Using Ecrion Omni System

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Ecrion Omni System uses helpful Modules to give you access to all of the functionality you need to properly design and manage your document production projects.  You can gain access to any of these Modules by expanding the Module Selection Menu in the Side Menu.  This section provides you with detailed information on each available Module and instructions on how to use all of the available features within.

 

Logging Into EOS - Review the first step in the process to access Ecrion Omni System by logging in.

Managing Documents - This module allows you to navigate through, design, and manage all assets including folders, projects, template files, workflow design, and much more.

Review and Approval Workflows - Review and approve workflows that you can assign to any given Project.  This useful module lets you easily view different steps for notifications and approvals of any Project modification.

Using the Distribution Module - The distribution module allows you to review and track all of the email distribution tasks associated with any Project.    

Managing User Accounts - This module provides the ability to add or remove Users as well as modify User rights (including assigning User Groups).

Managing User Groups - This module provides the ability to create User Groups with targeted rights including granting or denying access to directories and files.

Editing Account Settings - Allows a User to access and modify information on their account such as display name, email address association, and password.

Using the Search Module - Allows you to search through the Files and Jobs in your Projects or Folders.

Using the Recycle Bin - From the Recycle Bin you can restore deleted files or you can permanently delete them.