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      Explorezel User Manual 1.2.10
      • 29 Nov 2023
      • 3 Minutes to read
      • Contributors
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      Contents

      Explorezel User Manual 1.2.10

      • Updated on 29 Nov 2023
      • 3 Minutes to read
      • Contributors
      • Print
      • Dark
        Light
      • PDF
      Article Summary

      GETTING STARTED

      1. Open a web browser and navigate to FYB Explorezel
      Note

      When running Explorezel for the first time, you will need to Enable Popups for the Microsoft Sign In window to appear.

      1. Sign in using your Microsoft Account. This account must belong to the Microsoft Tenant used during the installation of FYB Explorezel
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      2. The home page will load after a successful sign in

      HOME PAGE

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      NAMEDESCRIPTION
      AdminOpens the Admin page. Only Content Manager Administrators, Record Managers or whitelisted users have access to this page
      AboutOpens the About window
      HelpOpens the Explorezel User Manual in Document 360
      Search BarUse this search bar to search for documents across Content Manager and/or Microsoft 365

      HAMBURGER MENU

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      NAMEDESCRIPTION
      HomeLoads the Explorezel home page
      Sign OutSign out of your Microsoft account

      SEARCHING

      QUICK SEARCH

      The quick search option uses either the M365 filename or the Content Manager record title to locate documents. To execute a search, either:

      • Press the ENTER key
      • Click the Search button
      • Click a search suggestion

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      ADVANCED SEARCH

      Content Manager search strings can also be used to search for records.

      Note

      This search will only return Content Manager results.

      To perform an advanced search:

      1. Select Advanced Search from the drop-down
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      2. Enter a Content Manager search string and press enter
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      CONTENT SEARCHING

      Microsoft 365 and Content Manager records can be searched for via their contents using the Content search option.

      1. Select Content from the drop-down
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      2. Enter a phrase or text and press enter

      RESULTS

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      NAMEDESCRIPTION
      Search BarFor performing new searches
      TypeThe type of file (based on file extension)
      Record NumberContent Manager Record Number
      Document TitleThe title of a Content Manager record or Microsoft 365 document
      CreatorThe creator of the document
      AuthorThe Author of the document
      Date CreatedThe date created of the document
      Date Last ModifiedThe last modified date of a document
      SourceThe source of the document (either Content Manager or SharePoint)

      The headers for each column (except the Actions column) can be clicked on to sort the results in either ascending or descending order (depending on the content of the column).

      EXPORT CSV

      All results, including filtered results, can be exported into CSV format. To export the current search, complete the following:

      1. Click on the Export CSV button
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      2. A pop-up will appear.

      3. Select all the fields to include within the CSV report
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      4. Click Export CSV
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      5. The CSV file will be downloaded
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      FILTERS

      Results can be filtered using the filter types below.

      SEARCH

      Search for records within the current search by using the search bar. The results will update automatically as you type.
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      FILE TYPE

      Filter documents by specified file type. Click Apply to apply the filters.
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      DATE

      Filter documents using its Date Created value.
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      To look for documents within a specified Date Created range:

      1. Select a From date
      2. Select a To date
      3. Click the Apply button

      2021-08-02_14-19-25.png

      SOURCE

      Filter documents by its source (Content Manager or M365).
      image.png

      CLEAR FILTER

      Pressing Clear will clear all currently configured filters.
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      ACTIONS

      VIEW DOCUMENT

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      Content Manager: Opens the document in read-only mode via CM Launcher.
      Microsoft 365: Takes the user to the location of the document on SharePoint.

      EDIT DOCUMENT

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      Opens the selected document via CMLauncher. The document is checked in after it is closed (either in Content Manager or SharePoint). These options will be disabled for finalized or checked-out documents.

      DOWNLOAD DOCUMENT

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      Downloads the document.

      COPY LINK TO CLIPBOARD

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      Copies a viewable link of the record to the clipboard.

      EMBEDDING EXPLOREZEL

      Explorezel can be embedded into websites that support embedding (using iframes) such as SharePoint.
      2021-08-09_13-46-39.png

      Popups for the domain running Explorezel will need to be enabled on the site used to embed Explorezel. This is to allow the Microsoft Sign-In pop-up window to display.

      Sample iframe for embedding Explorezel:

      <iframe src="https://sample-domain.com.au/explorezel/iframe" height="200" width="800px"></iframe>
      Note

      The src value must point to the address /explorezel/iframe, for example:
      src="https://sample-domain.com.au/explorezel/iframe"

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