File Explorer: This is the primary document control area where you can organize files into folders. You can create new folders and upload documents using the links above the Documents grid. A special profile icon located to the left of the “Documents” title contains a folder tree with all your organization’s folders arranged in a hierarchical structure. Clicking on the plus symbol to the left of a folder reveals the folders contained within. Clicking on the folder name reveals the files and any additional folders within. This is the quickest method for finding a folder of interest. A big difference between this file explorer and the one on your desktop is that each file stored in the EMSWeb Documents grid has a profile page where updates to the file can be tracked by uploading a new version of the file. Also, any file can be linked to one or more custom content pages.

Whatever version is set to “current” will immediately be available for download from the applicable custom content page and from the Documents grid. To revert to an older version, simply enter the file’s profile and set the older version to “current”. Having a web-based central repository for all media and EMS critical documents enables high level queries of documents across multiple installations without having to waste time sending emails and looking for documents.

Query:

The Document Query grid contains all the documents within an organization and does not display any folders. The Document Query form that appears once you click on the Query icon allows you to query files by name, document category, owner, folder, size, creation date, media, ISO 14001 element, or any combination of these. After performing a query, simply click on the document icon to the left of each row to download the current version or click on the name of the file to go to its profile.