Basic Concepts¶
Before you start using infoRouter, familiarize yourself with these fundamental concepts.
Libraries¶
Libraries are root-level folders that serve as isolated work areas in infoRouter.
Key Points about Libraries
- Libraries appear on the left side of the screen (labeled 1 in the image above)
- Only library members can see or access a library
- Members are assigned by System Administrators or User Managers
Libraries provide isolated environments where groups of users can:
- Work collaboratively
- Store and organize documents
- Manage access permissions
Learn more: Document Libraries
Folders¶
Folders are containers used to store and organize documents within libraries.
| Feature | Description |
|---|---|
| Organization | Group related documents together |
| Security | Apply specific permissions per folder |
| Nesting | Create subfolders for hierarchical organization |
| Multiple Formats | Store any file type |
Folder Security
Access to folders is controlled by security permissions. Users can be granted or denied access to individual folders independent of library membership.
Learn more: Working with Folders
Documents Pane¶
The Documents Pane displays on the right side of the screen (labeled 2 in the image above).
infoRouter manages all types of electronic documents in their native format:
- Microsoft Office files (Word, Excel, PowerPoint)
- PDF documents
- Images and graphics
- Audio and video files
- CAD drawings
- Any other electronic file type
Native Format Storage
infoRouter does not convert or modify your documents. Files are stored exactly as created by their source applications.
Learn more: Working with Documents
Custom Properties (Metadata)¶
Custom Property Sets are user-defined fields that can be attached to:
- Documents
- Folders
- Users
Common Uses¶
| Use Case | Example |
|---|---|
| Document Classification | Project name, department, status |
| Search Enhancement | Find documents by custom criteria |
| Compliance Tracking | Retention dates, approval status |
| Business Metadata | Customer ID, invoice number, case number |
Learn more: Custom Properties
Portals¶
Portals are customizable web pages that serve infoRouter content to users.
Portal Use Cases
- Partner portals — Share documents with external partners
- Department portals — Provide team-specific content
- Customer portals — Deliver documents to clients
- Employee portals — Company-wide document access
Portals can be personalized and designed to provide specific content without requiring users to navigate the full document library.
Learn more: infoRouter Portals
Content Searching¶
infoRouter provides powerful full-text search capabilities similar to internet search engines.
Searchable Content¶
- Document text content
- File names
- Custom properties
- Metadata
Expanding Search Capabilities
Install third-party iFilters to index additional file formats beyond the defaults.
Learn more: Searching for Documents
Version Control¶
infoRouter automatically maintains multiple versions of documents.
How Version Control Works¶
graph LR
A[Check Out] --> B[Edit Document]
B --> C[Check In]
C --> D[New Version Created]
D --> E[Previous Versions Retained]| Action | Result |
|---|---|
| View document | Displays the published version |
| Check out | Delivers the latest version for editing |
| Check in | Creates a new version, retains previous |
| Revert | Restore any previous version |
Never Lose Work
All versions are retained until explicitly cleaned up by an authorized user. You can always revert to a previous version if needed.
Learn more: Document Versions