ShareDo provides a rich set of functionalities on top of a Document Management System (DMS). These are typically accessed through the repository view within a case.
For information on using the widget, see the article Document Repository Viewer.
Configuring the Widget
After the standard widget Chrome and Display settings, there are the following:
Help for these settings is provided in the blade; the table below lists notes to describe a few items.
| Section | Description |
|---|---|
| Repository Context |
|
| Disaplay Settings | Configure the repository view display. For example, the docked preview width, and whether to track the current folder in the URL; if enabled, the current folder will be tracked in the URL so that your position in the repo folders is remembered if you refresh or share the folder. |
| Sidebar Settings | Sidebar settings only show if the Show sidebar toggle is on in the display settings. |
| Ribbon Settings - General Actions | General settings to show the print action or upload button are enabled or disabled here. |
| Ribbon Settings - Selected File(s) Actions | These settings affect what options are available in the actions menu when one or more files are selected. See the help text on the blade for each option. |
| Columns | If no columns are added, a default set will me used. The default set are: name, title, created, and modified. Modified by is also available to add. |
| Other column options | These settings allow you to show bulk select checkboxes to the left of a row and the context/burger menu to the right of a row. |
Legacy Document Repository Viewer (pre-version 7.8.0)
ShareDo provides a rich set of functionality on top of a Document Management System; these are typically accessed through the repository view within a case.
Key functions provided through this view include:
- “Live” view of the underlying DMS structure, including adherence to any existing security barriers.
- Ability to drag and drop documents into a case repository or, indeed, in any one of your matters.
- Seamless integration with all of ShareDo’s omni-channel functionality, including email, fax, SMS, portals, print, document expectations and the like.
- Integration with the native search capabilities of the underlying DMS.
- Document preview, including annotations, redaction and the like.
Configuration options include
- Display style - flat or Standard.
- Page Size.
- Sort Order.
- File linking behaviour.
- Side bar - whether this is displayed or not and what functions are enabled.
- Action - bar - whether this is displayed or not and what functions are available.
- Ability to specify the columns that are displayed.