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HomeGed Pro Documentation

www.home-ged.com

HomeGed Pro

Sommaire

1 Setting HomeGed............................................................................................................4
1.1 Installation of HomeGed......................................................................................................4 1.2 Uninstallation of HomeGed..................................................................................................4 2.1 Concepts used in HomeGed................................................................................................5 2.2 Managing Users...................................................................................................................6

2 Presentation Software HomeGed...................................................................................5


2.2.a Default User............................................................................................................................6 2.2.b Users rights.............................................................................................................................6 2.2.c Users login..............................................................................................................................7

2.3 Organization of repositories.................................................................................................8 2.4 Maintenance of repositories.................................................................................................9


2.4.a State of a repository................................................................................................................9 2.4.b Save and restore a repository.................................................................................................9 2.4.c Import a repository...................................................................................................................9 2.4.d Repair a repository................................................................................................................10 2.4.e Delete a repository................................................................................................................10

2.5 Principle of classification of documents.............................................................................11 2.6 Principle of research documents.......................................................................................12 2.7 Organization of folders.......................................................................................................13

3 Use of the software HomeGed......................................................................................14


3.1 Ribbon of HomeGed..........................................................................................................14 3.2 Connection to HomeGed...................................................................................................15 3.3 Trial version........................................................................................................................16 3.4 Consultation of folders from the universe 'Consultation'...................................................17

3.4.a Ribbon...................................................................................................................................19 3.4.b Folders..................................................................................................................................21 3.4.c Create a new folder (simple mode)........................................................................................23 3.4.d Create a subfolder.................................................................................................................24 3.4.e List of documents..................................................................................................................26 3.4.f Document...............................................................................................................................28 3.4.g Scan documents....................................................................................................................29

3.5 Consultation of a document from the universe 'Consultation'...........................................30


3.5.a Ribbon...................................................................................................................................32 3.5.b Tab Properties.......................................................................................................................33 3.5.c Tab Repository.......................................................................................................................34 3.5.d Tab Tags................................................................................................................................35 3.5.e Tab Note................................................................................................................................36

3.6 Search documents from the universe 'Search'..................................................................37


3.6.a Ribbon...................................................................................................................................38 3.6.b Repositories..........................................................................................................................39 3.6.c Search criteria 'Simple search'..............................................................................................40 3.6.d Search criteria for 'Advanced search'....................................................................................42 3.6.e List of documents..................................................................................................................44

3.7 Consultation of a document from the universe 'Search'....................................................46


3.7.a Ribbon...................................................................................................................................48 3.7.b Tab Properties.......................................................................................................................49
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HomeGed Pro 3.7.c Tab Repository.......................................................................................................................50 3.7.d Tab Tags................................................................................................................................51 3.7.e Tab Note................................................................................................................................52

3.8 List of documents to classify from the universe 'Documents to be classified'...................53


3.8.a Ribbon...................................................................................................................................54 3.8.b List of documents..................................................................................................................55 3.8.c Document..............................................................................................................................57 3.8.d Scan the documents..............................................................................................................58

3.9 Sheet of classification from the universe 'Documents to be classified'.............................59


3.9.a Ribbon...................................................................................................................................61 3.9.b Tab Properties.......................................................................................................................62 3.9.c Tab Parameters of classification............................................................................................63 3.9.d Tab Note................................................................................................................................64

3.10 Universe 'Scanning'..........................................................................................................65


3.10.a Ribbon.................................................................................................................................67 3.10.b List of pages........................................................................................................................68 3.10.c Recording settings...............................................................................................................69

3.11 'My profile' from the universe 'Preferences'.....................................................................70


3.11.a Tab 'Information'..................................................................................................................71 3.11.b Tab 'Preferences'.................................................................................................................72

3.12 Folders management from the universe 'Preferences'....................................................74


3.12.a Ribbon.................................................................................................................................75 3.12.b List of folders.......................................................................................................................76

3.13 Folder from the universe 'Preferences'............................................................................77


3.13.a Tab 'Folder'..........................................................................................................................78 3.13.b Tab 'Subfolder'.....................................................................................................................79

3.14 Repositories management from the universe 'Preferences'...........................................81


3.14.a Ribbon.................................................................................................................................82 3.14.b List of repositories...............................................................................................................83

3.15 Repository from the universe 'Preferences'.....................................................................85


3.15.a Tab 'Information of the repository'........................................................................................86 3.15.b Tab 'Storage of documents'.................................................................................................87 3.15.c Tab 'Classification parameters of the documents'................................................................88

3.16 Users management from the universe 'Preferences'......................................................90


3.16.a Bandeau..............................................................................................................................91 3.16.b List of users.........................................................................................................................92

3.17 User from the universe 'Preferences'...............................................................................93 3.18 Software management from the universe 'Preferences'..................................................94 3.19 Register your license key from the universe 'Information'..............................................95

4 Start with HomeGed......................................................................................................96


4.1 How to classify the document from the universe 'Consultation' ?.....................................96 4.2 How to classify a document from the universe 'Document to classify' ?...........................98 4.3 How to classify a document from the universe 'Scanning' ?...........................................101 4.4 How to search a document from the universe 'Search' ?................................................103

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1 Setting HomeGed
1.1 Installation of HomeGed
Launch the program 'homeged-pro.exe' to install or update HomeGed.

1.2 Uninstallation of HomeGed


Run the 'Uninstall HomeGed' program from the 'Start / Homeged' menu to perform the uninstall HomeGed.

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2 Presentation Software HomeGed


2.1 Concepts used in HomeGed
Ribbon : Menu allows the selection of a universe and make the actions of the universe. Universe : Groupings of actions corresponding to the same subject (consultation, research, ...). Repository : Storage and classification of documents. A repository is composed of storage files and categories. Storage file (.hg) : File containing copies of files and data classification of the classified documents. Each storage file is related to a single directory. Category : Area to group together data of the same kind of documents. A category may be of type 'String', 'Integer', 'Date', ... (example: Category 'Company' of type 'String') Tag : Classification data associated with a document for a given category. (Example: Tag 'EDF' for the category 'Company') Folder : Display full or partial documents in a directory organized in a tree. The repository is the storage of documents in the folder. That can be shared between one or more folders. Subfolder: Groupings of documents with the same tags for a given category.

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2.2 Managing Users


2.2.a Default User
The user 'admin' without a password is created to install HomeGed. He has the profile 'Administrator'.

2.2.b Users rights


The rights of users depend on their profile: 'Administrator' or 'User'. You can allow or disallow access to folders for each user listed in HomeGed. Management profile :

Change password Allow access to the directory Change preferences


( X ) : Allowed

Administrator profile X X X

User profile X X

Folders management:

Create a public folder Create a private folder View or modify a public folder View or modify a private folder Delete a public folder Delete a private folder
( X ) : Allowed

Administrator profile X X X X X X

User profile X X X

Repositories management :

Create a repository View or modify a repository Delete a repository Maintenance of a repository


( X ) : Allowed

Administrator profile X X X X

User profile

Users management:

Create a user View or modify a user Delete a user


( X ) : Allowed

Administrator profile X X X

User profile

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Management software:

Modify preferences
( X ) : Allowed

Administrator profile X

User profile

Informations :

Register the license key


( X ) : Allowed

Administrator profile X

User profile

Management of documents :

Viewing a folder Search a document Classify a document Modify a document Delete a document
( X ) : Allowed

Classeur autoris X X X X X

Classeur non autoris

2.2.c Users login


If no user is created, HomeGed connects automatically with the user 'admin' without displaying a login box. If one or more users are referenced in HomeGed, a login box is displayed, when you start HomeGed, asking the name and the password of the user.

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2.3 Organization of repositories


A repository is a storage and filing of documents. A repository is composed of :

categories for data classification of documents storage files (.hg) to file copies of documents

A category can specify a tag when classifying a document. This helps to organize and easily find a classified document from the tags. Storages files contain :

copies of files of original documents filed information for the classification of documents (keywords, notes, ...)

The repository is autonomous and no longer requires the presence of the original file on the hard drive. It is possible to retrieve documents classified and to copy on the hard disk if necessary. Each storage file has a predefined size (default size of a CD-ROM). When it is full, HomeGed automatically creates a new storage file. Then, it is enough to engrave the file of full storage on a CD-ROM or a DVD-ROM to save your documents.

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2.4 Maintenance of repositories


2.4.a State of a repository
A repository can have three states :

On-line ( the repository is accessible ) Off line ( the repository is not accessible to allow operations of maintenance ) Broken ( the repository is not accessible and must be repaired )

2.4.b Save and restore a repository


It is possible to make a backup of files :

to copy files from storage (.hg) on another hard drive to engrave the files of full storage on a CD-Rom or DVD-ROM

A storage file is identifiable by the following file name : 'Name of the repository'_'digit'.hg To restore a repository, you must copy the storage files saved in the default directory, then run a maintenance operation on the repository (an import or repair as appropriate).

2.4.c Import a repository


Importing a repository from storage file allows you to create the repository in HomeGed and access to all its documents. The repository does not already exist in HomeGed. This feature will be useful for the following cases :

Reinstallment completes of HomeGed ( for example at a change of computer). Sharing documents with a third person or company.

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2.4.d Repair a repository


The repair of a repository from a storage file allows you to recreate the repository in HomeGed and access to all its documents. The repository should already exist in HomeGed. This feature will be useful for the following cases :

After an update of HomeGed providing new functionality to repository. Repair of a broken repository (for example at a power cut during a classification).

2.4.e Delete a repository


Deleting a repository removes the reference of the repository in HomeGed. The storage files (.hg) being associated to it are not deleted from disk.

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2.5 Principle of classification of documents


A document is always classified in a repository, either directly in a file or through a folder. The document is referenced by the list of tags associated to it. This list can be modified after the classification of the document. A single tag can be informed by categories of the target repository. A tag can be type of 'String', 'Integer', 'Date', ... The document search is done on the tags associated with documents.

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2.6 Principle of research documents


The search for a document shall be in a repository. This requires specify Tags corresponding to the desired documents. Only documents with those tags will be displayed in the list of documents found.

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2.7 Organization of folders


The folders allow to get an organized view of repositories and documents in a tree. It is possible to have multiple folders for the same repository. Each user can have a view of a repository corresponding to him in function his mode of documents consultation. A folder is composed of the following information :

a public access (all users have access to folders) or private access (only the user who created the file can access it) the repository to view documents to be consulted ( all or according to filtering criteria result ) the organization of subfolders defining the various levels of the tree

The values of subfolders correspond to tags found for the category of its level. The documents displayed in a subfolder are the documents that have all tags in the tree selected.

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3 Use of the software HomeGed


3.1 Ribbon of HomeGed

The ribbon allows the selection of the universe and it can perform the actions of the universe. The selection of a universe made by clicking on the name of the universe. The ribbon can be reduced or enlarged by double clicking on the name of a universe. The universe :

Consultation ( Consultation folders ) Search ( Search for documents in a repository ) Documents to be classified ( Classification of documents ) Scanning ( Scanning documents ) Preferences ( Management HomeGed ) Information ( Information of HomeGed )

The actions which are'nt specific to a universe :

Open the documentation

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3.2 Connection to HomeGed

The login window appears when multiple users are listed in HomeGed. The labels :

User ( username logging to HomeGed ) Password ( user's password )

The actions :

Logon ( access to Homeged with the informed user ) Quit ( close HomeGed without logging )

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3.3 Trial version

The window appears when no license key is registered in HomeGed.

The actions :

Get a license key ( go to the website HomeGed Permit ) Test software ( close the window and go to HomeGed )

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3.4 Consultation of folders from the universe 'Consultation'

The consultation of folders allows to :


Show documents according to the selected folder or the selected subfolder Classify documents in a folder or subfolder Modify documents Manage folders and subfolders

Composition of the consultation folders :


Ribbon ( consultation folders ) Folders ( list of folders and subfolders ) List of documents ( list of documents in the selected folder or the selected subfolder ) Document ( preview of the selected document)

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HomeGed Pro Principle of adding documents in a folder or subfolder : Adding a document in a folder or subfolder allows to classify it in the repository associated with the folder. The document is available for all folders related to the repository and in the universe 'Search'.

Case 1 Classify automatically the document( no one conflict on tags ) : In preferences of 'My Profile', 'Do not go through the sheet classification' is selected for the parameter 'Classification in the folders'. Furthermore, the repository has to be to parametrize to show all the documents or to filter documents to be viewed (with only operations 'AND'). In this case, the document to be classified is automatically added to the folder or subfolder. The tags associated with the document correspond to the tags of the folder and subfolder.

Case 2 Classify automatically the document( conflict on tags ) : In preferences of 'My Profile', 'Do not go through the sheet classification' is selected for the parameter 'Classification in the folders'. Setting the folder creates conflict in the list of tags (several tags for the same category). It can produce it when the operators 'OR' are used for the filtering of documents to be consulted. In this case, the document to classify is added to the list of documents to classify in the universe 'documents to classify'. The document is not classified but in wait of classification.

Cas 3 Always go through the universe 'Documents to classify' : In preferences of 'My Profile', 'Always go through the sheet classification' is selected for the parameter 'Classification in the folders'. In this case, the document to classify is added to the list of documents to classify in the universe 'documents to classify'. The document is not classified but in wait of classification.

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3.4.a Ribbon

Actions of 'Folders' :

All folders ( displays all folders in the folder list ) Public folders ( displays only the public folders in the folder list ) Private folders ( displays only the private folders in the folder list ) Favorite folders ( displays only the favorite folders in the folder list )

Actions of 'List of documents' :

Document name ( document display )

Actions of 'Views' :

View ( changed the image size of the list of documents ) Preview ( displays or not the preview of the selected document ) Group by ( grouping of documents in the list following tags in a given category )

Actions of 'Documents management' :


Consult the document ( display of the selected document) Open the document ( opens the file in the application associated with the file extension ) Rename the document ( change the title of the document ) Add documents ( adding the document in the selected folder or subfolder ) Export documents ( copy the documents on the hard disk ) Delete documents ( deletes the selected documents of the repository associated with the folder )

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Actions of 'Documents management / Add documents' :


Classify files ( selection from the hard disk of the files to be classified in the selected folder or subfolder ) Classify files of a directory ( selection from the hard disk of the files of a directory to be classified in the selected folder or subfolder. The files of the sub directories are not classified. ) Classify files of a directory and of its sub directories ( selection from the hard disk of the files of a directory to be classified in the selected folder or subfolder. The files of the sub directories are also classified. ) Scan documents to be classified <Scanner> ( scan one or several pages of the document to classify in the format PDF. )

Actions of 'Documents management / Export documents' :


Export file by file ( for each document selected in the list of documents, HomeGed request the location and name of the file where to copy the document file ) Export in a directory ( each document selected is copied in the chosen directory, the file name is the title of the document ) Export the folder ( each document of the selected folder or subfolder is copied in the chosen directory, the file name is the title of the document )

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3.4.b Folders

Folder list allows to :


Consult the documents of folders as tree and totally customizable for every user. Add documents by drag and drop from the hard disk. Manage the folders and subfolders. Access the menu of actions by right click or by the button

Actions of the menu :


Favorite folder ( mark folder as favorite ) Folders ( selection of files to be consulted ) Rename ( modifies the name of folder or subfolder. For the subfolder, this makes changing the tag with the new value for all documents on subfolder ) Create a new folder (simple mode) ( creates a new folder from the universe 'Consultation' ) Create a new folder (advanced mode) ( creates a new folder from the universe 'Preferences' ) Consult the parameters of the selected folder ( views the parameters of the folder ) Delete the selected folder ( deletes the folder, documents are not deleted and remain in the repository ) Create a subfolder ( creates a subfolder manually ) Delete the subfolder ( deletes a created subfolder manually ) Add documents ( adding documents in the selected folder or subfolder ) Export the folder ( each document of a folder or subfolder is copied in the chosen directory, the file name is the title of the document )

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HomeGed Pro Actions of 'Menu / Add documents' :


Classify files ( selection from the hard disk of the files to classify in the folder or subfolder ) Classify the files of a directory ( selection from the hard disk of the files of a directory to be classified in the folder or subfolder. The files of sub directories are not classified. ) Classify the files of a directory and of its sub directories ( selection from the hard disk of the files of a directory to be classified in the folder or subfolder. The files of sub directories are also classified. ) Scan the documents to be classified <Scanner> ( scan one or several pages of the document to classify at the format PDF. )

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3.4.c Create a new folder (simple mode)

This window allows you to quickly set up a new folder and possibly a new repository for this one. The repository is the storage of the documents folder. Labels :

Name ( the folder name ) Access ( the folder is public, ie available to all users or private, that is viewable only by you ) Create a new repository for the documents storage ( a new repository having the same name that the folder will be created for the documents storage. The category 'File name' will be created by default for the new repository. ) Select a repository ( the folder will consult the documents of the selected repository )

Actions :

Save creation ( creates a new folder ) Cancel creation ( closes HomeGed without creating the folder )

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3.4.d Create a subfolder


Case 1 A category is already associated to the level of subfolder :

This window lets you enter the name of the new subfolder. This creates a new tag to the corresponding category in the level of subfolder and the adding to the folder tree. Actions :

Save ( creates a new subfolder ) Cancel ( closes HomeGed without creating the subfolder )

Case 2 No category is associated to the level of subfolder :

This window allows you to quickly set up a new category for the new level and possibly a new subfolder.

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HomeGed Pro Labels :


Create a new category for the new level ( it creates a new category in the repository and associates to the folder ) Select a category ( selects a category of the repository and associates to the folder ) Name ( category name of the repository ) Type ( type of the category ) Splitting up ( if the category is type of 'Date', it allows to split the date and display in the tree only the year, the month and the day instead of the full date ) Create subfolders automatically from the category ( uses the tags of the category to generate the tree. If the category is a new category, the tree will be empty ) Add a new subfolder ( uses the tags of the category to generate the tree and adding a subfolder with the name indicated. If the category is a new category, only subfolder will be visible ) Subfolder name ( name of the new subfolder )

Actions :

Save ( creates a new subfolder ) Cancel ( closes HomeGed without creating subfolder )

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3.4.e List of documents

The list of documents allows to :


Consult the documents of the selected folder or subfolder. Browse the list page by page. Add documents by drag and drop from the hard disk. Manage the documents. Access the menu of actions by right click

Actions of the menu :


Select all ( select all documents of the page ) View ( change the images size of the documents list ) Preview ( display or not the preview of the selected document ) Group by ( grouping of documents in the list following tags in a given category ) Consult the document ( display of the selected document ) Open the document ( opens the file in the application associated with the file extension ) Rename the document ( changes the title of the document ) Delete documents ( deletes the selected documents of the repository or folders ) Add documents ( adding documents in the selected folder or subfolder ) Export documents ( copies documents on the hard disk )

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Actions of 'Menu / Add documents' :


Classify files ( selection from the hard disk of the files to be classified in the selected folder or subfolder ) Classify files of a directory (selection from the hard disk of the a directory files to be classified in the selected folder or subfolder . The files of the sub directory are not classified. ) Classify files of a directory and of its sub directories ( selection from the hard disk of the a directory files to be classified in the selected folder or subfolder. The files of the sub directory are also classified. ) Scan documents to be classified <Scanner> ( scan one or several pages of the document to classify at the format PDF. )

Actions of 'Menu / Export documents' :


Export file by file ( for each document selected in the list of documents, HomeGed request the location and name of the file where to copy the document file ) Export in a directory ( each document selected is copied in the chosen directory, the file name is the title of the document ) Export the folder ( each document of the selected folder or subfolder is copied in the chosen directory, the file name is the title of the document )

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3.4.f Document

The window displays the preview of the selected document in the list of documents. See chapter '3.5 Consultation of a document' for more informations.

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3.4.g Scan documents


Allows to scan page by page one document and to classify it at the format PDF. The interface of the scanner appears mandatory and does not allow to modify the pages scanned. At the startup, the interface of the scanner appears for scanning the first page. After, the next window appears to ask if a new page must be scanned.

Actions :

Scan the next page ( opens the interface of the scanner to scan a new page ) Save ( creates the document at the format PDF for the classification )

After having clicked on 'Save', either the document is added to the documents list whose are in waiting of classification, either the next window opens.

This window allows to inform the document name and adds it after to the folder.

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3.5 Consultation of a document from the universe 'Consultation'

The consultation document allows to :


View or modify the informations document Access the menu of actions by the button

Composition of the consultation document :


Properties ( miniature of the document et information document ) Repository ( location classification of the document ) Tags ( list of tags associated to document ) Note ( note of document )

Actions of the menu :


Open the document ( opens the file in the application associated to the file extension ) Export the document ( copy document on the hard disk ) 30 / 103

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HomeGed Pro Actions of 'Menu / Export document' :


Export file ( request the location and name of the file where to copy the document file ) Export in a directory ( copy the document in the chosen directory, the file name is the title of the document )

Actions of the consultation's document :


Back ( closes the window and opens the document list ) Cancel changes ( cancel document changes ) Save changes ( save document changes )

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3.5.a Ribbon

Actions of 'Documents management' :


Open document ( opens the file in the application associated to the file extension ) Export document ( copy document on the hard disk )

Actions of ' Documents management / Export document' :


Export file ( request the location and name of the file where to copy the document file ) Export in a directory ( copy the document in the chosen directory, the file name is the title of the document )

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3.5.b Tab Properties

This window shows a miniature of the document and the information of the document.

Labels :

Version ( numbers of document modifications ) Storage date ( date of the storage document ) Update date ( date of the last modification document ) Type ( document type ) Size ( document size )

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3.5.c Tab Repository

This window shows the location of the document storage.

Labels :

Repository ( repository name where the document is stored ) Compression ( indicates if the document is compressed or not ) Encryption ( indicates if the document is encrypted or not )

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3.5.d Tab Tags

This window show the tags list associated to document. Each tag can be modified.

Actions :

erases all tags of the document

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3.5.e Tab Note

This window allows to consult or modify one note for the document.

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3.6 Search documents from the universe 'Search'

The search document allows to :


Find documents based on tags Modify documents

Composition of the search document :


Ribbon ( action of the search document ) Repositories ( repositories list for the search ) Search criteria ( list of tags searched ) List of documents ( list of documents found )

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3.6.a Ribbon

Actions of 'Preferences' :

Simple search ( allows to specify a tag by category for the search ) Advanced search ( allows to specify a set of tags with operators 'OR' and 'AND' for the search )

Actions of 'List of documents' :

Document name ( document display )

Actions of 'Views' :

View ( modification of the images size of the documents list ) Preview ( display or not the preview of the selected document ) Group by ( grouping of documents in the list following tags in a given category )

Actions of 'Documents management' :


Consult the document ( display of the selected document ) Open the document ( opens the file in the application associated to the extension file ) Rename the document ( changes the document title ) Export documents ( copy documents on the hard disk ) Delete documents ( deletes selected documents from the repository )

Actions of 'Management documents / Export documents' :


Export file by file ( for each document selected in the list of documents, HomeGed request the location and name of the file where to copy the document file ) Export in a directory ( each selected document is copied in the chosen directory, the file name is the title of the document ) Export all documents ( all documents of the page are copied in the chosen directory, the file name is the title of the document )

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3.6.b Repositories

The repositories list allows to :


Select the repository used for the search. Manage repositories. Access the menu of actions by right click or by the button

Actions of the menu :


Create a new repository ( displaying the creation window of repositories in the universe 'Preferences' ) Consult parameters of the selected repository ( displaying the management window of the selected repository in the universe 'Preferences' )

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3.6.c Search criteria 'Simple search'

The search criteria allow to :

Specify one search parameter for each repository category (by default, all documents are displayed). Access the menu of actions by the button

The present documents in the documents list must correspond to all the seized criteria. An operation 'AND' is made between each criterion.

Possible criterion for a category :


All ( no filter on this category ) Is equals to ( the tag in the document must be the same that the tag indicated ) Contains ( one part of the tag in the document must be the same that the tag indicated ) Is different ( the tag in the document must be different from the tag indicated ) Is before ( the tag in the document must be before the tag indicated ) Is after ( the tag in the document must be after the tag indicated ) Is between ( the tag in the document must be between the two tags indicated ) Is less than ( the tag in the document must be smaller than the tag indicated ) Is greater than ( the tag in the document must be greater than the tag indicated )

Actions of the search criteria :

Search ( starts the search of the documents and displays the result in the documents list )

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Actions of the menu :

Erase search criteria ( reset the search criteria )

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3.6.d Search criteria for 'Advanced search'

The search criteria allow to :

Specify a set of parameters search with operators 'OR' and 'AND' (by default, all documents are displayed). Access the menu of actions by the button

The present documents in the documents list must correspond to all the seized criteria. An operation 'AND' is made between each criterion. The operations 'AND' or 'OR' are made between each criterion or on a group of criteria indicated.

Possible criterion for a given category :


All ( no filter on this category ) Is equals to ( the tag in the document must be the same that the tag indicated ) Contains ( one part of the tag in the document must be the same that the tag indicated ) Is different ( the tag in the document must be different from the tag indicated ) Is before ( the tag in the document must be before the tag indicated ) Is after ( the tag in the document must be after the tag indicated ) Is between ( the tag in the document must be between the two tags indicated ) Is less than ( the tag in the document must be smaller than the tag indicated ) Is greater than ( the tag in the document must be greater than the tag indicated ) Actions of the search criteria :

Search ( starts the search of the documents and displays the result in the documents list ) Add criterion ( adding a criterion to the group, one operation 'AND' or 'OR' will be made to criteria of the group ) Add a group ( adding a group, one operation 'AND' or 'OR' will be made between the groups of the same level ) Delete criterion ( deletes criterion of the group ) Delete group ( deletes the group )

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Erase search criteria ( reset the search criteria )

Example :

In mathematical language : ( ( tag of the category 'Document category' = 'Water' OR tag of the category 'Document category' = 'Electricity' ) AND ( '01/01/2009' <= tag of the category 'Document date' <= '31/12/2009' ) ) Lets have all the documents of 2009 relating to water or electricity

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3.6.e List of documents

The list of documents allows to :


Consult documents found. Browse in the list page by page. Manage documents. Access the menu of actions by right click.

Actions of the menu :


Select all ( select all documents of the page ) View ( change the images size of the documents list ) Preview ( display or not the preview of the selected document ) Group by ( grouping of documents in the list following tags in a given category ) Consult the document ( display of the selected document ) Open the document ( opens the file in the application associated with the file extension ) Rename the document ( changes the title of the document ) Delete documents ( deletes the selected documents of the repository or folders ) Export documents ( copies documents on the hard disk )

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Actions of 'Menu / Export documents' :


Export file by file ( for each document selected, HomeGed request the location and name of the file where to copy the document file ) Export in a directory ( each document selected is copied in the chosen directory, the file name is the title of the document ) Export all documents ( all documents of the page are copied in the chosen directory, the file name is the title of the document )

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3.7 Consultation of a document from the universe 'Search'

The consultation document allows to :


View or modify the informations document Access the menu of actions by the button

Composition of the consultation document :


Properties ( miniature of the document et information document ) Repository ( location classification of the document ) Tags ( list of tags associated to document ) Note ( note of document )

Actions of the menu :


Open the document ( opens the file in the application associated to the file extension ) Export the document ( copy document on the hard disk ) 46 / 103

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Actions of 'Menu / Export document' :


Export file ( request the location and name of the file where to copy the document file ) Export in a directory ( copy the document in the chosen directory, the file name is the title of the document )

Actions of the consultation's document :


Back ( closes the window and opens the document list ) Cancel changes ( cancel document changes ) Save changes ( save document changes )

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3.7.a Ribbon

Actions of 'Documents management' :


Open the document ( opens the file in the application associated to the file extension ) Export the document ( copy document on the hard disk )

Actions of ' Documents management / Export document' :


Export file ( request the location and name of the file where to copy the document file ) Export in a directory ( copy the document in the chosen directory, the file name is the title of the document )

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3.7.b Tab Properties

This window shows the miniature of the document and the information of the document.

Labels :

Version ( numbers of document modifications ) Storage date ( date of the storage document ) Update date ( date of the last modification document ) Type ( document type ) Size ( document size )

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3.7.c Tab Repository

This window shows the location of the document storage.

Labels :

Repository ( repository name where the document is stored ) Compression ( indicates if the document is compressed or not ) Encryption ( indicates if the document is encrypted or not )

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3.7.d Tab Tags

This window show the tags list associated to document. Each tag can be modified.

Actions :

erases all tags of the document

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3.7.e Tab Note

This window allows to consult or modify one note for the document.

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3.8 List of documents to classify from the universe 'Documents to be classified'

The list of documents to classify allows to :

Classify documents in a folder or repository in informing the tags of the document

Composition of the documents list to classify :


Ribbon ( action from the list of documents to classify ) List of documents ( list of documents awaiting classification ) Document ( sheet of document to classify )

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3.8.a Ribbon

Actions of 'Preferences' :

List of documents ( displays the documents list awaiting classification )

Actions of 'List of documents' :

Document name ( displays the classification sheet of the document )

Actions of 'Views' :

View ( modification of the images size of the documents list ) Preview ( displays or not the preview of the selected document ) Group by ( grouping of documents in the list following a parameter )

Actions of 'Documents management' :


Classify the document ( displays the classification sheet of the document ) Open the document ( opens the file in the application associated to the extension file ) Add documents ( adding documents in the documents list to classify ) Delete documents ( removes documents on the list of documents to classify, the files are not deleted from the hard disk )

Actions of 'Documents management / Add documents' :


Classify a file directly ( selects a file from the hard disk and, after, opens the sheet classification of the document ) Add files to the list ( selects files from the hard disk and adds them to the list ) Add files of a directory to the list ( selects the files of a directory from the hard disk and adds them to the list. The files of the sub directories are not added. ) Add files of a directory and of its sub directories to the list ( selects the files of a directory from the hard disk and adds them to the list. The files of the sub directories are also added. ) Scan documents to add to the list <Scanner> ( scan one or several pages of the document at the format PDF and adds it to the list. )

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3.8.b List of documents

The list of documents allows to :


Select the document to classify Browse in the list page by page Add documents by drag & drop from the hard disk Manage documents. Access the menu of actions by right click

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HomeGed Pro Actions of the menu :


Select all ( select all documents of the page ) View ( modification of the images size of the documents list ) Preview ( displays or not the preview of the selected document ) Group by ( grouping of documents in the list following one parameter ) Classify the document ( displays the sheet classification of the document ) Open the document ( opens the file in the application associated with the file extension ) Add documents ( adding documents in the list of documents to classify ) Delete documents ( removes documents on the list of documents to classify, the files are not deleted from the hard disk )

Actions of 'Menu / Add documents' :


Classify a file directly ( selects a file from the hard disk and, after, opens the sheet classification of the document ) Add files to the list ( selects files from the hard disk and adds them to the list ) Add files of a directory to the list ( selects the files of a directory from the hard disk and adds them to the list. The files of the sub directories are not added. ) Add files of a directory and of its sub directories to the list ( selects the files of a directory from the hard disk and adds them to the list. The files of the sub directories are also added. ) Scan documents to add to the list <Scanner> ( scan one or several pages of the document at the format PDF and adds it to the list. )

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3.8.c Document
The window displays the sheet classification of the selected document. See chapter '3.9 Sheet of classification' for more informations.

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3.8.d Scan the documents


Allows to scan page by page one document and to classify it at the format PDF. The interface of the scanner appears mandatory and does not allow to modify the pages scanned. At the startup, the interface of the scanner appears for scanning the first page. After, the next window appears to ask if a new page must be scanned.

Actions :

Scan the next page ( opens the interface of the scanner to scan a new page ) Save ( creates the document at the format PDF adds it to the list of documents awaiting classification )

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3.9 Sheet of classification from the universe 'Documents to be classified'

The sheet classification of the document allows to :


inform the information of the classification document access the menu of actions by the button

Composition classifcation sheet of a document :


Properties ( miniature of document et informations of document ) Parameters of classification ( classification location of document and list of tags associated to document ) Note ( document note )

Actions of the menu :

Open the document ( opens the file in the application associated to the extension file ) 59 / 103

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Actions of the consultation of document :


Back ( closes window and opens the list of documents ) Cancel classification ( cancels the classification of the document ) Save classification ( classify document )

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3.9.a Ribbon

Actions of 'Documents management' :

Open the document ( opens the file in the application associated to the extension file )

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3.9.b Tab Properties

This window shows the miniature of the document and the information of the document.

Labels :

Name ( file name ) Directory ( directory of the file ) Type ( document type ) Size ( document size ) Update date ( date of the last modification document )

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3.9.c Tab Parameters of classification

This window shows the parameters necessary at the classification of the document.

Labels :

Classify into repository ( classify the document in the selected repository ) Classify into folder ( classify the document in the repository of the selected folder or subfolder. Part of the tags in the document are defined with the tags of the folder, they are no longer displayed in the list of tags. Folder selection is done by clicking the button ... ) Compression ( indicates if the document must be compressed or not ) Encryption ( indicates if the document must be encrypted or not ) Tags ( informs the tags associated to the document and allows to classify the document in different trees of folders using the repository )

Actions :

erases all tags of the document

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3.9.d Tab Note

This window allows you to enter a note for the document.

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3.10 Universe 'Scanning'

The universe 'Scanning' allows to :


Scan pages of the documents Add pages at the format image Manage pages of each document Convert documents in various formats ( PDF, TIFF, PNG, ) Classify the documents in a folder, a repository, a file on the hard disk

Composition of the documents list to classify :

Ribbon ( action of the universe Scanning ) List of pages Recording settings ( management classification of documents )

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Actions :

Scan ( start scanning a page ) Add image ( adding an image to the list of pages ) Save the selected pages ( creates a document with the selected pages, then, class it with the recording settings ) Save ( creates a document with all pages , then, class it with the recording settings )

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3.10.a Ribbon

Actions of 'Scanner settings' :


: selects the scanner to be used for the scanning of the pages : scanning in color or in black and white : selects the scanning resolution : display or not the interface of the scanner

Actions of 'Management pages' :


Rotate left ( turns the 90 page to the left ) Rotate right ( turns the 90 page to the right ) Move up ( moves the page up ) Move down ( moves the page down ) Preview ( opens the page in the application associated to images ) Delete ( deletes the page )

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3.10.b List of pages

Actions of the menu :


Scan ( starts the scanning of the page ) Add image ( adds a image to the pages list ) Save the selected pages ( creates document with the selected pages, then, class it using the saving settings ) Save ( creates document with all pages, then, class it using the saving settings ) Select all ( selects all pages ) Rotate left ( turns the 90 page to the left ) Rotate right ( turns the 90 page to the right ) Move up ( moves the page up ) Move down ( moves the page down ) Preview ( opens the page in the application associated to images ) Delete ( deletes the page )

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3.10.c Recording settings

This window shows the parameters necessary to create the document and to its classification.

Labels :

Document format ( selects the document format to be created : PDF, TIFF, ... ) Save to ( selects the destination of the document : Folder, Repository, List of documents to classify, File on the hard disk )

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3.11 'My profile' from the universe 'Preferences'

'My profile' allows to :


Change my password Manage my permissions on repositories Manage my preferences

Composition of my profile :

Information ( informations of my user, managing of the permissions on repositories ) Preferences ( preferences of using HomeGed )

Actions :

Cancel changes ( cancels modifications of my profile ) Validate changes ( saves modifications of my profile )

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3.11.a Tab 'Information'

This window allows to change my login password and to manage my permissions on repositories.

Labels :

Name ( login name of my user ) Password ( modification of my login password ) Profile ( profile of my user, see chapter 2.2.b ) List of repositories ( management permissions on repositories )

Actions :

: Allow access to selected repositories ( see chapter 2.2.b ) : Prohibit access to selected repositories ( see chapter 2.2.b )

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3.11.b Tab 'Preferences'

This window allows to modify my preferences of using HomeGed.

Quit the application :


Don't ask confirmation ( closes HomeGed without asking confirmation ) Ask confirmation if there are documents to classify ( asks confirmation to close HomeGed if there are documents awaiting classification ) Always ask confirmation ( asks confirmation to close HomeGed )

Update :

Don't automatically check ( HomeGed doesn't check at its startup if a newer version is available ) Check at HomeGed's startup ( at its startup, HomeGed checks if a newer version is available )

Color of ribbon :

Gray ( ribbon of gray color ) Blue ( ribbon of blue color )

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HomeGed Pro List in the ribbon :


Don't display the lists of documents ( don't display in the ribbon the elements having name 'List of documents' ) Display the lists of documents ( display in the ribbon the elements having name 'List of documents' )

Classification in the folders ( see chapter 3.4 ) :


Don't go through the classification sheet ( class the document directly in the folder or subfolder if no conflict on tags is detected ) Always go through the classification sheet ( adds the document to the list of documents to classify, this informs precisely the tags of the document )

Filtering tags :

Disable ( displays all the tags in the list of combo without taking into account the beginning of the tag entered in the combo ) Enable ( filter tags in the list of combo from the beginning of the tag entered in the combo )

Creating repository :

Do not create folder associated to repository ( only creates a repository ) Create automatically a folder associated to the repository ( Creates a repository and creates a folder with the same name which is associated to the repository )

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3.12 Folders management from the universe 'Preferences'

'Folders management ' allows to :

Manage the folders

Composition of the folders management :

Ribbon ( action of management folders ) List of folders

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3.12.a Ribbon

Actions of 'List of folders' :

Folder name ( displays the parameters of folder )

Actions of 'Folders management' :


Create a folder ( displays the window of folder's creating ) Consult folder ( displays the window of folder's modification ) Remove folders ( deletes the selected folders, this does not delete the documents of the folders and the documents are always available from the repository ) Refresh the list ( reloads the list of folders )

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3.12.b List of folders

The list of folders allows to :


Manage folders. Access the menu of actions by right click or by the button

Actions of the menu :


Select all ( selection all folders in the list ) Create a folder ( displays the window of folder's creating ) Consult folder ( displays the window of folder's modification ) Remove folders ( deletes the selected folders, this does not delete the documents of the folders and the documents are always available from the repository ) Refresh the list ( reloads the list of folders )

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3.13 Folder from the universe 'Preferences'

'Folder' allows to :

Manage the parameters of the folder

Composition of the folder :


Folder ( selection of the documents to be consulted in the folder ) Subfolder ( organization of the folder's tree )

Actions :

Cancel changes ( cancels modifications of the folder ) Save changes ( saves modifications of the folder )

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3.13.a Tab 'Folder'

This window allows to select documents to be consulted in the folder.

Labels :

Name ( folder name ) Access ( the public folder is accessible for all users, the private folder is accessible only for my user ) Repository ( selection of storage to use for the consultation of documents ) View all documents of the repository ( allows to consult all documents of the repository ) Filter documents ( allows to consult one part of the documents repository, see chapter 3.6.d for create the filter )

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3.13.b Tab 'Subfolder'

This window allows to organize the tree of the folder. Each level of the tree is managed by tags whose are in the chosen category. The change in the configuration folder and subfolder does not change the classified documents, the folder is a virtual view of the repository. Example for the 1rst level : The category used by the folder for the 1rst level is 'Document category'. Two documents have been classed in the repository :

one with the tag 'Water' for the category 'Document category' one with the tag 'Electricity' for the category 'Document category'

At tree level of the folder, you obtain :

Folder name

Water Electricity

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Actions :

: Add subfolder ( adds another level to the tree of the folder, the data of the level correspond to tags contained in the chosen category ) : Erase all subfolders ( deletes all subfolders, this does not delete the classified documents ) : Delete subfolder ( deletes the level, this does not delete the classified documents ) : Move up subfolder ( moves up in the tree of the folder ) : Move down subfolder ( moves down in the tree of folder )

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3.14 Repositories management from the universe 'Preferences'

'Repositories management ' allows to :

Manage the storage of documents

Composition of repositories management :

Ribbon ( action of management repositories ) Lists of repositories

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3.14.a Ribbon

Actions of 'List of repositories' :

Repository name ( displays the parameters of the repository)

Actions of 'Repositories management ' :


Create repository ( displays the window of repository's creating ) Consult repository ( displays the window of repository's modification ) Remove repositories ( deletes the selected repositories, this does not delete the storage files of the repositories contained the documents ) Refresh the list ( reloads the list of repositories ) Maintenance of the repositories ( maintenance tools )

Actions of ' Repositories management / Maintenance of the repositories' :


Put online the repository ( allows to consult documents of the repository, see chapter 2.4 ) Put offline the repository ( documents are no longer available, see chapter 2.4 ) Repair the repository ( repairs a broken repository or rebuilds a repository, see chapter 2.4 ) Import repository ( adds a repository from the files of storage, see chapter 2.4 )

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3.14.b List of repositories

The list of repositories allows to :


Manage the repositories. Access to the menu of actions by right click or by the button

Actions of the menu :


Select all ( selection all repositories in the list ) Create repository ( displays the window of repository's creating ) Consult repository ( displays the window of repository's modification ) Remove repositories ( deletes the selected repositories, this does not delete the storage files in the repositories which contain the documents ) Refresh the list ( reloads the list of repositories ) Maintenance of the repositories ( maintenance tools )

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HomeGed Pro Actions of 'Menu / Maintenance of repositories' :


Put online the repository ( allows to consult documents of the repository, see chapter 2.4 ) Put offline the repository ( documents are no longer available, see chapter 2.4 ) Repair the repository ( repairs a broken repository or rebuilds a repository, see chapter 2.4 ) Import repository ( adds a repository from the files of storage, see chapter 2.4 )

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3.15 Repository from the universe 'Preferences'

'Repository' allows to :

Manage the parameters of the repository

Composition of the folder :

Information of the repository Storage of documents ( management storage files of the repository ) Classification parameters of the documents ( management the classifications categories of the documents )

Actions :

Cancel changes ( cancels modifications of the repository ) Save changes ( saves modifications of the repository )

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3.15.a Tab 'Information of the repository'

This window allows to manage the information of the repository and the access rights of the users.

Labels :

Name ( repository name ) Description ( description of the repository ) State ( state of the repository ) Users ( list of users having access or not to the repository )

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3.15.b Tab 'Storage of documents'

This window allows to manage the files of storage where are copied the files of the documents classified.

Labels :

Directory of storage files ( directory of storage file's creation ) Storage file size ( maximum size of file storage, once the size is reached, the storage file is closed and a new one is created empty size ) Compression ( compress or not the documents ) Encryption ( encrypt or not the documents ) List of files ( information on the files of storage making up the repository )

Actions :

: Change the location of files ( chooses a new directory for storing files, be careful because it does not physically move the files from the hard disk is up to you to make a copy or move ) : Close the file ( closes the file storage in use even if its size is not reached and creates a new file storage )

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3.15.c Tab 'Classification parameters of the documents'

This window allows to manage the categories of classification documents. A category allows to inform a tag when classifying a document. The type defines the type of tag to be seized ( string, integer, date, )

The categories of this type are informed automatically during the classification of a document :

Date ( informed by default in the date of day ) Time ( informed by default in the date of day ) Date / Time ( informed by default in the date of day ) File extension File type File update date File size

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HomeGed Pro Actions :


: Add a new category ( adds a category to the repository ) : Erase all categories ( deletes all categories, this deletes the tags associated to the document ) : Delete the category ( deletes the category, this deletes the tags associated to the documents for this category ) : Move up the category ( up one level ) : Move down the category ( down one level )

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3.16 Users management from the universe 'Preferences'

'Users management' allows to :

Manage users having access to HomeGed

Composition of management users :


Ribbon ( action of management users ) Lists of users

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3.16.a Bandeau

Actions of 'List of users' :

User name ( displays the parameters of the user )

Actions of 'Management users' :


Create user ( displays the window of user's creation ) Consult user ( displays the window of user's modification ) Delete users ( deletes the selected users ) Refresh the list ( reloads the list of users )

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3.16.b List of users

The list of users allows to :


Manage users Access to the menu of actions by right click or by the button

Actions of the menu :


Select all ( selects all users of the list ) Create user ( displays the window of user's creation ) Consult user ( displays the window of user's modification ) Delete users ( deletes the selected users ) Refresh the list ( reloads the list of users )

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3.17 User from the universe 'Preferences'

This window allows to manage a user of HomeGed.

Labels :

Name ( login name of the user ) Password ( login password of the user ) Profile ( profile of the user, see chapter 2.2.b ) List of repositories ( management permissions on repositories, see chapter 2.2.b )

Actions :

: Allow access to selected repositories ( see chapter 2.2.b ) : Prohibit access to selected repositories ( see chapter 2.2.b ) Cancel changes ( cancels modifications of the user ) Save changes ( saves modifications of the user )

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3.18 Software management from the universe 'Preferences'

This window allows to manage the parameters of HomeGed.

Labels :

Directory of storage files ( directory used by default during the repository's creation like location for the files of storage )

Actions :

Cancel changes ( cancels modifications ) Save changes ( saves modifications )

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3.19 Register your license key from the universe 'Information'

This window allows to register your HomeGed license. Labels :


License key ( license key for HomeGed ) Assigned to ( owner of HomeGed license )

Actions :

Cancel registration ( cancels the registration of the license ) Save registration ( registers the license in HomeGed )

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4 Start with HomeGed


4.1 How to classify the document from the universe 'Consultation' ?

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4.2 How to classify a document from the universe 'Document to classify' ?

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4.3 How to classify a document from the universe 'Scanning' ?

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4.4 How to search a document from the universe 'Search' ?

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