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The search in ",[437,635,439],{},", the command palette (",[638,639],"kbd",{"value":640},"meta"," ",[638,643],{"value":644},"K",") and the search in the app also find a document by its tags – \"Price list\", say, for a file called ",[647,648,649],"code",{},"PL_2026_v3.pdf",". In the table they follow the owner.",[452,652,653,664,672],{},[455,654,655,656,658,659,661,662,484],{},"On the ",[437,657,517],{}," tab, under ",[437,660,576],{},", choose a tag from the list – it suggests the ones your organisation already uses – or type a new one. Case does not matter: whoever types \"price list\" gets the existing \"Price list\". Apply with ",[437,663,620],{},[455,665,666,667,671],{},"Categories have tags too, in the ",[480,668,670],{"href":669},"\u002Fen\u002Fcms\u002Fcategories#editing-a-category","category panel",". Search in the CMS finds the category by them.",[455,673,674,675,484],{},"For many documents at once, add or remove tags in the bar under ",[480,676,678],{"href":677},"#several-documents-at-once","Several documents at once",[433,680,681],{},"A document or category carries up to 50 tags, each at most 64 characters long and without a comma. A tag that nothing carries any more disappears by itself and is no longer suggested.",[433,683,684,685,689,690,693],{},"The ",[480,686,688],{"href":687},"\u002Fen\u002Fcms\u002Fsearch-and-filters#filters","filter"," with the ",[437,691,692],{},"Tag"," field shows which documents carry a tag – or none at all.",[532,695,697],{"id":696},"uploading-a-new-version","Uploading a new version",[699,700,702,707,713,717,730,734],"steps",{"level":701},"3",[703,704,706],"h3",{"id":705},"versions-tab","Versions tab",[433,708,709,710,712],{},"In the document panel, open the ",[437,711,521],{}," tab.",[703,714,716],{"id":715},"new-version","New version",[433,718,719,720,722,723,726,727,484],{},"Click ",[437,721,716],{},", choose the ",[437,724,725],{},"File"," and write what has changed under ",[437,728,729],{},"Change note",[703,731,733],{"id":732},"upload","Upload",[433,735,719,736,738,739,742],{},[437,737,733],{},". The new file is immediately the ",[437,740,741],{},"current"," version; anyone who has saved the document offline gets it in the app.",[433,744,745],{},[444,746],{"alt":747,"src":748},"Versions of a document","\u002Fscreens\u002Fen\u002Fdocs-cms-document-versions.webp",[433,750,751,752,755],{},"You bring back an older version with ",[437,753,754],{},"Restore",". It is saved as a new version – nothing is lost.",[757,758,759],"note",{},"A new version withdraws an approval in progress: after all, it was the old file that was checked.",[532,761,763],{"id":762},"a-documents-categories","A document's categories",[433,765,766,767,769,770,773],{},"A document is in at least one category, and can happily be in several. In the ",[437,768,48],{}," tab you add more or remove one. Below, ",[437,771,772],{},"Resulting access"," shows who may see the document as a result.",[532,775,777],{"id":776},"access-for-individual-files","Access for individual files",[433,779,780,781,783,784,787,788,484],{},"Normally the categories' permissions apply. In the ",[437,782,526],{}," tab you can make exceptions for a single file – for example exclude a group (",[437,785,786],{},"None",") or give a person ",[437,789,790],{},"Read",[433,792,793],{},[444,794],{"alt":795,"src":796},"Access to a document","\u002Fscreens\u002Fen\u002Fdocs-cms-document-access.webp",[532,798,800],{"id":799},"sharing","Sharing",[433,802,803,804,806,807,810,811,814],{},"Sharing is part of access control, so it sits on the ",[437,805,526],{}," tab, above the group rights. The ",[437,808,809],{},"Sharing allowed"," switch takes effect at once, without saving. Switched on, it lets readers send the document to customers via the ",[480,812,813],{"href":159},"outbox",", open it in other programs and apps, and download it. That is the default.",[433,816,817],{},[444,818],{"alt":819,"src":820},"The Sharing allowed switch on the Access tab","\u002Fscreens\u002Fen\u002Fdocs-cms-document-sharing.webp",[433,822,823],{},"Switch it off and the document can only be read in the app:",[452,825,826,832,847],{},[455,827,828,829,484],{},"Readers still open and read it in the app – in the browser, the desktop app and the mobile app – and can ",[480,830,831],{"href":164},"keep it offline",[455,833,834,518,837,518,839,842,843,846],{},[437,835,836],{},"Add to outbox",[437,838,489],{},[437,840,841],{},"Open in Word"," and the like, and ",[437,844,845],{},"Open in…"," are not offered. DDM also refuses sending and downloading by any other route.",[455,848,849],{},"If the document has already been sent, the link no longer offers it. A sent note that refers to it shows the reference as unavailable.",[433,851,852],{},"In the CMS, you can still download the document.",[433,854,684,855,857,858,860,861,864,865,867,868,484],{},[480,856,688],{"href":687}," with ",[437,859,809],{}," = ",[437,862,863],{},"No"," shows which documents can only be read in the app. For many documents at once, change it in the bar under ",[480,866,678],{"href":677},". Whether new documents may be shared is set by administrators under ",[480,869,871],{"href":870},"\u002Fen\u002Fcms\u002Fsettings#approval-retention","Settings › Approval & retention",[532,873,875],{"id":874},"watermark","Watermark",[433,877,878,879,881,882,884],{},"Below the ",[437,880,809],{}," switch is the ",[437,883,875],{}," switch. Switched on, every copy of the document carries the e-mail address of whoever opens it across each page – grey, see-through and outlined in white, so it reads on light and dark pages alike. A document that turns up somewhere says whose copy it was.",[433,886,887],{},[444,888],{"alt":889,"src":890},"The Watermark switch and the time windows on the Access tab","\u002Fscreens\u002Fen\u002Fcms-document-watermark.webp",[452,892,893,900,903,909],{},[455,894,895,896,899],{},"It applies to everything that leaves: read in the app, downloaded, ",[480,897,898],{"href":164},"kept offline",", fetched through the external API – and in the CMS too. The thumbnails carry the address as well.",[455,901,902],{},"PDFs and Office files can carry a watermark. An Office file then downloads as a PDF, not as a Word, Excel or PowerPoint file. For pictures and videos the switch is not available.",[455,904,905,906,908],{},"A watermarked document cannot be sent by link: whoever opens a link is not signed in, and the copy would have no name. ",[437,907,836],{}," is not offered, and a link already sent no longer offers it.",[455,910,911],{},"If a file cannot be watermarked – an encrypted PDF, say – DDM does not hand it out, rather than handing it out unmarked.",[433,913,914,915,918,919,921,922,924,925,641,927,860,930,933],{},"The watermark comes with the ",[437,916,917],{},"Professional"," plan and above. Switching it off always works. For many documents at once, switch it on or off in the ",[437,920,800],{}," menu of the bar under ",[480,923,678],{"href":677},". The ",[480,926,688],{"href":687},[437,928,929],{},"Watermarked",[437,931,932],{},"Yes"," shows which documents carry one.",[532,935,937],{"id":936},"time-window","Time window",[433,939,940,941,943,944,946],{},"Also on the ",[437,942,526],{}," tab, ",[437,945,937],{}," sets when a document can be seen:",[452,948,949,955],{},[455,950,951,954],{},[437,952,953],{},"Available",": outside this window readers do not see the document – in no list, not in search, not offline. Put next year's price list in place now, or let a campaign end by itself.",[455,956,957,960],{},[437,958,959],{},"Highlighted",": within this window the document is in Highlights, star or not. An end also ends a highlight set by hand.",[433,962,963,964,967,968,971,972,975,976,979,980,545,983,986,987,545,990,993],{},"Clicking the window – without one it says ",[437,965,966],{},"Always"," – opens a calendar: click the first and the last day, both are included. The window starts at midnight on the first day and ends with the last, in your time zone. The ",[437,969,970],{},"×"," beside it removes it. Save with ",[437,973,974],{},"Save time windows",". Through the ",[480,977,978],{"href":339},"integration API"," a window can also be set to the minute, or with only a start or an end; it then reads ",[437,981,982],{},"from …",[437,984,985],{},"until …",". In the list, ",[437,988,989],{},"Scheduled from …",[437,991,992],{},"Expired since …"," marks documents readers cannot see right now.",[532,995,997],{"id":996},"moving","Moving",[433,999,1000],{},"Drag a document from the list onto a category in the category tree.",[1002,1003,1004,1005,1008,1009,1012],"tip",{},"If you hold down ",[638,1006],{"value":1007},"Alt"," while dragging, the document is assigned to the category ",[437,1010,1011],{},"in addition",", instead of being moved.",[532,1014,1016],{"id":1015},"deleting","Deleting",[433,1018,719,1019,1021,1022,1025],{},[437,1020,494],{}," in the panel and confirm with ",[437,1023,1024],{},"Remove permanently",". All versions are removed with it – this cannot be undone.",[433,1027,1028,1029,484],{},"If a document should simply no longer be distributed, it is better to set its status to ",[437,1030,548],{},[532,1032,678],{"id":1033},"several-documents-at-once",[1035,1036,1037,1052,1084],"ol",{},[455,1038,1039,1040,1043,1044,1047,1048,1051],{},"Tick the documents – in the ",[437,1041,1042],{},"Table"," at the start of the row, in the ",[437,1045,1046],{},"Grid"," at the top right of the card, once the mouse is over it. In the table, the box at the top (",[437,1049,1050],{},"Select all loaded",") takes everything loaded so far.",[455,1053,1054,1055,1080,1083],{},"As in Finder or Explorer, the keyboard works too:",[452,1056,1057,1062,1068],{},[455,1058,1059,1061],{},[638,1060],{"value":640}," + click adds a document or takes it out again,",[455,1063,1064,1067],{},[638,1065],{"value":1066},"shift"," + click selects everything from the one clicked last to this one,",[455,1069,1070,641,1072,1075,1076,1079],{},[638,1071],{"value":640},[638,1073],{"value":1074},"A"," selects everything loaded, ",[638,1077],{"value":1078},"Esc"," clears the selection.",[1081,1082],"br",{},"A click without a key opens the document as before. Categories are selected the same way.",[455,1085,1086,1087],{},"A bar appears at the bottom with:",[452,1088,1089,1103,1117,1124,1139,1153,1171],{},[455,1090,1091,1092,1095,1096,545,1099,1102],{},"choose a ",[437,1093,1094],{},"Target",", then ",[437,1097,1098],{},"Move",[437,1100,1101],{},"Assign",",",[455,1104,1105,1106,1108,1109,1112,1113,1116],{},"set the ",[437,1107,541],{}," (",[437,1110,1111],{},"Archived"," \u002F ",[437,1114,1115],{},"Draft","),",[455,1118,1119,1112,1121,1102],{},[437,1120,463],{},[437,1122,1123],{},"Remove from Highlights",[455,1125,1126,1128,1129,1132,1133,1135,1136,1102],{},[437,1127,800],{},": allow it, or restrict the documents to reading in the app – see ",[480,1130,800],{"href":1131},"#sharing"," – and switch the ",[437,1134,874],{}," on or off – see ",[480,1137,875],{"href":1138},"#watermark",[455,1140,1141,1143,1144,545,1147,1150,1151,1102],{},[437,1142,576],{},": choose or type tags, then ",[437,1145,1146],{},"Add",[437,1148,1149],{},"Remove",". The documents' other tags stay – see ",[480,1152,576],{"href":580},[455,1154,1155,1157,1158,518,1161,545,1163,1166,1167,1170],{},[437,1156,526],{},": choose a group and give it ",[437,1159,1160],{},"Full",[437,1162,790],{},[437,1164,1165],{},"No access"," – or ",[437,1168,1169],{},"Inherit",", so what the parent category grants applies again. It works on ticked categories and documents alike; every other group keeps its rights,",[455,1172,1173,484],{},[437,1174,1175],{},"Delete",[433,1177,1178],{},[444,1179],{"alt":1180,"src":1181},"Several documents selected","\u002Fscreens\u002Fen\u002Fdocs-cms-bulk.webp",[433,1183,1184],{},[444,1185],{"alt":1186,"src":1187},"Tags for several documents","\u002Fscreens\u002Fen\u002Fdocs-cms-bulk-tags.webp",{"title":1189,"searchDepth":1190,"depth":1190,"links":1191},"",2,[1192,1193,1194,1200,1201,1202,1203,1204,1205,1206,1207],{"id":534,"depth":1190,"text":517},{"id":630,"depth":1190,"text":576},{"id":696,"depth":1190,"text":697,"children":1195},[1196,1198,1199],{"id":705,"depth":1197,"text":706},3,{"id":715,"depth":1197,"text":716},{"id":732,"depth":1197,"text":733},{"id":762,"depth":1190,"text":763},{"id":776,"depth":1190,"text":777},{"id":799,"depth":1190,"text":800},{"id":874,"depth":1190,"text":875},{"id":936,"depth":1190,"text":937},{"id":996,"depth":1190,"text":997},{"id":1015,"depth":1190,"text":1016},{"id":1033,"depth":1190,"text":678},"Details, new versions, categories, access, sharing, moving, deleting and multiple selection.","md",null,{},{"icon":56},{"title":53,"description":1208},"og6KSnbC6PfD4TIMpJjQrxFVBBFcLEEyEuIY7Zp43nA",[1216,1218],{"title":48,"path":49,"stem":50,"description":1217,"icon":51,"children":-1},"Create, rename, move, set permissions for and remove categories.",{"title":58,"path":59,"stem":60,"description":1219,"icon":61,"children":-1},"Find documents, build and save filters, see the document store from a group's point of view.",1793617716824]