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To add the document folder, click on all folders and then add new.  Choose the folder type of document.

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Managing a Folder

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Security Profile
Security profile is used to give permission to a particular Identity for reaching the related folder. If a security group doesn't exist, system uses the default group. 

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Description
Specifies the description.

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Add New File
Click for adding document.

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Security Profile
Security profile is used to give permission to a particular Identity for reaching the related document. If a security group doesn't exist, system uses the default group. 

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Clicking the little downward arrow next to the Identity selection, a field opens up with a details panel that consists of the three subtitles. Those are "type", "begins at" and "expires at".Image Removed

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  • Type consists of the two options for managing identity's permission. Those are allow and deny.

  • Begins At (optional), start date of a permission period.  If type of allow you can access that document after begins date. If type of deny, you can't access that document after begins date.

  • Expires At (optional), end date of a permission period. If type of allow you can't access that document after expires date. If type of deny, you can access that document after expires date.

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You can download or print documents.

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History

You can follow documents history in this chapter.

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