Explorer 4.6.6

Organize information and capitalize on knowledge with a document management system that is fully integrated with the Digital Workplace.

What's new

Version 4.6

Compatible only with JPlatform 10SP5 and higher

New rights management with the CategoryRights 3.0 module

See dedicated documentation on the CategoryRights module page. This new version, combined with CRP 3.0, offers more refined folder rights management.

Enhanced table view

The table view has undergone several changes:

• The selection checkbox is now on the left
• An action menu is now available on the right (same action as right-clicking on the element)

Improved selection operation

The selection of a set of elements is no longer made by clicking on an empty zone, but only by clicking on a button in the action zone:

Integration with collaborative workspaces module 8.0

It is now possible to use a Portlet Explorer in the model, and to override the root for your space.

When to use this plugin ?

Tired of duplicated documents that are in a mess on your network drives? Would you like to be able to keep track of document version history and updates? And to finally be able to work together with others on shared documents? And above all, would you like to have a better control of document visibility and of who has access to it?

Switch to an efficient and intuitive electronic document management system with the Jalios Explorer module!

What is this plugin about ?

The "Explorer" plugin is a solution for classifying and navigating your documents or publications. You can create a tree structure similarly to the file explorer on your computer.

The explorer can be:

• Contextualized in a collaborative space: all publications will then only be accessible by members of the space. This is often useful to set up the document library of a project or a documentary space.
• Global: just as like an EDM for dematerliazation, it is then accessible from the main menu. Rights management is often used in this case to restrict access

Key features

• Create a hierarchical and multiple classifying plan to organize documents
• Find documents by navigating or by searching in the explorer.
• Unify documents in the EDM
• Upload documents in bulk with drag/drop or with document archive decompression
• Copy, delete or move contents
• Upload a document, folder or selection into an archive.
• Add a document from a template
• Add remote documents (stored on another system)
• Quickly visualize a document 

User personalization

Users can customize their explorer with severla options :

• Choose a display mode: cards or list
• Filter by author, start/end date, content types, document types
• Change sorting criteria

Advance personalization

This type of customization is only availabe for functional administrator.

• Choose the type of content to display in the explorer and possibly with criteria
• Choose a display template among the available templates
• Customize navigation and refinement options
• Customize the display options: list of available views, default view, columns,...
• Customize sorting, pagination, ..

What our customers like about it

Ease of use and personalization capability

The Jalios explorer is not a fixed component, but a component that combines simplicity and customization.

• Content types and display parameters can be customized. HR may have an explorer that only displays HR documents.
• Action menu for content creation and document repository.
• Context menu on the elements (content) with the right mouse click.
• Documents can appear in several places in the tree structure: they are not duplicated