Difference between revisions of "Documents"
Jump to navigation
Jump to search
Line 62: | Line 62: | ||
:* Managing review dates | :* Managing review dates | ||
− | Lifecycle processes can be configured in the admin console | + | Lifecycle processes can be configured in the admin console under the Document Manager Tile and accessible to users who have the '''Business Process Manager''' role |
+ | |||
+ | Lifecycle processes can be manually invoked from the document view | ||
+ | * If no lifecycle processes are created, the lifecyle option will not be visible on the document view | ||
+ | * Once lifecycle processes are created, users with the '''docmanager designer''' role will be able to configure which lifecycle processes to make available using the '''Design this button''' option | ||
+ | * Document users will then be able to manually invoke available lifecycle processes | ||
+ | :* Only one lifecycle process can be running at any given time | ||
+ | :* Once a lifecycle process is started, it's progress tracker will be visible at the top of the document view | ||
+ | :* Once a lifecycle process has finished it's progress tracker will disappear from the document view | ||
+ | |||
+ | Configuring the Lifecycle Process button | ||
+ | [[File:DM_Lifecycle_Button.png|right|400px]] | ||
+ | |||
+ | * '''Default Label''': Provide the button with a display value (which will be visible when a lifecycle process is not in flow | ||
+ | * '''Translated Label''': Add additional language variants of the default label, which will be displayed to users viewing the document view in the language defined in the user settings | ||
+ | * '''Button Styling''': Choose a background colour which will be used for the button when a lifecycle process is not in flow | ||
+ | * '''Drop Down Options''': Configure the lifecycle processes you wish to make available from the button | ||
+ | :* By Default this will show all Document Manager defined lifecycle processes defined in the admin console and marked as active | ||
+ | :* Use the '''trash bin''' icon to remove any lifecycle processes you do not want to make available from the button | ||
+ | :* Use the arrows to re-order the lifecycle processes in the drop down | ||
+ | :* Edit each drop down options to set the following: | ||
+ | ::* Set the Default Label as it will appear in the drop down | ||
+ | ::* Set any translated label values | ||
+ | ::* Set Button Style and Image when the lifecycle process is running | ||
=== Opening / Downloading / Checkout File for Editing === | === Opening / Downloading / Checkout File for Editing === |
Revision as of 13:51, 16 July 2019
Home > Document Manager > My Documents > Documents
IntroductionOnce Created or Uploaded, manage revisions, collaborate on the document content, share with other document manager users, publish to libraries, add to personal collections, set reminders and activities and much more
|
Related Articles |
== Managing Documents ==