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Metis Smart Quotes User Manual Home Page - Metis Documentation

Metis Smart Quotes User Manual Home Page

From Metis Documentation

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(New screenshots)
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When changing the password, the current password must first be entered then the new password must be entered twice. According to the administrator’s settings, the password may have to contain a certain number of characters, and may have to be composed of upper or lower case letters, numbers, or special characters.
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When changing the password, the current password must first be entered then the new password must be entered twice. According to the administratorís settings, the password may have to contain a certain number of characters, and may have to be composed of upper or lower case letters, numbers, or special characters.
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The following characters are considered as special characters: ! # $ % & ( ) * + , - . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~
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The following characters are considered as special characters: ! ì # $ % & ë ( ) * + , - . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~
The new password cannot be saved until all the conditions are met.
The new password cannot be saved until all the conditions are met.
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If the administrator has determined a period of validity for user passwords, a warning message alerts users before the password is about to expire, as shown in the following example:
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If the administrator has determined a period of validity for the user's password, a warning message alerts the user before the password is about to expire, as shown in the following example:
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The user may decide to change the password even before it has officially expired. Upon expiration of the validity period, the password will have to be changed.
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The user may decide to change the password before the deadline. Upon expiration of the validity period, the password will have to be changed.
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=== Nomad User ===
=== Nomad User ===
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If the Smart Quotes user has a Nomad user status, that user can connect to other versions descending from his/her own version (children versions, grandchildren versions, etc...). If so, after the login window, another window appears where the Smart Quotes user can select the version in which he/she want to log in, as shown in the following example:
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If the Smart Quotes user has a Nomad user status, that user can connect to other versions descending from his/her own version (children versions, grandchildren versions, etc...). If so, after the login window, another window appears where the Smart Quotes user can select the version in which he/she wants to log in, as shown in the following example:
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The Smart Quotes user can select his/her own version or any sub-version that has been authorized by the administrator.
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The Smart Quotes user can select his/her own version or any authorized sub-version.
When logged in a sub-version as a Nomad user, the Smart Quotes user has access to completely different sets of data than when logged in his/her own version.
When logged in a sub-version as a Nomad user, the Smart Quotes user has access to completely different sets of data than when logged in his/her own version.
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[[File:MetisSmartQuotesZones.PNG|center|800x810px]]
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[[File:MetisSmartQuotesZones.PNG|center]]
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* Addresses: to manage the companies and the contacts. This functionality is described in details in a [[Description of the Menu Addresses | separate section]].
* Addresses: to manage the companies and the contacts. This functionality is described in details in a [[Description of the Menu Addresses | separate section]].
* Setup: to define some settings and preferences when using the application. This functionality is described in details in a [[Description of the Menu Setup | separate section]].
* Setup: to define some settings and preferences when using the application. This functionality is described in details in a [[Description of the Menu Setup | separate section]].
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* About Metis Smart Quotes: to get general information about the application's version. The About Metis Smart Quotes window is described in details in a [[Description of the Menu About Smart Quotes | separate section]].
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* About Metis Smart Quotes: to get general information about the application's version or to contact the support. The features of the About Metis Smart Quotes window are described in details in a [[Description of the Menu About Smart Quotes | separate section]].
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For the offer field, a lock icon might appear as shown in the following example:
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For the offer field, icons might appear as shown in the following examples:
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The lock indicates that the currently open offer has been [[Description of the Menu Order | ordered]] or [[Description of the Menu Documents#Blocking an Offer | blocked]].
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[[File:MetisSmartQuotesHeaderWithCheckmarkIcon.PNG|center]]
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The green checkmark icon indicates that the currently open offer has been [[Description of the Menu Documents#Blocking an Offer | blocked]]. The padlock icon indicates that the currently open offer has been [[Description of the Menu Order | ordered]].
The menu tabs allow the user to navigate through the application. The list of available menus is described [[#Menus| below]].
The menu tabs allow the user to navigate through the application. The list of available menus is described [[#Menus| below]].
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Once the application has been launched, the Open menu is proposed by default. The Project menu is accessible but not the other menus. The Design menu becomes available once an offer has been open or created. The Price, Notes, Documents and Order menus become available once an offer with system(s) has been open or once a system has been added to a new offer.
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Once the application has been launched, the Open menu is displayed by default. The Project menu is accessible but not the other menus. The Design menu becomes available once an offer has been open or created. The Price, Notes, Documents and Order menus become available once an offer with system(s) has been open or once a system has been added to a new offer.
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{{Video
{{Video
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| <mediaplayer width='400' height='300'>File:Smart_Quotes_Overview.mp4</mediaplayer>
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| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/dc/OverviewSmartQuotes.png'>File:Smart_Quotes_Overview.mp4</mediaplayer>
| Overview of Metis Smart Quotes Graphic User Interface.
| Overview of Metis Smart Quotes Graphic User Interface.
}}
}}
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=== Buttons and Icons ===
=== Buttons and Icons ===
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{{Note
{{Note
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| The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though all the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator.
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| The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though most of the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator.
}}
}}

Revision as of 14:51, 2 February 2012

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