Enabling Permissions and Event Schedule Settings

Setting the Permission Settings

Permission settings allow users to do certain functions such as convert between electronic documents and records, covert offline documents to electronic documents, archive and remove documents from the archive, and allow non-document owners to initialize workflows.

To set user permission settings

1. In the Web Client > System Administration, go to Global Settings > General> Permission Settings area.

2. Select the following options:

• Enable converting between electronic documents and records

• Enable converting offline documents to electronic records

• Enable converting electronic documents to offline documents

• Enable manually archiving documents

• Enable manually unarchiving documents

• Allow non document version owners to initialize workflows - Allows users that are not owners of a document to kick-off a workflow.

• Enable editing document metadata when workflow is active - Allows metadata to be edited for a document that is under the workflow process.

• Allow the creator of a document to modify the initial value of read-only fields – Allows the document creator (owner) to modify a read-only custom date or blank date metadata field after the document has been added to the Library.

3. Click Update.

Event Schedule Settings

You can configure the system to automatically delete, archive, or convert documents to records for a particular schema.

• Delete — “Soft” deletes a document based on the event schedule date. The document can still be recovered in the “soft” deletion state.

• Archive — The document is moved to the Library Archive in the hierarchy.

• Convert to Record — The document in no longer editable but remains in the library.

In order to use the events features, the System Administrator must enable them. Library Administrators can then create and apply events to schemas.

To enable Event Schedules

1. Log in as System Administrator, and go to System Admin > Global Settings > General.

2. In the Event Schedule Settings area, select the following check boxes, if applicable:

• Enable Convert to Record Events — Select to allow documents to be automatically converted to a record after a specified period of time.

• Enable Archive Events — Select to allow documents to be automatically sent to the archive after a specified period of time.

• Enable Delete Events — Select to allow documents to be automatically deleted after a specified period of time.

3. Click Update.

See also:

System Administration Overview

Setting up Users and Groups

Logon and Password Security

User Self-Registration

Licensing

Activity Log

Guest Accounts / Self-Service Portal

Editing Metadata During a Workflow