Document Management

Configuration > Document Management

Related Guides:

• Document Management Area
• Document Management for Customers, Sites and Users

Setup#

Field	Type	Description
Document List Display Type	Single Select	Choose between the catalogue view or the table view
Allow link attachments	Checkbox	When selected, you can add attachments to documents as links instead of just uploading the attachment to the document.
Use Document Management functionality for Customers, Sites and Users	Checkbox	To configure the document management module for Customers, Sites and Users, refer to the following Guide.
Use Document Management functionality for Service Catalogue	Checkbox	​When selected, the features of the document management module will be leveraged when adding documents to services. Allowing you to organise documents within a service into folders. For more information on adding documents to services checkout: The Service Catalogue – Advanced Configuration.
Enable Access Control for Folders	Checkbox	When checked, you will be able to set access control for each folder in the Document Management area, as well as Customer/Site document folders. Access control allows you to determine if an Agent can access the contents of a folder, including if agents can add and download documents in the folder.
Folder Access control restriction type for 'Read'	Single Select	Only applicable when 'Folder Access control restriction type for 'Read'' is enabled. This setting controls what agents can do when they are granted the the 'Read' level of access control to a folder.