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To navigate through the organizations and companies, log in to the platform. The company to be accessed can be selected through the overview page of the organizations available or through the “Switch between companies” button in the upper left corner of the page.
After selecting a company, the applications, available for that same company, are displayed in the company overview.
Document Management System (DMS)
After logging in to the DMS, an overview of both investor and company files available is displayed on the dashboard page. These can be downloaded or emailed directly, using the options available per file.
Under “Company documents” an overview of all documents for the chosen company is provided. “Preview”, “Download”, “Email”, "Add to basket", “Edit” and “Delete” buttons are available per existing document. The “Download”, “Email” and "Add to basket" actions are also available through selecting multiple douments and using the buttons in the upper right part of the window. New documents can be uploaded to the company, using the “Upload” area.
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Through the "Options" button, various setting can be used for filtering the existent documents.
Under “Document categories” new categories can be crated, using the “+” button. Per new category a category name, code and parent are to be specified.
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Existing categories can be edited and/or removed, using the according buttons on the right of each category.
Under "Baskets" new document baskets can be crated, using the “+” button. Per new basket solely a basket name is required.
Existing baskets can be edited and/or removed, using the according buttons on the right of each basket.
The documents within a single basket can then be emailed, and/or downloaded as a bundle, using the according buttons above the document list. The documents within a basket can also beviewed, removed from the basket, and/or downloaded and email separately, using the buttons on the right of each document in the list.
Under "Record types" new record types can be set, using the “+” button. Per new record type a name, link key, selection query, default filter date column and default variable columns are to be specified.
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Existing record types can be edited and/or deleted, and documents can be viewed, using the according buttons on the right of each record type.
The docuemnts within each record type can be downloaded, using the "Download" button on the right of each document.
The DMS can be exited, using the “Exit connected app” button in the upper left corner of the page.
Managing users
In the “Users” overview page a list of all users with access, together with their status (Active/Inactive) can be found. Existing users can be edited or deleted, using the “Edit” and “Delete” buttons on the right of each user on the list.
Creating new users
New users can be aadded, using the “+” button on the user overview page.
When creating a new user, user information, groups and permissions are to be used for that same new user. Further, the status (Active/Inactive) of the user is to be set. The new information is then saved, using the “Save” button in the right upper corner of the page.
Editing user information
When editing the general user information username, email, names and passwords can be adjusted. Changes are then saved using the “Save” button in the right upper corner of the page.
Editing groups
Per user the groups assigned can be ajusted. Groups already assigned to the user can be removed using the “Remove group from user” button. New groups can be assigned to the user using the “+” button. Changes are then saved using the “Save” button in the right upper corner of the page.
Reviewing permissions
The permissions per user can be reviewed in the “Permissions” section. However, permissions cannot be set through this tab. These are only set through group permissions.
Managing groups
In the “Groups” section overview page a list of all groups with access can be found. Existing groups can be edited or deleted, using the appropriate buttons on the right of each group.
Creating new groups
New groups can be created, using the “+” button.
When creating a new group, a name and description for the group are required under “Information”. The new information is then saved using the “Save” button in the right upper corner of the page.
Under “Permissions” the permissions per group can be set, using the checkboxes on the right of each permission. Those are then saved using the “Save” button in the right upper corner of the page.
Note: Group permissions can only be set after saving the new group's general information.
Editing existing groups
In editing existing users, the name, description and permissions of the group can be accordingly adjusted. Changes are then saved using the “Save” button in the right upper corner of the page.
Reporting
After logging into the application, you will be directed to the dashboard.
Managing Reports
Under “Reporting”, a list of the reports to which the user has access can be found. Reports can be reviewed, edited and/or deleted, using the appropriate buttons on the right of each report.
New reports can be created with the “+” button. In creating a new report, details on the report are to be filled in and report settings are to be set before working on the layout.
In editing an existing report, the general settings can be modified. All changes made can be saved, using the "Save" button in the upper right corner. The report can be run, using the green "Run" button.
Under "Layouts" the report layout(s) can be modified. Existing layouts can be edited and/or deleted, using the according buttons on the right of each layout. New layouts can be added, using the "+" button.
In working on a report layout (creating a new layout and/or editing an existing one) five steps are to be undertaken as follows:
- Download the layout editor program.
- Export the layout file (Note: The file uses the selcted datasource).
- Create/edit the according layout.
- Import the new layout file.
- Save changes made.
Managing users
In the “Users” overview page a list of all users with access, together with their status (Active/Inactive) can be found. Existing users can be edited or deleted, using the “Edit” and “Delete” buttons on the right of each user on the list.
Creating new users
New users can be aadded, using the “+” button on the user overview page.
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When creating a new user, user information, groups and permissions are to be used for that same new user. Further, the status (Active/Inactive) of the user is to be set. The new information is then saved, using the “Save” button in the right upper corner of the page.
Editing user information
When editing the general user information username, email, names and passwords can be adjusted. Changes are then saved using the “Save” button in the right upper corner of the page.
Editing groups
Per user the groups assigned can be ajusted. Groups already assigned to the user can be removed using the “Remove group from user” button. New groups can be assigned to the user using the “+” button. Changes are then saved using the “Save” button in the right upper corner of the page.
Reviewing permissions
The permissions per user can be reviewed in the “Permissions” section. However, permissions cannot be set through this tab. These are only set through group permissions.
Managing groups
In the “Groups” section overview page a list of all groups with access can be found. Existing groups can be edited or deleted, using the appropriate buttons on the right of each group.
Creating new groups
New groups can be created, using the “+” button.
When creating a new group, a name and description for the group are required under “Information”. The new information is then saved using the “Save” button in the right upper corner of the page.
Under “Permissions” the permissions per group can be set, using the checkboxes on the right of each permission. Those are then saved using the “Save” button in the right upper corner of the page.
Note: Group permissions can only be set after saving the new group's general information.
Editing existing groups
In editing existing users, the name, description and permissions of the group can be accordingly adjusted. Changes are then saved using the “Save” button in the right upper corner of the page.
