With Scopevisio Teamwork DMS, you can manage files both on your PC and on the go from your smartphone or tablet. In this article, we will show you how you can optimally integrate the advantages of Teamwork into your company. Your benefits at a glance:
Upload your documents to the cloud on your PC or mobile from your tablet or smartphone
Find uploaded documents using the full-text search
Intuitive organization with folders and user groups
Synchronize your files from Windows folders
Share documents and folders via a link
License-free guest access
Billing documents created in Scopevisio are automatically transferred to Teamwork
Incoming invoices saved in Teamwork can be automatically transferred to the Scopevisio invoice receipt book
With the Teamwork app, you can use all functions on the go
Upload documents easily
When testing Teamwork, start by uploading some files from your computer to Teamwork. Click on Teamwork in the Scopevisio menu and open a folder on your computer with the relevant files. Now simply select the files, drag them with the mouse onto the Scopevisio workspace and drop them there.
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These are just two examples of how you can upload documents to Teamwork. There is also the option to synchronize documents with Teamwork via a linked folder on your computer. You can read more about this under Teamwork settings.
Easily find documents again
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You can open a document that you can edit in MS Office directly from Teamwork, e.g. in MS Word. All changes you make are automatically transferred to Teamwork after saving.
Note: With the Office Connector, you have an even better connection to the MS Office programs.
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You always have the current version of the document. It can no longer happen that you edit an outdated version.
You can restore the previous version if necessary.
The document is stored securely in cloud storage and cannot be lost.
If you save the document as a PDF in Teamwork, it is even stored in a revision-proof way, as PDFs are unchangeable. This is your path to a paperless office.
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Editing in Office 365
Prerequisites
You have booked the DMS/ECM functional area. You can do this quickly and easily via the Shop.
You have an existing client access to Teamwork.
You are a registered Microsoft Office 365 user with a business, school or university license.
If you want to edit a document in .docx, .xlsx or .pptx format in the web browser - perhaps even at the same time as colleagues - you can also use the "Open in Office 365" function.
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To use this function, the Teamwork administrator needs to make a few settings, which you can find explained here in the article about the Teamwork Weblogin. You can find the Teamwork Weblogin itself at https://auth.teamwork.scopevisio.com/weblogin or from Scopevisio under Organization > Teamwork > Further actions: Teamwork Weblogin.
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Changes are saved immediately and stored as a new version in Teamwork.
If you work a lot with Office 365 online, you can also use the double-click function so that documents in the above format are opened directly in the web browser in Office 365 instead of locally.
To do this, go to Organization > Administration > DMS Teamwork: Edit settings > Application behavior in Teamwork: Open Office 365 locally or online and select "Edit document together in Office365".
Organize documents in folders
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These folders are a means of displaying your files organized by generic terms and sharing content in a targeted manner. When you click on a folder, the files it contains are displayed in the workspace.
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You can also first upload your files to Teamwork in general by selecting the folder icon at the top left and right-clicking on the empty space. This view shows you all the documents you have access to. You can then distribute the documents from this pool to the relevant folders.
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It is also possible to link folders to upload folders, for example to route cash receipts or incoming invoices directly to the relevant channels. This advanced function is described under Linking Teamwork to a local folder - The Teamwork Uploaderand uploading receipts via folder synchronization .
Moving and copying documents between folders
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Right-clicking on a file in the Teamwork overview opens a context menu with many options, which are explained below.
Options marked with an * are only available in connection with the booked functional area DMS/ECM.
Open document:
This opens the document as an alternative to double-clicking.
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Download the Teamwork app
With the free Teamwork app for iOSor Androidsmartphones or tablets, you can use Teamwork from anywhere.
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