Document Repository

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 using the save search capability. The folder structures 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 or check out/in documents directly from the folder list view. A document author is able to create a document directly from the folder in which it will reside. A listing of the documents that reside in a folder can also be exported to Microsoft Excel.

Some of the following options should be considered:

Search criteria can be set up based on any document record data (i.e., department, product, categories, operations, ownership, etc.).
How the criteria can be sorted and in what order it can also be configured.
Who can view the repository.

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

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