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, select Templates, select Shells, and then select Projects.
In the Projects Templates log, select and open a project.
In the left Navigator for the project, select Document Manager, and then select 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.
From the toolbar, click Update Shell Templates, and select one of the following:
- 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 such as Project Number, Project Name, Status, and so on.

Select the projects that you want to update and click Update in the toolbar. When the Confirmation message appears, click Yes to update the selected shell templates or click No to cancel.

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, when the Confirmation message appears, click Yes to update all the shell templates or click No to cancel.

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

Select the projects that you want to update and click Update in the toolbar. When the Confirmation message appears, click Yes to update the selected shell templates or click No to cancel.

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, when the Confirmation message appears, click Yes to update all the shell templates or click No to cancel.

History

If you click the History menu item, the Shell Template History window opens. This window shows the details—such as Requestor, Shell Templates, Submit Date, and so on—of the submitted update requests.

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