SmartZCloud DMS

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File Type

Category

Status

Reserved

Confidentiality

Document Type

Reference No.

Author

🤖 AI Document Assistant

Claude AI

Scope:

👋 Hello! I'm your AI document assistant powered by Claude. I can:

• 🔍 Search documents using natural language
• ❓ Answer questions about document contents
• 📝 Summarize documents for you
• 🏷️ Suggest categories and metadata
• 📊 Analyze trends across your document library

Select a document scope above or ask about all documents. What would you like to know?

Summarize the latest documents

Find all confidential engineering drawings

What documents are pending review?

List all documents expiring soon

Full-Text Search

Title

Author

Reference No.

Category

File Type

Confidentiality

Status

🔍Configure search parameters and click Search.

Search

🔍

Role

Status

Multi-Login

Per Page

View

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📋 Groups

👥 User–Group Memberships

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Action

User

IP Address

City / Country

Keyword

From

To

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Type

User / Group

Scope

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User

Category

From

To

💡 Exception Report shows every document where a user's category-level read access has been explicitly revoked by an administrator. Users with a direct document permission are not affected by exceptions.

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Profile Settings

Full Name

Department

Job Title

Phone

Email

Change Password

Current Password

New Password

Confirm New Password

⚙️ System Settings

🚧 Maintenance Mode

Enabling this gives all online non-admin users a countdown then logs them out automatically.

Countdown Duration

seconds

📁 File Upload Limits

Single File Max Size (MB)

Multi-Upload Max File Count

Multi-Upload Total Size Limit (bytes)

🌍 Country Access Restriction

Allowed Country Codes

Comma-separated ISO 3166-1 alpha-2 codes. Leave blank to allow all countries.

🗑️ Trash & Purge

Auto-purge Trash After

🔄 Workflow & Document Status

Control how document statuses change and which transitions are allowed.

Lock document status to workflow only

When enabled, status can only change through the Review/Approval workflow. Users cannot change status manually. All uploaded documents start as Draft.

Status flow: Draft → Submit for Review / Approval → Approved / Returned (Draft) / Rejected

🔍 Document Content Re-indexing

Re-extracts searchable text from uploaded files.

📋 System Log Viewer

View, download, and clear log files in the /logs/ directory.

🔬 Notification Dispatch Debugger

Event Type

Document ID (optional)

Send Test Email To (optional)

Log Files

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← Select a log file to view

🔀 Task Delegation

Auto-reassign workflow tasks from one user to another for a date range (e.g. vacations, leave).

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Search

Category

Confidentiality

Owner

Deleted From

Deleted To

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📊 Dashboard

📁 All Documents

👤 My Documents

🕒 Recently Accessed

⭐ Favorites

⏳ Pending Review

🔄 Workflow

🤖 AI Document Assistant

🔍 Advanced Search

👥 User Management

🏢 Group Management

🗂️ Categories

📋 Audit Log

🗑 Purge Audit Records

🛡️ Access Report

🚫 Exception Report

⚙️ Settings

Profile Settings

Change Password

⚙️ System Settings

📁 File Upload Limits

🌍 Country Access Restriction

🗑️ Trash & Purge

🔄 Workflow & Document Status

🔍 Document Content Re-indexing

📋 System Log Viewer

🔀 Task Delegation

🔔 Notifications

🗑️ Trash

Document Details

SmartZCloud DMS

📊 Dashboard

📁 All Documents

👤 My Documents

🕒 Recently Accessed

⭐ Favorites

⏳ Pending Review

🔄 Workflow

🤖 AI Document Assistant

🔍 Advanced Search

👥 User Management

🏢 Group Management

🗂️ Categories

📋 Audit Log

🗑 Purge Audit Records

🛡️ Access Report

🚫 Exception Report

⚙️ Settings

Profile Settings

Change Password

⚙️ System Settings

📁 File Upload Limits

🌍 Country Access Restriction

🗑️ Trash & Purge

🔄 Workflow & Document Status

🔍 Document Content Re-indexing

📋 System Log Viewer

🔀 Task Delegation

🔔 Notifications

🗑️ Trash

Document Details

⬆️ Upload Document(s)

✏️ Edit Document

🔀 Upload New Version

📤 Share Document Link

🔐 Document Permissions

Document

➕ New User

➕ New Group

➕ Add User to Group

➕ New Category

➕ Grant Permission

🔐 Category Permissions

🚫 Manage Access Exceptions

✏️ Edit Category Permission

📋 Submit for Workflow

🔔 Notification Preferences

↩ Return for Revision

➡️ Forward Workflow

➕ New Delegation

🗑️ Deactivate User