Document Manager
To update the destination shell templates with Document Manager setup:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Templates > Shells > Projects.
- In the Projects Templates log, select and open a project.
- In the left Navigator for the project, click Document Manager > Documents to open the Documents log.
The Documents log is divided into two panes. The left pane lists the Project Documents and the right pane displays the corresponding details for each document.
- In the left pane of the Documents log, select a record, and click Update Shell Templates in the toolbar to open the menu. Your options are as follows:
- Structure & Permissions
- Permissions only
- History
You can select to update both the structure and permissions of the documents in the destination shell template or just the permissions.
The following explores each option in detail.
Structure & Permissions
The Structure & Permissions option has the following menu items:
- Shell Templates
- All Other Shell Templates
The following explores each option in detail.
Shells Templates
If you select this option, the Select Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns:
- Project Number
- Project Name
- Status
- Location
- Project Type
- Project Start Date
- Project End Date
- Administrator
Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.
Update Shell Templates with Folders
- If folder does not exist then it will be added.
- Folder deletions will happen in the Shell Templates when there is no document in that hierarchy.
- Folder rename will not happen through this update. The system will create a new folder in the Shell Templates with the renamed folder.
- Users and Groups will be added if they do not exist.
- If Group is created then it will be empty.
This will update Shell Templates and cannot be reverted. Do you want to continue?
Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.
If you click Yes, the push job gets initiated and the History log will show the job details.
The applicable document type setup will be added or replaced in the destination shell templates.
The History log will show the job details.
All Other Shell Templates
If you select this option, a Confirmation window opens with the following message:
Update Shell Templates with Folders
- If folder does not exist then it will be added.
- Folder deletions will happen in the Shell Templates when there is no document in that hierarchy.
- Folder rename will not happen through this update. The system will create a new folder in the Shell Templates with the renamed folder.
- Users and Groups will be added if they do not exist.
- If Group is created then it will be empty.
This will update Shell Templates and cannot be reverted. Do you want to continue?
Click Yes, if you want to update all of the shell templates, or click No, to cancel your update.
Permissions only
The Permissions only option has the following menu items:
- Shell Templates
- All Other Shell Templates
The following explores each option in detail.
Shells Templates
If you select this option, the Select Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns:
- Project Number
- Project Name
- Status
- Location
- Project Type
- Project Start Date
- Project End Date
- Administrator
Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.
Update Shell Templates with Folders
- Folder creation and deletion will not happen.
- Users and Groups will be added if they do not exist.
- If Group is created then it will be empty.
This will update Shell Templates and cannot be reverted. Do you want to continue?
Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.
If you click Yes, then the push job gets initiated and the History log will show the job details.
The applicable document type setup will be added or replaced in the destination shell templates.
The History log will show the job details.
All Other Shell Templates
If you select this option, a Confirmation window opens with the following message:
Update Shell Templates with Folders
- Folder creation and deletion will not happen.
- Users and Groups will be added if they do not exist.
- If Group is created then it will be empty.
This will update Shell Templates and cannot be reverted. Do you want to continue?
Click Yes, if you want to update all of the shell templates, or click No, to cancel your update.
History
If you click the History menu item, the Shell Template History window opens. This window shows the details of the submitted update requests. This window has the following columns:
- Requestor
- Shell Templates
- Submit Date
- Start Date
- End Date
- Status
The History log provides details of each job by showing the actions performed as a part of the Documents setup push to the destination shell templates.
In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.
You can select an item in the list and click Open, from the toolbar, to see the details about that item.
You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.
See Also
Business Process and Workflow Setups
General Spends (SOV Structure)
Payment Applications (SOV Structure)
Summary Payment Applications (SOV Structure)
Reports (User-Defined Reports)
Last Published Thursday, December 14, 2023