Configuring Document Manager

When configuring Document Manager, the user can create log views for the Document log.

All the DM attributes forms available in Folder Properties node (in Document Manager) are included in the configuration once the DM design is deployed. For more details on DM attributes refer to the:

Unifier creates the configuration, by default, when the attributes form is deployed in the Document Manager, in uDesigner, and marked as Active.

The configuration for system-defined attribute form will always be Active. The user will be able to create log views whether configuration is Active or Inactive.

Only the active DM configuration forms will be available for selection in shells or shell templates.

If the user deletes the attribute form related to the DM configuration, then Unifier deletes the configuration for the attribute form, once the user deploys the DM design.

When the user opens a configuration for the Document Manager, a sub-node appears under the Document Manager node ("{document manager log name } - Log Views"). This sub-node will be available in Document Manager log regardless of status (active or inactive), and the user can define log views for the respective DM logs. For example, if the user clicks on EMAAR Attributes, then a sub-node appears as "EMAAR Attributes - Log views."

Permission and Access Control

Only a user with Configuration permission, for Document Manager, will be able to access this node and create views. To set permission, go to Company Workspace tab > Admin mode > Access Control > Administration Mode Access > Configuration > Document Manager: Permission Settings > Configure.

See Also

Setting up the Document Manager

Document and Folder Properties

Permissions

Categories

Importing Document Manager Attribute Forms

Setting Document Manager Administration and User Permissions

Working with Folder Structure Templates

Lock and unlock the first-level folder structure

In This Section

Creating Document Manager Log Views in Admin Mode



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Last Published Friday, April 9, 2021