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Fresh Docs

Zia Consulting’s Fresh Docs mobile application allows users to access enterprise content
management (ECM) systems from any iPhone, iPad or Android device. With Fresh Docs, users
can browse, search, retrieve, open and email documents from any ECM system on a mobile
phone or tablet device.

 Download Fresh Docs From the App Store or Android Marketplace




Fresh Docs is a mobile application that is available through the Apple App Store or the Android
Marketplace. Search "Fresh Docs" and download the application.




Fresh Docs - 1
Changing Settings




After the app has been downloaded, a pre-chosen CMIS based introductory repository will show
up in Fresh Docs. To change this navigate to the app settings by chosing settings->scrolling down
to Fresh Docs->Click. When the app settings have been found, it should look like the above
picture. Input your 1) username and password (used on the system). 2) Input the hostname. 3)
Then input the CMIS Repository settings. HTTPS: Secure Connection, Port: based on what ports
are open (check with IT department), Service Document: The CMIS service document, and other
personal settings.




Fresh Docs - 2
Open Fresh Docs Application




Open the app on your smartphone.




Fresh Docs - 3
Homescreen




When the settings have been set up correctly for Fresh Docs, sites, folders, and documents from
the specified CMIS Repository should show up (starting at the top level).




Fresh Docs - 4
Navigating to Wanted Document




From the homepage, the user may use the touch screen to navigate among sites, folders to the
wanted document.




Fresh Docs - 5
Creating and Uploading New Content




Throughout the process, there is the ability to create a folder, upload a photo or take a photo (more
options on iPad). To create/upload content select 1) the plus symbol in the upper right hand
corner and 2) choose that action which you would like preformed.




Fresh Docs - 6
New Folder




Creating a new folder is easy. When choosing "New Folder" from the previous list and name the
folder to your satisfaction.




Fresh Docs - 7
Downloading Document




Once the needed document is found, it can be downloaded by simply selecting the name of the
document (no to be confused with pressing on the blue arrow).




Fresh Docs - 8
Metadata




Like stated in previous step, navigating to the metadata and downloading/viewing the document
are different. When the document is clicked on, it is downloaded/able to be viewed, but when
clicking the blue arrow to the right, the metadata can be viewed. Metadata includes: created by,
creation date, last modified date and person, name of the document, what version of the document
is currently being viewed, and all the tags that the document has been given.




Fresh Docs - 9
Downloaded/Viewing Document




After the document has been downloaded, it is brought up and can be viewed. At the bottom of the
screen, there are different document options that will be discussed in the following steps.




Fresh Docs - 10
Saving Document to Device




1) When clicked on, this button will save the document to your divice (2). 3) Is the option to leave a
comment on the document. The user may email the document (4) or open it in another program
(5).




Fresh Docs - 11
Leaving a Comment




As shown in previous step, there is an option to leave a comment on the specified document.
When pressed, the comment page looks like this. You may leave a comment discussing what you
think of the document, what needs to be changed or what you think is perfect.




Fresh Docs - 12
Emailing a Document




When emailing a document, Fresh Docs takes the document from the CMIS Repository and opens
it in Apple Mail (or another email client) as an attachment.




Fresh Docs - 13
Downloaded Documents




Once you have viewed the documents from the CMIS Repository they have been downloaded to
your system. These documents can be viewed under the downloads tab of the application. From
there you may re-view any document.




Fresh Docs - 14
CMIS Search Engine




Fresh Docs has the advanced capability of searching the entire CMIS Repository for a document
or folder that you may know you want to look at. The search tab is a faster way of finding a
document that the user wants to view.




Fresh Docs - 15

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Fresh docs

  • 1. Fresh Docs Zia Consulting’s Fresh Docs mobile application allows users to access enterprise content management (ECM) systems from any iPhone, iPad or Android device. With Fresh Docs, users can browse, search, retrieve, open and email documents from any ECM system on a mobile phone or tablet device. Download Fresh Docs From the App Store or Android Marketplace Fresh Docs is a mobile application that is available through the Apple App Store or the Android Marketplace. Search "Fresh Docs" and download the application. Fresh Docs - 1
  • 2. Changing Settings After the app has been downloaded, a pre-chosen CMIS based introductory repository will show up in Fresh Docs. To change this navigate to the app settings by chosing settings->scrolling down to Fresh Docs->Click. When the app settings have been found, it should look like the above picture. Input your 1) username and password (used on the system). 2) Input the hostname. 3) Then input the CMIS Repository settings. HTTPS: Secure Connection, Port: based on what ports are open (check with IT department), Service Document: The CMIS service document, and other personal settings. Fresh Docs - 2
  • 3. Open Fresh Docs Application Open the app on your smartphone. Fresh Docs - 3
  • 4. Homescreen When the settings have been set up correctly for Fresh Docs, sites, folders, and documents from the specified CMIS Repository should show up (starting at the top level). Fresh Docs - 4
  • 5. Navigating to Wanted Document From the homepage, the user may use the touch screen to navigate among sites, folders to the wanted document. Fresh Docs - 5
  • 6. Creating and Uploading New Content Throughout the process, there is the ability to create a folder, upload a photo or take a photo (more options on iPad). To create/upload content select 1) the plus symbol in the upper right hand corner and 2) choose that action which you would like preformed. Fresh Docs - 6
  • 7. New Folder Creating a new folder is easy. When choosing "New Folder" from the previous list and name the folder to your satisfaction. Fresh Docs - 7
  • 8. Downloading Document Once the needed document is found, it can be downloaded by simply selecting the name of the document (no to be confused with pressing on the blue arrow). Fresh Docs - 8
  • 9. Metadata Like stated in previous step, navigating to the metadata and downloading/viewing the document are different. When the document is clicked on, it is downloaded/able to be viewed, but when clicking the blue arrow to the right, the metadata can be viewed. Metadata includes: created by, creation date, last modified date and person, name of the document, what version of the document is currently being viewed, and all the tags that the document has been given. Fresh Docs - 9
  • 10. Downloaded/Viewing Document After the document has been downloaded, it is brought up and can be viewed. At the bottom of the screen, there are different document options that will be discussed in the following steps. Fresh Docs - 10
  • 11. Saving Document to Device 1) When clicked on, this button will save the document to your divice (2). 3) Is the option to leave a comment on the document. The user may email the document (4) or open it in another program (5). Fresh Docs - 11
  • 12. Leaving a Comment As shown in previous step, there is an option to leave a comment on the specified document. When pressed, the comment page looks like this. You may leave a comment discussing what you think of the document, what needs to be changed or what you think is perfect. Fresh Docs - 12
  • 13. Emailing a Document When emailing a document, Fresh Docs takes the document from the CMIS Repository and opens it in Apple Mail (or another email client) as an attachment. Fresh Docs - 13
  • 14. Downloaded Documents Once you have viewed the documents from the CMIS Repository they have been downloaded to your system. These documents can be viewed under the downloads tab of the application. From there you may re-view any document. Fresh Docs - 14
  • 15. CMIS Search Engine Fresh Docs has the advanced capability of searching the entire CMIS Repository for a document or folder that you may know you want to look at. The search tab is a faster way of finding a document that the user wants to view. Fresh Docs - 15