The Document Manager (DM), within a Shell template, contains the entire folder structure that a particular shell uses to manage all the relevant documents.
You can use the Document Manager template to update the structure and permissions, or just permissions across all shells or to selected shells of the same type. You can apply changes to a single or the entire folder hierarchy in the destination shell. Update rules apply to each sub-option – for example, in the Structure & Permissions option, if a folder does not exist, it will be added
To push DM template changes and update shells:
- Navigate to Company Workspace > Admin mode > Templates > Shells > "Shell template" > Document Manager > Documents.
- To update the structure and permission:
- From the Update Shells drop-down menu, select Structure & Permissions.
- To update all shells, select All Shells. To update selected shells, selects Shells. From the Shell picker, select the shells and click Update Shell(s).
- To update the permissions:
- From the Update Shells drop-down menu, select Permissions.
- To update all shells, select All Shells. To update selected shells, selects Shells. From the Shell picker, select the shells and click Update Shell(s).
The tagged Document Manager with folders setup in a tagged Shell template will be included in the Configuration Package.
Conditions for Creating a Document Manager setup Configuration Package
When the Setup information is packaged for the first time, if the folder properties are based on a DM attribute form, then the DM Attribute design must also be included in the package.
This means that the design must be included in the Configuration Package. If this check fails, then the package creation will result in an error.
For subsequent exports, check will be made to ensure that the design which uses the Data Element that is specifically used in the setup is present in the Published package. As long as this condition is met, the package creation will be successful. If not, the latest design will have to be included in the package. This check will not be performed for customers who do not use DM attribute form.
Document Manager Components in the Configuration Package
The system includes the following components of Document Manager in the Configuration Package (.zip file):
Component | Field / Option |
|---|---|
Document Manager | All Folders |
Document Manager / Folder | All Permissions which includes users and groups |
Document Manager / Folder | All Folder Properties |
DM attributes | DM form attributes will get copied over. |