Getting Started

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You can manage your documents in Sohodox by using Tags, Folders and Document Types. We will learn about each of them as we find the need to use them.

We will first go through the interface of Sohodox and then, learn to use it...

Sohodox Database:

Sohodox uses a database to store all the information you add to it. It refers to this database as the Sohodox DB. When you add a file to Sohodox, it copies the file to a special folder linked to the Sohodox DB. Sohodox refers to this folder as the File Store. Information about the newly added file is stored in the Sohodox DB. The Sohodox DB also holds information about what tags have been attached to the newly added file as well any indexing data entered for the file.

Starting Sohodox:

1.	Click on Start > All Programs > Sohodox or double click Sohodox icon desktop to run Sohodox.

2.	The default username and password to login to Sohodox is as below... Username : superadmin Password : superadmin

3.	By default the Main DB will be opened and the All Documents node will be displayed.

Sohodox User Interface:

This is Sohodox main window with a DB opened. The Sohodox Main window is divided into four main parts...

1.	Ribbon bar

2.	Navigation Pane

3.	List View Pane

4.	Details View (Display) Pane

1. Ribbon Bar:

Sohodox user interface is similar to the familiar MS Outlook user interface. The menus and toolbars have been replaced with a single Ribbon bar. The Ribbon bar is divided into tabs (Home and Tools), which group related features together. This makes all important tools and features of Sohodox very easily accessible.

The Ribbon bar can be minimized by right clicking on the Ribbon bar and selecting the Minimize the Ribbon option. You can also double click the ribbon bar tabs to minimize it.

For more details see Home Tab, Tools Tab

Sohodox Button: Use the Sohodox button to login and log out of Sohodox. You can also use it for opening and closing a Sohodox DB.

2. Navigation pane:

The Navigation pane appears on the left side of Sohodox window. It gives you quick access to all the documents and data in your DB as well as the various settings for your DB. The Navigation pane contains navigation groups (e.g. Workplace, Settings) which in turn contain navigation nodes (e.g. All Documents, Folders). Selecting a navigation node displays the related information in the list view.

The Navigation pane can be minimized by clicking the Double Arrow on the top right corner of the Navigation pane.

The Navigation pane has the following navigation groups...

Workspace: This is your personal workplace. The workspace initially displays all navigation nodes (i.e. Folders, Tags, Document Types etc..) but you can customize the workspace to only display navigation nodes which are of interest to you.

Workspace navigation group contains the following navigation items...

All documents: Select this node to view all documents that you are allowed to view.

Private Folders: Expand this node to view your private folders and sub folders. In this folder you can add documents and folders that you do not want other users to view.

Create New: Click this link to create a new Folder.

Public Folders: Expand this node to view the list of shared folders and sub folders. You can add documents and folders that you want to share with other users to this folder

Create New: Click this link to create a new Folder.

Tags: Expand this node to view the list of tags.

Create New: Click this link to create a new tag.

Document Types: Expand this node to view the list of Documents Types.

Saved Searches: Expand this node to view the list of saved searches.

Documents recently added by me: Select this node to view the list of recently added documents.

Custom Search: Expand this node to view the queries created and saved by you

Settings: The Settings group contains navigation nodes which let you access configuration settings for the system and the DB.

Settings contain the following items...

System Settings: This node lists all the system settings options.

Users: Select this node to view/create/modify users.

Connected Users: Select this node to view all the users currently logged in to Sohodox. You can also disconnect users from here.

Security Policies: Select this node to view/modify the Inactivity Timeout for the logged in users.

Password Policies: Select this node to view/modify the user password policies.

DB List: Select this node to view a list of DBs in Sohodox.

DB Settings: This node lists all the DB settings options.

Document Types: Select this node to create/modify Document Types.

File Stores: Select this node to view/modify the Storage Location of the currently opened Sohodox DB.

3. List View Pane: This pane lists items related to the navigation item selected in the Navigation pane.

•	The order of the columns in the List View pane can be changed by dragging the column header and dropping it to the position you want.

•	To remove a column from the List View pane, right click a column header and deselect the column.

•	By default 50 items will be displayed in a single page of the List View pane. To view the items (if any) on the other pages use the navigation buttons in the bottom right corner of the List View pane

•	You can click any column header to sort in the ascending or descending order of values in that column. See Also: Customizing the List View pane

Search: Use the Quick Search box to find items quickly. If you want to add more criteria to your search, use the Advanced Search by clicking the double arrow.

4. Details Pane: This pane displays details about the currently selected document in the List View Pane.

For more info see, Document Details window

Now, that you are familiar with the Sohodox user interface you can start using Sohodox or you can continue with the tutorial.

Page URL: http://www.sohodox.com/docs/help/index.htm?sohodox_getting_started.htm