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BI Share

A quick reference guide for BI Share, outlining program features, navigation, document management, and integration with MS Office and Outlook.

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BI Share

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  1. BI Share Quick reference guide

  2. Starting the program The program is ready to work Status panel Clicking opens the Main form (Quick Access) Drag the document on it for its saving Program initialization - the main form is not available Double-click opens the main form Configuration update Offline mode - while maintaining an open document does not synchronize with SharePoint Portal Exit program The icon indicates that the program makes a long operation. Opens Quick Access form About When you right-click on the program icon

  3. Main interface (Quick Access) The top control panel Longoperations Progress bar Dashboard Documents List Area Document library Navigation panel Document profile area The bottom control panel

  4. Main interface (Quick Access) The top control panel List of links for a quick jump Import document, folders with documents or document versions Current user Information Search by document profile and “Smart Search (KQL)” “My Links” management The “Catalogs“ updating Run the program settings “Workspace” management View / change document properties Dashboard Transitions along the document’s path or information about the current request Go to current SharePoint Portal

  5. Main interface (Quick Access) Document library Navigation pane The last 30 editable documents for the last 30 days of the primary "Document library" Saved references to the Documents and Folders Library Name (while clicking transition to folders view) The last 30 editable documents for the last 30 days in the "Documents Library" Filter documents by Document Library Templates Checked-out documents filter Dynamically saved document filters on the "Search Profile"

  6. Main interface (Quick Access) Send a document/a link to a document by email Documents List Area Open document SharePoint Portal location Download / open the document from SharePoint Portal Change the document properties Import external document as document version Right-click* Documents and folders list Panel Opening web document cards on the SharePoint Portal Add a document or a folder to the “Workspace” * - Duplicated at the top of the control panel

  7. Main interface (Quick Access) Document profile Directory Structure Directories navigation links Document history Document number and version View/restore document version Document visions list Version comment

  8. Main interface Bottom control panel # Document number (search by document number, otherwise search by document name) Link on current SharePoint Portal Recently Edited Documents Update document list Document Profile Search «Quick» search The last 10 documents in the Library Current Site and Document Library Documents search card Search by fields, and the document history Updating the directory

  9. Saving, importing document or folder Current Site and Document Library Document Name Document properties Document Description Add a version to an existing document Restrict access* Updating the directory File or folder directory path View document location in the Web browser after saving * - When the access is restricted the rights of the current user of the owner; for additional rights, please use the web card document.

  10. MS Office 2010/2013/2016 integration Short Document Library name number and version in the document name Open Document for SharePoint Save Document About Save document as version Import an external document as a version to the existing BI Share Tab Add document info to Document Header Outlook Integration

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