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Basic knowledge of CIFKM.
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    • Basic knowledge (9)
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Distinguishing features of CIFKM

  By admin | Tuesday December 3rd, 2013 - 10:56 PM | Uncategorized
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Operating features Encryption of confidential files by users File synchrony using the local folder “CIFKM Sync” Hyperlinks to “Smart Boxes” or its files and folders Synchronize servers vía Internet OPERATING FEATURES Based on long experience CIFKM has designed a system whose main operating features are: … (read all) →

Why is a document management system useful in companies?

  By admin | Thursday March 1st, 2012 - 02:44 PM | Basic knowledge
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At the PERSONAL LEVEL, normally when working with documents, these are stored on local disks of one´s PC or on a network server, using folders and subfolders as a classification system. Recently, it has also become common for people to use as a supplement, the … (read all) →

What are “Data Smart Boxes” of CIFKM?

  By admin | Tuesday February 28th, 2012 - 05:19 PM | Basic knowledge
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CIFKM is an Enterprise Content Manager that meets all the document management and workflow needs of a company of any type and size. It is configurable and customizable to the desired point. What are the basics of CIFKM? Looking back, lets imagine the document management … (read all) →

User groups. What are they for?

  By admin | Monday February 27th, 2012 - 04:31 PM | Basic knowledge
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In CIFKM people in an organization are structured into multiple groups of users with functional criteria that are easy to manage. Each user group can receive faculties (permissions to access and act) over any “Data Smart Box” and over any particular template. With the groups … (read all) →

Internal and external users

  By admin | Sunday February 26th, 2012 - 05:19 PM | Basic knowledge
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The internal users are registered users who have been assigned internal user licenses, either at registration, or later. Such users may access CIFKM by means of a client program with all the functionalities. They may also access by means of a Browser, but only for … (read all) →

Assignment of roles and faculties to the users

  By admin | Saturday February 25th, 2012 - 07:27 PM | Basic knowledge
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CIFKM has to assign faculties to the users, such as registering the new users, creating user groups, creating templates or using them, etc. The elementary faculties are not assigned directly to the users, nor to the groups of users, but rather they are grouped in … (read all) →

Types of attributes and sections in the “Data Smart Boxes”

  By admin | Friday February 24th, 2012 - 08:44 PM | Basic knowledge
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The attributes are data or values that may be included in the “Data Smart Boxes” primarily to qualify and classify them, and thus facilitate the searches. They are displayed in boxes or spaces designed in the templates to be covered with values or data, either … (read all) →

Templates to create “Data Smart Boxes”

  By admin | Thursday February 23rd, 2012 - 09:31 PM | Basic knowledge
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The templates allow the users to create “Data Smart Boxes”, for example, elements for every matter, for every contact, for repositories of information, for phases of a process, etc. Each one must be designed with the components, functions and scripting codes that are appropriate for … (read all) →

Customized searches

  By admin | Wednesday February 22nd, 2012 - 11:17 PM | Basic knowledge
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The search forms are designed and configured in search templates by the administrators and are made available to groups of users. This way , each user group may only see the templates that have been prepared for him or that are shared with other groups. … (read all) →

Copy and paste, drag and drop (CP/DD), and the context menus of the mouse right clic button

  By admin | Wednesday February 22nd, 2012 - 12:01 AM | Functionalities
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Copy and paste, and drag and drop (CP/DD), are functionalities that are widely extended throughout CIFKM. Files: CP/DD allows one to upload and download files from the work station to CIFKM and viceversa. CP/DD files from a “Data Smart Box” to another one replicates the … (read all) →

Notices, notes and notifications

  By admin | Tuesday February 21st, 2012 - 12:30 AM | Functionalities
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Notices make reference to an event and its date. They may or may not have a duration (start date and end date of the event), for example, a notice that refers to a meeting. They are created either manually, or are programmed in an “Smart … (read all) →

The alert pop-up window

  By admin | Monday February 20th, 2012 - 12:43 AM | Functionalities
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Notices that have an alert date and that have passed it are shown in the “alert pop-up window”. This window appears on the screen automatically with the configured frequency, for example every 5 minutes, but only when there is somenotice that has passed its alert … (read all) →

The user´s desktop in CIFKM

  By admin | Sunday February 19th, 2012 - 07:50 PM | Functionalities
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 The CIFKM user desktop is a window that opens when one starts CIFKM up, and that one may also access from the principal menu of the floating icon. The desktop window has two parts: The header that shows a predetermined (by the CIFKM administrator) functions menu … (read all) →

The user calendar. Synchronization with Google Calendar.

  By admin | Sunday February 19th, 2012 - 12:53 AM | Functionalities
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In the calendar, one can only view the warnings that have been marked so that they can be shown in it, whether or not they have been created by the actual user, or others with him/her as the recipient of the warning. Apart from all … (read all) →

CIFKM’s floating icon in the foreground of the screen

  By admin | Friday February 17th, 2012 - 07:54 PM | Functionalities
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The floating icon is a miniature with the CIFKM logo that appears on the desktop of the PC when one opens CIFKM and it is always located center stage, in front of any other window. It takes up little RAM memory and it incorporates a … (read all) →

Access permissions and faculties over “Data Smart Boxes”, their templates, and user groups.

  By admin | Friday February 17th, 2012 - 05:17 PM | Basic knowledge
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One of the main issues is the assignment of faculties and rights to the “Data Smart Boxes”, templates and groups of users. Each”Data Smart Box”, template, or user group has a section (or tab) for the assignment of roles to user groups. In each role, … (read all) →

Block files while changes are made on them.

  By admin | Thursday February 16th, 2012 - 07:57 PM | Functionalities
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There are two types of file blocks: (1) the permanent block and (2) the block for changes made by other users (check-in), which is temporary and which the user utilizes during the time he performs modifications in the file, to preserve it from changes from … (read all) →

Customize Word documents with personal data from contact forms

  By admin | Tuesday February 14th, 2012 - 12:05 AM | Solutions
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Sorry, this entry is only available in Spanish. English version is still in process.                                             – – – – – – – –   – – – – – – – – – – – – – – – – – – – – – – … (read all) →

Download a file from a “Data Smart Box”, modify it and automatically upload it (save) again in the same site

  By admin | Monday February 13th, 2012 - 03:21 PM | Functionalities
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This operation is a convenient form of modifying a file and saving it again in the same CIFKM location. It will automatically  be sent again to the same place in CIFKM replacing the old file. The old file will be preserved as an older version … (read all) →

Contacts and groups of contacts

  By admin | Sunday February 12th, 2012 - 09:53 PM | Functionalities
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One of the CIFKM element templates that has been configured in the standard version is to create contact windows. The contacts are information that belongs to the organization, and not to the users. In the standard version,  we have configured a template to create CIFKM … (read all) →

Links among “Data Smart Boxes”

  By admin | Sunday February 12th, 2012 - 01:31 PM | Functionalities
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Links can be established between “Smart Boxes” without limit, that may be viewed from the tabs of any of them. However, if a user only has permissions over one of the elements, he won´t be able to see the link. This functionality may be placed … (read all) →

One can create private repositories for clients for free

  By admin | Saturday February 11th, 2012 - 11:47 PM | Solutions
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CIFKM makes this possible. The applicable concepts are the following: The repository is a CIFKM element that is created with a specific template configured for this purpose, that is already available in the CIFKM standard version. The client, as an external user will have immediate … (read all) →

Create new external users and their private repository directly from a contact tab.

  By admin | Saturday February 11th, 2012 - 11:44 PM | Solutions
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Frequently, after having created the window of a CIFKM contact, the person or company registered as a contact, will be converted to a recurrent client. We would then like to register him/her in the system as an external user to associate a private repository of … (read all) →

Registration of expenses and time dedicated by the users on a CIFKM element matter.

  By Juan | Saturday February 11th, 2012 - 10:49 PM | Solutions
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The template of the CIFKM elements related to the administration of matters, may include as many sections (as many as required) to register different types of concepts that one would like to control. These will normally be expenses and times dedicated by the users working … (read all) →

Establish execution states of a matter represented by a CIFKM element.

  By Juan | Friday February 10th, 2012 - 10:38 PM | Solutions
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The different states of execution of a matter can be displayed with different values or colors of an attribute incorporated to the template of a type of CIFKM element. Simultaneously, one must create a customized search that combines values of the attribute displaying directly these … (read all) →

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