Attributes

Document attributes can be set up to attach multiple values to a document for traceability and searching, such as product specifications that involve multiple customers, suppliers, and products. Attributes can be whatever you need them to be and must first be set up by a system administrator. Attributes added to the document type are automatically inherited by all documents created with the specified document type if the Transfer option is checked. If it is not checked, the creator of a document can select which attributes to apply to the document.

The following options are available for attributes:

Document Type Attribute

Document Attribute

Document Search by Attribute

Once Attributes are attached to document records, the administrator can configure document repositories to search for documents by attribute (if applicable).

User Rights

The following rights must be assigned to a user for that user to manage or view attributes:

Rights Description

DAT_VIEW

Allows the user to access and view attributes.

DAT_MANAGE

Allows the administrator to add, view, edit, and delete an Attribute record.

NOTE: See Rights Groups for more information on assigning rights groups to users.

See Also

Creating Attributes

Adding Attributes to Document Types

Adding Attributes to a Document

Document Setup

     

 

 
Friday, March 20, 2020
12:36 PM