金蝶協(xié)同辦公軟件V6.1用戶手冊(標(biāo)準(zhǔn)版)

V6.1用戶手冊V6.1用戶手冊第1頁/共224頁V6.1用戶手冊本書著作權(quán)屬于金蝶軟件(中國)有限公司所有，在未經(jīng)本公司許可的情況下，，金蝶軟件(中國)有限公司2011年04月第2頁/共224頁V6.1用戶手冊前言能和特點系統(tǒng)設(shè)置在手冊的前言部分還向您提供了獲得其及的業(yè)務(wù)領(lǐng)域具有較好的工作經(jīng)驗和知識，并假設(shè)您產(chǎn)品基礎(chǔ)知識有整體的了解。如果您沒有使用過本系統(tǒng)，我們建議您接受一次或者更多的本子系統(tǒng)的培訓(xùn)課程(請同金蝶本地分支機構(gòu)聯(lián)系，獲得更多培訓(xùn)信息)。如果您希望了解更加深入的系統(tǒng)知識，如系統(tǒng)接口等，辦公軟件系統(tǒng)架構(gòu)、MSSQLSERVER知識和閱讀金蝶協(xié)同辦您需要及時了解金蝶協(xié)同產(chǎn)品動態(tài)，交流產(chǎn)品應(yīng)用解決方案，可以和管理需要，提供管理咨詢及解決方案，幫助企事業(yè)單位做出快十多萬客戶的經(jīng)驗，結(jié)合國內(nèi)外先進的管理理念和管理軟件的實管理及IT技術(shù)方面的知識，幫助顧客獲得更大的成功！持服務(wù)我們的資深專業(yè)人員面對面地和您溝通，在運行現(xiàn)場對問題第3頁/共224頁V6.1用戶手冊借助客戶關(guān)系管理系統(tǒng)(金蝶EAS-CRM)我們建立了客戶綜合信息管理庫，能史記錄，以便提供長期、持續(xù)、高效的服務(wù)。CSP金蝶公司融合多年客戶服務(wù)經(jīng)驗與國外先進的管理思想，提最需要的服務(wù)為一體的CSP服務(wù)。它是以金蝶公司先進的的服務(wù)隊伍為依托，在業(yè)界領(lǐng)先推出的項目完整、功能全面的系統(tǒng)性服務(wù)產(chǎn)品。8.呼叫中心通過客戶呼叫中心服務(wù)(CallCenter)，，我們提供“量身定制”服務(wù)，使用一切資源，包括和合作關(guān)附屬產(chǎn)品的提供者。我們提供的便利服務(wù)不僅省去您選擇IT域先導(dǎo)型的企事業(yè)單位進行戰(zhàn)略合作，為您提供企事業(yè)單位務(wù)將使您隨時代的進步而保持投資的增值，以優(yōu)惠的價格實現(xiàn)軟件“以舊換新”是亞太地區(qū)領(lǐng)先的企事業(yè)單位管理軟件及電子商務(wù)單位管理需求的企事業(yè)單位管理軟件、通過互聯(lián)網(wǎng)提供服務(wù)的件和為企事業(yè)單位構(gòu)筑電子商務(wù)平臺的中間件軟件。同時，金的顧客提供與軟件產(chǎn)品相關(guān)的管理咨詢、實施與技術(shù)服務(wù)。金配置，快速實施，快速應(yīng)用，快速見效”的全球化產(chǎn)品與服務(wù)第一個基于互聯(lián)網(wǎng)平臺的三層結(jié)構(gòu)的ERP系統(tǒng)—金蝶K/3的締K/3還是中國中小型企事業(yè)單位ERP市場中占有率最高的企EASKINGDEEENTERPRISEAPPLICATIONSUITE)。金蝶EAS構(gòu)建于金蝶自作系統(tǒng)—金蝶BOS之上，面向中大型企事業(yè)單位，采用最新ERP和一體化設(shè)計，有超過50個應(yīng)用模塊高度集成，涵蓋企事第4頁/共224頁V6.1用戶手冊理模式智庫和金蝶八十萬客戶的管理實踐，以協(xié)同平臺為核心，打通辦公ERP、CRM、BI、HR、PLM等系統(tǒng)緊密集成，真正實現(xiàn)企業(yè)協(xié)同工作無邊界信WORKINONE，將逐步推出四大系列產(chǎn)品，分別是集團版、標(biāo)準(zhǔn)版、成長版和第5頁/共224頁公軟件V6.1用戶手冊格式意義戶手冊。在本手冊的最后附有意見反饋表，您可以的產(chǎn)品或用戶手冊的意見和建議，并通過金蝶分支機構(gòu)或5)26615016協(xié)同解決方案事業(yè)部反饋給我們，我們將期待您第6頁/共224頁V6.1用戶手冊目第1章?第2章?2.1?2.2?第3章?3.1?3.2?3.3?第4章?4.1?4.2?4.4?4.5?4.6?第5章?錄........................................................................................................1?如何登.......................................................................................................2?登錄系...................................................................................................................2?首............................................................................................................................3?....................................................................................................5?安裝辦公助.................................................................................................5?運行辦公助..................................................................................................7?使用辦公助...................................................................................................8?個人設(shè).................................................................................................9?設(shè)置個人資...................................................................................................9?修改密.......................................................................................................11?簽名設(shè)...................................................................................................11?常用意..................................................................................................12?消息設(shè)...................................................................................................13?快捷菜....................................................................................................14?協(xié)同審批(工作........................................................................................14?..............................................................................................16?5.2?與.................................................................16?5.2.1?轉(zhuǎn)傳.........................................................................................16?5.2.2?歸檔....................................................................................18?5.3?設(shè)置常用工作...........................................................................................18?5.4?草擬文......................................................................................................................19?5.5?審....................................................................................................................22?5.5.1?.........................................................................22?5.5.2?簽署審批意.....................................................................................23?5.5.3?上傳附...............................................................................................26?5.5.4?加載簽...........................................................................................27?5.5.5?批閱正..................................................................................................29?5.5.6?用印(電..........................................................................................30?5.6?圖片簽..................................................................................................................31?5.6.1?..............................................................................31?5.6.2?上傳附件中簽.....................................................................................32?5.7?查看文...............................................................................................................32?5.8?操............................................................................33?第7頁/共224頁V6.1用戶手冊.8.1?發(fā)..............................................................................................................33?5.8.2?暫..............................................................................................................35?5.8.3?退.....................................................................................35?5.8.4?取............................................................................................35?5.8.5?.....................................................................................36?5.8.6?WORD套.............................................................................................36?5.8.7?跟...........................................................................................................37?5.8.8?催.......................................................................................................38?5.8.9?督...........................................................................................................39?5.8.10?協(xié)...........................................................................................................40?5.8.11?......................................................................................................41?5.8.12?緩...........................................................................................................41?5.8.13?收...............................................................................................................42?5.8.14?.........................................................................................................43?5.8.15?轉(zhuǎn).............................................................................................................43?5.8.16?新..................................................................................................................45?5.8.17?清...............................................................................................................46?5.9?表...........................................................47?5.9.1?文件編.........................................................................................47?5.9.2?主送抄....................................................................................................48?5.9.3?提交.....................................................................................................50?5.9.4?提交日..........................................................................................50?5.9.5?擬稿部........................................................................50?5.9.6?主題.....................................................................................................50?5.10?套紅...............................................................................................................51?5.10.1?........................................................................................51?5.10.2?模板套紅.........................................................................................51?5.11?文件監(jiān)...............................................................................................................52?5.11.1?重定.........................................................................................................................................................55?5.12?文件觀....................................................................................................55?5.13?事務(wù)委...........................................................................................................56?5.13.1?流............................................................................................56?5.13.2?撤消委............................................................................................56?5.13.3?事務(wù)委.......................................................................57?5.13.4?查看受委托的流................................................................................58?5.13.5?查看委托人處理的文..........................................................................58?5.14?流程歸............................................................................................................58?第6章?流.....................................................................................................60?第8頁/共224頁V6.1用戶手冊?6.3?6.4?6.5?第7章?...............................................................................................60?流程步驟時效統(tǒng).......................................................................................61?流程分類用時統(tǒng)........................................................................................62?流程綜合統(tǒng)................................................................................................63?辦文數(shù)量統(tǒng)..................................................................................................64?知識中.....................................................................................................65?..........................................................................................65?7.2?知識維度管...........................................................................................66?7.3?知識分類管...........................................................................................66?7.3.1?創(chuàng)建知識分............................................................................................67?7.3.2?設(shè)置查看規(guī)....................................................................................69?7.4?知識地圖導(dǎo)..............................................................................................72?7.4.1?知識屬性導(dǎo)........................................................................................72?7.4.2?知識欄目導(dǎo)........................................................................................72?7.5?知識分類訂..............................................................................73?7.6?文章的發(fā).......................................................................................................74?7.7?審核發(fā)...........................................................................................76?7.8?文章借閱與審........................................................................................76?7.9?信息收藏與推...........................................................................................78?7.10?文章轉(zhuǎn)移或復(fù)........................................................................................79?7.11?批量導(dǎo)........................................................................................................79?7.12?與其..........................................................82?7.12.1?文章轉(zhuǎn)發(fā)郵.........................................................................................82?7.12.2?文章轉(zhuǎn)入工作..................................................................................83?7.12.3?文章轉(zhuǎn)傳..........................................................................83?7.13?記錄操作日........................................................................................84?7.13.1?記錄操作日..............................................................................84?7.13.2?查看操作日..................................................................................................85?7.13.3?日志列...............................................................................................86?第8章?協(xié)同工..................................................................................................87?一..........................................................................................................88?8.2?模................................................................................................................88?8.2.1?...............................................................................................88?8.2.2?模板增.............................................................................................88?8.2.3?模板修......................................................................................90?8.2.4?模板刪....................................................................................91?8.3?新建事..................................................................................................................91?8.3.1?................................................................................................91?第9頁/共224頁V6.1用戶手冊步驟流................................................................................................93?8.4?待辦事..................................................................................................................95?8.4.1?..........................................................................................95?8.4.2?轉(zhuǎn)入流.......................................................................................................96?8.4.3?存.....................................................................................................97?8.4.4?.....................................................................................................98?8.4.5?轉(zhuǎn).......................................................................................................98?8.4.6?...................................................................................99?8.4.7?轉(zhuǎn)公.....................................................................................................100?8.4.8?加.........................................................................................................100?8.4.9?.......................................................................101?8.4.10?正文版...........................................................................................104?8.4.11?反饋意........................................................................................104?8.4.12?閱讀記.......................................................................................................106?8.5?已辦事................................................................................................................106?8.5.1?.....................................................................................106?8.5.2?我經(jīng)辦的事......................................................................................108?8.6?我的收...............................................................................................................109?8.7?草稿........................................................................................................110?8.7.1?查...........................................................................................................110?8.7.2?修...................................................................................................110?8.7.3?刪......................................................................................................110?8.8?回收........................................................................................................111?事項查................................................................................................111?8.8.2?事項刪.................................................................................111?8.8.3?事項恢........................................................................................111?8.9?事項分.....................................................................................................................112?8.10?查...........................................................................................................112?8.11?已刪事..............................................................................................................114?8.12?事..........................................................................................114?8.13?取回事.......................................................................................................115?第9章?通.................................................................................................116?.............................................................................................................116?9.2?分..............................................................................................................117?9.2.1?..........................................................................................117?9.2.2?修改公告分.........................................................................................118?9.2.3?刪除公告分............................................................................................119?9.3?發(fā)布公........................................................119?V6.1用戶手冊5?9.6?第10章?10.1?10.2?10.3?10.4?第11章?...............................................................................................121?查看公...............................................................................................122?管理我的公...........................................................................................123?新聞中..................................................................................................125?新聞欄目管.........................................................................................126?新聞發(fā).....................................................................................................127?審核新................................................................................128?查看新...............................................................................129?文檔管...................................................................................................130?..............................................................................................................130?11.1.1?........................................................................................130?11.1.2?編輯或刪..............................................................................131?11.2?授權(quán)管............................................................................................................131?11.3?文.............................................................................................................132?11.3.1?...........................................................................................132?11.3.2?修改目...........................................................................................135?11.3.3?上傳文.............................................................................................135?11.3.4?查找文.............................................................................................136?11.3.5?刪除文..........................................................................................................137?第12章?12.1?.3?13.4?13.5?13.6?13.7?13.8?13.9?14.1?14.2?業(yè)務(wù)鏈.....................................................................................................137?分類設(shè)...............................................................................................137?鏈接設(shè)...............................................................................................138?會議管................................................................................................138?設(shè)置會議..........................................................................................139?設(shè)置會議服......................................................................................140?會議室預(yù).........................................................................................141?查看/修改我的會.................................................................................143?審核的會..............................................................................................144?發(fā)送與會通......................................................................................145?查看/應(yīng)答會........................................................................................145?會議紀................................................................................................146?會議紀要審.........................................................................................147?登錄日.............................................................................................148?上下班時間設(shè)...................................................................................149?查看在線用.............................................................................................150?第11頁/共224頁V6.1用戶手冊第15章?...................................................................................150?踢出在線用.........................................................................................150?查看登錄日.......................................................................................151?導(dǎo)出日志報...........................................................................................151?互動溝通平.............................................................................152?............................................................................................................152?15.1.1?問卷...................................................................................153?15.1.2?發(fā)布問卷調(diào)..................................................................................153?15.1.3?參與問卷調(diào).......................................................................................157?15.1.4?問卷調(diào)查統(tǒng)..........................................................................................158?15.1.5?問卷與題目復(fù).....................................................................................160?15.2?消息中.......................................................................................................161?15.2.1?與其...................................................................................162?15.2.2?查看新消......................................................................................163?15.2.3?發(fā)送消......................................................................................164?15.2.4?回復(fù)消......................................................................................164?15.2.5?發(fā)送手機短............................................................................................165?15.2.6?已發(fā)手機短信信題...................................166?15.3?電子郵...............................................................................................................167?15.3.1?郵箱總........................................................................................167?15.3.2?自定義文件....................................................................................168?15.3.3?外部郵件設(shè)........................................................................................169?15.3.4?寫郵.........................................................................................................170?15.3.5?收郵...............................................................................................................171?15.3.6?閱讀郵.............................................................................................172?15.3.7?回復(fù)郵.............................................................................................173?15.3.8?轉(zhuǎn)發(fā)郵.............................................................................................175?15.3.9?刪除郵.............................................................................................175?15.3.10?移動郵............................................................................................176?15.4?在線論.......................................................................................................176?15.4.1?新建............................................................................................177?15.4.2?新建論.............................................................................................177?15.4.3?論壇權(quán)限管....................................................................................178?15.4.4?發(fā)表新話............................................................................................179?15.4.5?編輯話.............................................................................................180?15.4.6?查看話.............................................................................................181?15.4.7?回復(fù)話....................................................................................182?15.4.8?引用話...................................................................................................183?第12頁/共224頁V6.1用戶手冊................................................................................................................183?15.5.1?.........................................................................................183?15.5.2?設(shè)置公共通訊.................................................................................184?15.5.3?設(shè)置個人通訊..........................................................................................185?15.5.4?自定義好友.................................................................................186?15.5.5?與其他模塊應(yīng)用說....................................................187?15.5.6?聯(lián)系人查.........................................................................................................188?第16章?16.1?16.2?..................................................................................................189?錄入便簽內(nèi)........................................................................................189?設(shè)置提示浮動.......................................................................................190?使用浮動提示.........................................................................................190?工作日.......................