified recently. Each User can define how recent "new" is by setting a time span in their Preferences.

Find Document
The "Find Document" command brings up a form for specifying search criteria. The search terms are based on the "Properties" associated with documents. The User can specify one or more criteria that must be satisfied for a match. By using "Contains", "Starts With" or "Ends With", the User can specify partial string matches for Author, Title or Keywords. The User can restrict the search to selected categories or document types. A range can be specified for dates or version numbers.

Table of Contents
The "Table of Contents" command shows a hierarchical view of all the existing categories. Clicking on the "black triangle icon" in front of the category, expands the view to show a listing of documents or sub-categories belonging to that category.

Index
The "Index" command shows an alphabetical listing of categories and documents. The Index, and Table of Contents, are generated on the fly and shows a listing that is current at the time you invoke the command.

View Properties
The "View Properties" command shows the Properties associated with the selected document or category. Documents are assigned properties when they are added to the system.

History
The "History" command pops up a window which lists all the categories and documents that have been visited in the current User session. This provides a convenient way to go back to previous views.

Modify

Add Document
The "Add Document" command brings up a form in which a User assigns Properties to the document being added to the Infobase. The current User's name is filled in as the default Author name. It can be changed if the document is being added on behalf of another Author. The "Title" should be a meaningful name rather than a file name. A document may be placed in more than one category by selecting multiple categories. The "Description" and "Keywords" fields are optional. Creation Time and Modification Time are automatically filled in by the system.

If the document is on the local machine/disk and the User wants the application to maintain a copy of it on the server, then the User should select the "Upload" option. The User then selects the document to be uploaded using the familiar file browsing mechanism. The document will be uploaded and placed in a directory and the appropriate URL will be automatically generated.

If the document is already on the server, than the User simply enters the URL for the document. This can be a complete URL of the form "http://hostname/pathname/filename.ext" or any path starting with "/" of the form "/users/username/filename.ext".

If the User does not wish to create or point to a real document then the third option can be used. It indicates simply that the text in the Description field should be treated as a Document. This option is useful for adding small scraps of information on-the-fly.

Add Category
The "Add Category" command brings up a form in which a User creates a new category. You have to select an existing category as a parent. The new category will be made a sub-category of this selected category. You are only allowed to select categories which do not contain any documents as parents categories. It is recommended that you do not add any documents to the "Main" category. Otherwise you will not be able to build a hierarchy of categories.

Add Glossary Term
The "Add Glossary Term" command brings up a form in which a User creates a new Glossary Term. The Glossary is always displayed alphabetically.

Edit Properties
The "Edit Properties" command brings up a form with the existing values of the Properties of the selected object. They can be modified any time after they are added. This is used to modify the Properties of Documents, Categories and Glossary Terms.

Delete
The "Delete" command is used to delete a selected object. This is used to delete Documents, Categories and Glossary Terms.

Global

Glossary
The "Glossary" command shows a list of terms defined in the Glossary.

Preferences
The "Preferences" command brings up a window that lets Users customize some features of the application. The "What's New" setting lets Users specify how recent new is. The "Document View" setting lets Users select what Properties should be shown when a document list is displayed.

Exit
The "Exit" command quits the current User session. The User can then start another session with a different Infobase.