The Document Management functionality within Concept Evolution operates as a dedicated point of attachment and review for all documents attached to entities such as Assets, Buildings, Locations, Suppliers etc.
The Concept Evolution System Administrator can determine which entities may have Documents assigned. These Documents will be stored in a defined Repository either in the database, or outside of Concept Evolution.
To attach Documents see Document Grid and Documents
This list of Repositories is maintained here.
The link will open the Document Repository Grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Document Repository click New , to edit and existing Document Repository click Edit .
Complete the fields and click Save . Once the Repository header has been completed and saved a sub menu will appear to allow additional entities to be assigned.
These include:
When a Document Repository is created, it must be made available to User Accounts (It is also possible to assign repositories to newly created User Accounts)
The link will open the Repositories / User Accounts Grid. It is a Grid view that can be customised and sorted as normal.
To assign User Accounts click Assign , entities in the right hand assignment window are connected.
To create User Accounts see User Accounts
When a Document Repository is created, it must be made available to User Roles (It is also possible to assign repositories to newly created User Roles)
The link will open the Repositories / User Roles Grid. It is a Grid view that can be customised and sorted as normal.
To assign User Roles click Assign , entities in the right hand assignment window are connected.
To create User Accounts see Roles