Explorer 4.7.1

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

Create your own hierarchical, multi-fold filing plan directly from the explorer, or simply by dragging and dropping an existing tree structure from your workstation. Easily identify some folders within your tree structure by assigning them the color of your choice. Move a folder or some of its contents to another folder with a single click.

With the Explorer module, your files will be structured in a hierarchical manner, offering clear, intuitive organization.

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
• Drag and drop folders directly into Explorer from your computer with automatic creation of corresponding folders and files.
• Copy, delete or move contents
• Upload a document, folder or selection into an archive (with preservation of the hierarchical folder structure in the ZIP file).
• Add a document from a template
• Add remote documents (stored on another system)
• Quickly visualize a document
• Modify a folder from a dedicated modal
• Perform mass actions on content selection
• Manage folder and content rights (See dedicated documentation on the CategoryRights module page. This new version, combined with CRP 3.0, offers enhanced folder rights management)
• Share the same document across multiple folders without duplicating it.

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
• Customize files and publications :
  • Multilingual renaming capability for categories or publications; a renaming window lets you define names in multiple languages.
  • Possibility of displaying a dedicated icon instead of the default folder image if the "Custom folder icons" explorer display option has been activated.
  • Choice of folder color

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.
• Customizable folder icons (categories) with optimized optimized size management to avoid overflow. Much more attractive than the default folder image!
• Multilingual renaming interface for categories and publications
• Folders and sub-folders optimized by color: choosing distinct folder colors makes it easy to differentiate between categories or document types
• 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