Repositories

Documents can be logically grouped into folders, called a repository, so that searching and retrieving documents is easier for the end user. Administrators create the repository and define the documents to be located in each folder. Repositories can be published for specific actors, roles, departments, organizations or for all organizations. When a user looks for a document they can view the folder structure and are able to search within each folder for the required document. Users can view documents directly from the folder list view. A listing of the documents that reside in a folder can be exported to Microsoft Excel. Groups of documents can also be downloaded in a zip file.

User Rights

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

Rights Description

FOLDERCONFIG_VIEW

Allows the user to access and view the repository.

FOLDERCONFIG_MANAGE

Allows the administrator to add, view, edit, and delete a repository.

FOLDERCONFIG_SUPERVISOR

Allows the administrator to modify or void a repository or modify the admin list.

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

See Also

Creating Repositories

Managing Repository Folders

Copying a Repository

Configuring Repository Search Columns

Configuring Repository Sort Order

Configuring Repository Export Options

Configuring Repository Distribution Lists

Publishing a Repository

Unpublishing a Repository

Document Setup

     

 

 
Friday, March 20, 2020
12:36 PM