金蝶协同办公软件V6.1用户手册(标准版)

V6.1用户手册V6.1用户手册第1页/共224页V6.1用户手册本书著作权属于金蝶软件(中国)有限公司所有，在未经本公司许可的情况下，，金蝶软件(中国)有限公司2011年04月第2页/共224页V6.1用户手册前言能和特点系统设置在手册的前言部分还向您提供了获得其及的业务领域具有较好的工作经验和知识，并假设您产品基础知识有整体的了解。如果您没有使用过本系统，我们建议您接受一次或者更多的本子系统的培训课程(请同金蝶本地分支机构联系，获得更多培训信息)。如果您希望了解更加深入的系统知识，如系统接口等，办公软件系统架构、MSSQLSERVER知识和阅读金蝶协同办您需要及时了解金蝶协同产品动态，交流产品应用解决方案，可以和管理需要，提供管理咨询及解决方案，帮助企事业单位做出快十多万客户的经验，结合国内外先进的管理理念和管理软件的实管理及IT技术方面的知识，帮助顾客获得更大的成功！持服务我们的资深专业人员面对面地和您沟通，在运行现场对问题第3页/共224页V6.1用户手册借助客户关系管理系统(金蝶EAS-CRM)我们建立了客户综合信息管理库，能史记录，以便提供长期、持续、高效的服务。CSP金蝶公司融合多年客户服务经验与国外先进的管理思想，提最需要的服务为一体的CSP服务。它是以金蝶公司先进的的服务队伍为依托，在业界领先推出的项目完整、功能全面的系统性服务产品。8.呼叫中心通过客户呼叫中心服务(CallCenter)，，我们提供“量身定制”服务，使用一切资源，包括和合作关附属产品的提供者。我们提供的便利服务不仅省去您选择IT域先导型的企事业单位进行战略合作，为您提供企事业单位务将使您随时代的进步而保持投资的增值，以优惠的价格实现软件“以旧换新”是亚太地区领先的企事业单位管理软件及电子商务单位管理需求的企事业单位管理软件、通过互联网提供服务的件和为企事业单位构筑电子商务平台的中间件软件。同时，金的顾客提供与软件产品相关的管理咨询、实施与技术服务。金配置，快速实施，快速应用，快速见效”的全球化产品与服务第一个基于互联网平台的三层结构的ERP系统—金蝶K/3的缔K/3还是中国中小型企事业单位ERP市场中占有率最高的企EASKINGDEEENTERPRISEAPPLICATIONSUITE)。金蝶EAS构建于金蝶自作系统—金蝶BOS之上，面向中大型企事业单位，采用最新ERP和一体化设计，有超过50个应用模块高度集成，涵盖企事第4页/共224页V6.1用户手册理模式智库和金蝶八十万客户的管理实践，以协同平台为核心，打通办公ERP、CRM、BI、HR、PLM等系统紧密集成，真正实现企业协同工作无边界信WORKINONE，将逐步推出四大系列产品，分别是集团版、标准版、成长版和第5页/共224页公软件V6.1用户手册格式意义户手册。在本手册的最后附有意见反馈表，您可以的产品或用户手册的意见和建议，并通过金蝶分支机构或5)26615016协同解决方案事业部反馈给我们，我们将期待您第6页/共224页V6.1用户手册目第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?录........................................................................................................1?如何登.......................................................................................................2?登录系...................................................................................................................2?首............................................................................................................................3?....................................................................................................5?安装办公助.................................................................................................5?运行办公助..................................................................................................7?使用办公助...................................................................................................8?个人设.................................................................................................9?设置个人资...................................................................................................9?修改密.......................................................................................................11?签名设...................................................................................................11?常用意..................................................................................................12?消息设...................................................................................................13?快捷菜....................................................................................................14?协同审批(工作........................................................................................14?..............................................................................................16?5.2?与.................................................................16?5.2.1?转传.........................................................................................16?5.2.2?归档....................................................................................18?5.3?设置常用工作...........................................................................................18?5.4?草拟文......................................................................................................................19?5.5?审....................................................................................................................22?5.5.1?.........................................................................22?5.5.2?签署审批意.....................................................................................23?5.5.3?上传附...............................................................................................26?5.5.4?加载签...........................................................................................27?5.5.5?批阅正..................................................................................................29?5.5.6?用印(电..........................................................................................30?5.6?图片签..................................................................................................................31?5.6.1?..............................................................................31?5.6.2?上传附件中签.....................................................................................32?5.7?查看文...............................................................................................................32?5.8?操............................................................................33?第7页/共224页V6.1用户手册.8.1?发..............................................................................................................33?5.8.2?暂..............................................................................................................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?协...........................................................................................................40?5.8.11?......................................................................................................41?5.8.12?缓...........................................................................................................41?5.8.13?收...............................................................................................................42?5.8.14?.........................................................................................................43?5.8.15?转.............................................................................................................43?5.8.16?新..................................................................................................................45?5.8.17?清...............................................................................................................46?5.9?表...........................................................47?5.9.1?文件编.........................................................................................47?5.9.2?主送抄....................................................................................................48?5.9.3?提交.....................................................................................................50?5.9.4?提交日..........................................................................................50?5.9.5?拟稿部........................................................................50?5.9.6?主题.....................................................................................................50?5.10?套红...............................................................................................................51?5.10.1?........................................................................................51?5.10.2?模板套红.........................................................................................51?5.11?文件监...............................................................................................................52?5.11.1?重定.........................................................................................................................................................55?5.12?文件观....................................................................................................55?5.13?事务委...........................................................................................................56?5.13.1?流............................................................................................56?5.13.2?撤消委............................................................................................56?5.13.3?事务委.......................................................................57?5.13.4?查看受委托的流................................................................................58?5.13.5?查看委托人处理的文..........................................................................58?5.14?流程归............................................................................................................58?第6章?流.....................................................................................................60?第8页/共224页V6.1用户手册?6.3?6.4?6.5?第7章?...............................................................................................60?流程步骤时效统.......................................................................................61?流程分类用时统........................................................................................62?流程综合统................................................................................................63?办文数量统..................................................................................................64?知识中.....................................................................................................65?..........................................................................................65?7.2?知识维度管...........................................................................................66?7.3?知识分类管...........................................................................................66?7.3.1?创建知识分............................................................................................67?7.3.2?设置查看规....................................................................................69?7.4?知识地图导..............................................................................................72?7.4.1?知识属性导........................................................................................72?7.4.2?知识栏目导........................................................................................72?7.5?知识分类订..............................................................................73?7.6?文章的发.......................................................................................................74?7.7?审核发...........................................................................................76?7.8?文章借阅与审........................................................................................76?7.9?信息收藏与推...........................................................................................78?7.10?文章转移或复........................................................................................79?7.11?批量导........................................................................................................79?7.12?与其..........................................................82?7.12.1?文章转发邮.........................................................................................82?7.12.2?文章转入工作..................................................................................83?7.12.3?文章转传..........................................................................83?7.13?记录操作日........................................................................................84?7.13.1?记录操作日..............................................................................84?7.13.2?查看操作日..................................................................................................85?7.13.3?日志列...............................................................................................86?第8章?协同工..................................................................................................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?模板删....................................................................................91?8.3?新建事..................................................................................................................91?8.3.1?................................................................................................91?第9页/共224页V6.1用户手册步骤流................................................................................................93?8.4?待办事..................................................................................................................95?8.4.1?..........................................................................................95?8.4.2?转入流.......................................................................................................96?8.4.3?存.....................................................................................................97?8.4.4?.....................................................................................................98?8.4.5?转.......................................................................................................98?8.4.6?...................................................................................99?8.4.7?转公.....................................................................................................100?8.4.8?加.........................................................................................................100?8.4.9?.......................................................................101?8.4.10?正文版...........................................................................................104?8.4.11?反馈意........................................................................................104?8.4.12?阅读记.......................................................................................................106?8.5?已办事................................................................................................................106?8.5.1?.....................................................................................106?8.5.2?我经办的事......................................................................................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?删......................................................................................................110?8.8?回收........................................................................................................111?事项查................................................................................................111?8.8.2?事项删.................................................................................111?8.8.3?事项恢........................................................................................111?8.9?事项分.....................................................................................................................112?8.10?查...........................................................................................................112?8.11?已删事..............................................................................................................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?删除公告分............................................................................................119?9.3?发布公........................................................119?V6.1用户手册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?新闻中..................................................................................................125?新闻栏目管.........................................................................................126?新闻发.....................................................................................................127?审核新................................................................................128?查看新...............................................................................129?文档管...................................................................................................130?..............................................................................................................130?11.1.1?........................................................................................130?11.1.2?编辑或删..............................................................................131?11.2?授权管............................................................................................................131?11.3?文.............................................................................................................132?11.3.1?...........................................................................................132?11.3.2?修改目...........................................................................................135?11.3.3?上传文.............................................................................................135?11.3.4?查找文.............................................................................................136?11.3.5?删除文..........................................................................................................137?第12章?12.1?.3?13.4?13.5?13.6?13.7?13.8?13.9?14.1?14.2?业务链.....................................................................................................137?分类设...............................................................................................137?链接设...............................................................................................138?会议管................................................................................................138?设置会议..........................................................................................139?设置会议服......................................................................................140?会议室预.........................................................................................141?查看/修改我的会.................................................................................143?审核的会..............................................................................................144?发送与会通......................................................................................145?查看/应答会........................................................................................145?会议纪................................................................................................146?会议纪要审.........................................................................................147?登录日.............................................................................................148?上下班时间设...................................................................................149?查看在线用.............................................................................................150?第11页/共224页V6.1用户手册第15章?...................................................................................150?踢出在线用.........................................................................................150?查看登录日.......................................................................................151?导出日志报...........................................................................................151?互动沟通平.............................................................................152?............................................................................................................152?15.1.1?问卷...................................................................................153?15.1.2?发布问卷调..................................................................................153?15.1.3?参与问卷调.......................................................................................157?15.1.4?问卷调查统..........................................................................................158?15.1.5?问卷与题目复.....................................................................................160?15.2?消息中.......................................................................................................161?15.2.1?与其...................................................................................162?15.2.2?查看新消......................................................................................163?15.2.3?发送消......................................................................................164?15.2.4?回复消......................................................................................164?15.2.5?发送手机短............................................................................................165?15.2.6?已发手机短信信题...................................166?15.3?电子邮...............................................................................................................167?15.3.1?邮箱总........................................................................................167?15.3.2?自定义文件....................................................................................168?15.3.3?外部邮件设........................................................................................169?15.3.4?写邮.........................................................................................................170?15.3.5?收邮...............................................................................................................171?15.3.6?阅读邮.............................................................................................172?15.3.7?回复邮.............................................................................................173?15.3.8?转发邮.............................................................................................175?15.3.9?删除邮.............................................................................................175?15.3.10?移动邮............................................................................................176?15.4?在线论.......................................................................................................176?15.4.1?新建............................................................................................177?15.4.2?新建论.............................................................................................177?15.4.3?论坛权限管....................................................................................178?15.4.4?发表新话............................................................................................179?15.4.5?编辑话.............................................................................................180?15.4.6?查看话.............................................................................................181?15.4.7?回复话....................................................................................182?15.4.8?引用话...................................................................................................183?第12页/共224页V6.1用户手册................................................................................................................183?15.5.1?.........................................................................................183?15.5.2?设置公共通讯.................................................................................184?15.5.3?设置个人通讯..........................................................................................185?15.5.4?自定义好友.................................................................................186?15.5.5?与其他模块应用说....................................................187?15.5.6?联系人查.........................................................................................................188?第16章?16.1?16.2?..................................................................................................189?录入便签内........................................................................................189?设置提示浮动.......................................................................................190?使用浮动提示.........................................................................................190?工作日.......................