How to use Personal Document Manager?

Step 1. Create Repository

The first step of using Personal Document Manager is create a repository. There is a default repository in Personal Document Manager, but maybe the default repository is not what you need, so you can create more meaningful repository. The repository you create will help catalog your files. Click the File menu, and then click the Create Repository sub-menu. Input the repository name you want.

then you have created your own repository.

Step 2. Check in File

Choose the repository you want your file to be checked into. Click the File menu, and then click the Add File sub-menu, you will see a prompt dialog let you choose your file that you want it to be checked into.

After you have chosen your file, you will see a dialog that let you input memo about your file.

NOTICE:Input your memo about your file is very important. you can input memo what's about your file and what you have change about your file. Personal Document Manager will record the memo what you input. We strongly suggest you input your memo.

Then you have checked into your file, and when you select the file, you can see some details and memo about the file:

Step 3. Check out File

When you need, you can select the file and click the Versions menu and Check Out sub-menu to extract your file:

Step 4. Check in Your Files From Windows Explore

Click your mouse right-button on a file in Windows Explore, you will see below menu let you check this file into Personal Document Manager.

Step 5. Check in Your Files From Microsoft Office

Personal Document Manager completely integrate with Microsoft office software, include office 2000, xp, 2003, 2007, Micorsoft Project,Visio and Outlook. That means you can check your documents into Personal Document Manager anytime you want when you edit your office documents.

Step 6. Add Your Files into Watch List

You can add your documents into Watch List of Personal Document Manager, so when those your documents are modified, Personal Document Manager can prompt you check those documents into Personal Document Manager.

When the file in your watch list has been modify, Personal Document Manager will notify you to check this file into it.

Step 7. BaseLine Management

BaseLine is a collection of a group of files at specific time. It include a group of pre-defined files. You should add files that should be listed in this baseline first and then check your files in. BaseLine is a great helper about version control.

1.Edit pre-defined files list. Choose a BaseLine repository, and click BaseLine menu and Edit File List sub-menu.

and then you can check files into this BaseLine repository. If you don't add files into this pre-defined files list, you can not check files into this repository.

2.Lock repository. If you have checked all the files you need into this repository already, you can lock this repository. You can avoid mistaken operations by this way.

Calendar and Plan is supported by Personal Document Manager. You can plan your schedule and Personal Document Manager can remind you to do your things. At the same time, you can print your calendar an plan out.