2020 Summer Release

General Settings in Configurations and ShelvesPermanent link for this heading

The following applications provide the general settings described here:

  • Customizing
  • Contact Management
  • Digital Asset Management
  • Change and Release Management
  • Purchase

ConfigurationsPermanent link for this heading

The configurations provide the following general configuration settings.

Areas

In the configurations you will find the following general areas.

  • Forms and Categories
    Shows the forms and categories provided by the configuration.
  • Processes
    Shows the processes provided by the configuration.
  • Templates
    Shows the templates provided by the configuration. In the create dialog (e.g. “New” context menu command) the templates are displayed according to the grouping by the template categories.
  • Text Modules
    Shows the text modules provided by the configuration that can be inserted in Word documents.
  • Thesauri
    Shows the thesauri provided by the configuration, which allow tagging.
  • Presettings
    Shows the presettings provided by the configuration (display settings, search forms).
  • Failed Background Tasks
    Shows failed background tasks (only visible if at least one failed background task is available). You can perform following manual actions: “Define Next Execution”, “Send Link” and “Delete”.

Note:

  • To be able to store objects from a different context, you must adjust the Restrict Shortcuts Within Teamroom field in the configuration settings accordingly.
  • The areas differ in “Customizing”.

Settings

You can define the following values in the configuration settings.

<Name of the Configuration>” tab

  • Name
    The name of the configuration.
  • Subject
    A description of the configuration.
  • Restrict Shortcuts Within Teamroom
    Defines which type of shortcuts may be stored in the configuration. You can restrict the permitted shortcuts to objects that are assigned to the organization or to objects that are assigned to the configuration.
  • Restrict the Downloading or Opening of Content on the Device
    Allows to restrict team members who can open or download content at the device.
  • All Team Members May Add Members
    Defines whether all team members can add users to the team or only team members with “Full Control”.
    Members with change access may grant or revoke change access or read access to other members. Members with read access may grant or revoke read access to other members.
  • Restrict Team Members
    Defines the organizations, organizational units, teams and external organizations whose members may be added to the configuration. If the list does not contain any entries, members can be added without restriction.

Logos tab

The defined logos and the background image are used for the configuration and for all personal dashboards.

Default Values tab

  • Default Thesaurus for New Terms
    If a default thesaurus is specified, new terms can be created directly during tagging.
  • Default Categories
    When an object is created, the specified category is assigned according to the defined object class.
    Note: The default categories are also applied to shelves if they have been explicitly defined for shelves. This also applies to Teamrooms and other rooms contained in shelves.
  • Default Processes
    When an object is created, the specified process is assigned according to the defined object class.
    Note: The default processes are also applied to shelves if they have been explicitly defined for shelves. This also applies to Teamrooms and other rooms contained in shelves.
  • Default Background Tasks
    When an object is created, the specified background tasks are assigned.
  • Release Process for Templates and Presettings
    In order to use templates, text modules, forms and categories, processes and presettings, they must be released. If a process is to be used for the release, a BPMN process diagram can be defined here. Release processes must contain the “Release for Usage” activity.

Content Settings tab

  • Allow Comments
    Defines whether PDF comments can be applied to documents.
  • Allow Public Links
    Defines whether public links may be published.
  • Generate Cover Sheet for PDF Overviews of Documents
    Defines whether a cover sheet is generated for PDF overviews of documents.
  • Use Watermarks
    Defines whether documents are automatically converted into protected PDF documents with a definable watermark.

ShelvesPermanent link for this heading

The shelves offer the following general settings.

Settings

You can define the following values in the clipboard settings.

<Name of the Shelf>” tab

  • Name
    The name of the configuration.
  • Subject
    A description of the configuration.
  • Enable Notification
    Defines for the current user whether notifications are sent.
  • Restrict Shortcuts Within Teamroom
    Defines which type of shortcuts may be stored in the shelf. You can restrict the permitted shortcuts to objects that are assigned to the organization or to objects that are assigned to the shelf. In this way, you can prevent, for example, that shortcuts are stored to which the members of the shelf do not have access.
  • Restrict the Downloading or Opening of Content on the Device
    Allows to restrict team members who can open or download content at the device.
  • All Team Members May Add Members
    Defines whether all team members can add users to the team or only team members with “Full Control”.
    Members with change access may grant or revoke change access or read access to other members. Members with read access may grant or revoke read access to other members.
  • Restrict Team Members
    Defines the organizations, organizational units, teams and external organizations whose members may be added to the shelf. If the list does not contain any entries, members can be added without restriction.

“Logos tab

The defined logos are used for the shelf.

“Default Values tab

  • Default Thesaurus for New Terms
    If a default thesaurus is specified, new terms can be created directly during tagging.
  • Default Categories
    When an object is created, the specified category is assigned according to the defined object class.
  • Additional Categories
    Defines categories in addition to the categories defined in the configuration.
  • Default Processes
    When an object is created, the specified process is assigned according to the defined object class.
  • Additional Default Background Tasks
    When an object is created, the specified background tasks are assigned.

Note: The default properties overwrite or extend the settings in the configuration.

“Content Settings tab

  • Allow Comments
    Defines whether PDF comments can be applied to documents.
  • Allow Public Links
    Defines whether public links may be published.
  • Generate Cover Sheet for PDF Overviews of Documents
    Defines whether a cover sheet is generated for PDF overviews of documents.
  • Use Watermarks
    Defines whether documents are automatically converted into protected PDF documents with a definable watermark.

Note: The content settings overwrite the settings in the configuration.

Templates tab

Shows the templates provided by the shelf. In the create dialog (e.g. “New” context menu command) the templates are displayed according to the grouping by the template categories.

Text Modules” tab

Shows the text modules provided by the shelf that can be inserted in Word documents.

Processes tab

Shows the processes provided by the shelf.

“Presettings” tab

Shows the presettings provided by the shelf (display settings, search forms).