Additional portal document guidelines

These are additional notes about documents and document types:

• Document types must allow for shared groups to be included in the collection of groups. For example, an item document that is to be shared across the portal requires that, in addition to the portal group, the group maintaining the item in the back office is assigned to the document type. The portal group permissions would not allow a portal user to update or delete the document, but due to its document type (category), the portal user would be able to view the document.
• When adding a document, users cannot use a document type for which they are excluded from the group collection. The user must have insert permissions on a shared group.
• You can use the back office Document Group Management form to see documents associated by group and document type. This form shows only documents associated with a portal group, and it shows all the documents that users can view on the portal.