Getting Started

Introduction

Basic Concepts

Getting Started

How to access MAGIQ Documents

How to Login to MAGIQ Documents

The MAGIQ Documents Work Area

Selecting columns to view

The Menu System

The Menu System Introduction

Working with Documents

Introduction

Viewing Documents

Editing documents

Checking in documents

Checking out documents

How to create documents

Creating documents

Creating documents using WebDAV

Creating documents with Zip Uploads

Creating documents with Form Templates

Recovering deleted documents

Archiving documents

Completing documents

Copying and moving documents

Classifying and de-classifying documents

Tagging documents

Document properties

Distributing documents

Document comments

Document keywords

Document associations

Periodic (ISO) Reviews

Upload Document

Audit Log Document

Working with Folders

Working with Form Templates

Introduction

Creating form templates

Deleting form templates

Using form templates

Usage scenarios

Form rendering options

MAGIQ Documents Portals

Introduction

How to create portals

Designing portals

Portal gadgets

Portal Administrators

Setting Up portal administrators

Examples and usage scenarios

Customizing Portals - Personalization

Searching for documents and folders

Searching

Content Search

Advanced Search

Searching with Saved Searches

Searching with Custom Properties

Ignored Keywords

Creating Saved Searches

Personal Dashboard

Introduction

My Documents

My Subscriptions

My Checked Out Documents

Custom Property Sets (Meta Data)

Introduction

Creating Custom Property Sets

Editing Custom Property Sets

Applying Custom Property Sets

Searching with Custom Properties

Usage scenarios

Archiving

Introduction

Archiving libraries

Archiving Documents

Document Libraries

Adding Library Members

Library Usage Scenarios

Library Policies

Tasks

Introduction

How to create tasks

How to view your tasks

How to complete tasks

Redirecting tasks to other users

Workflows

Introduction

How to create a Workflow

Submitting documents to Workflow

Workflow Reports

WebDAV

Introduction

Setting up WebDAV

Using MAGIQ Documents WebDAV

Subscriptions

Introduction

Subscribing

Unsubscribing

Notifications and e-mail

Introduction

Send To

Subscription Notifications

Task Notifications

Comment Notifications

Security

Retention & Disposition

Retention and Disposition Schedules

Additional Modules and Add-ins

Administrative Functions & Tasks

Introduction

System Audit Log (Control Panel)

Authentication and Password Policies

E-mail Settings

Managing MIME Types

Recycle Bin Management

Warehouse Management

Application Settings

Creating Document Types

Managing Document Tags

User Authentication

User Synchronization with LDAP

Users and User Management

Transferring ownership

Roles - Administrators

Roles - Audit Managers

Roles - Policy Managers

Roles - User Managers

Roles - Library Managers

Roles - Portal Administrators

Roles - Search & Category Administrators

Categories / Deleting Categories

To delete a category perform the following:

Click on the "Categories" tab.
Click on the small "Delete" icon located next to the Category name in the Categories page.
Confirm the delete operation.

Note: The delete icon will only appear if you are a designated "Search and Category Administrator".