Document Sources page
To access the Document Sources page, select .
Document sources correspond to business classes that contain attachment fields that are integrated with IDM Private Space. The Document Sources page shows various types of documents that are stored in the HR Talent system and sent to IDM.
The Document Sources page shows useful information about each document source:
- Category: Source documents are organized by category to simplify searching the document sources library. In addition to categories delivered with the system, user-defined categories created on the Document Source Categories screen are also assigned.
- Module: Name of the HR Talent module in which the Document Source is maintained. Users cannot modify the name of the module.
- IDM Method: This method is used to identify how documents that are associated with the
document source are added to IDM. The default method is automatic.
Document administrators override these settings to specify how the source documents are added to IDM:
- Automatic: Indicates that a document for the document source is sent to IDM automatically when the document is uploaded or created in a business class. This is the default setting.
- Manual: Indicates that a document for the document source can be moved manually from HR Talent to IDM or from IDM to HR Talent. Document administrators use this method to troubleshoot when Enable Single Record Actions is checked for the Organization.
- Off: Indicates that a document for the document source cannot be moved to IDM.
- Show Preview: When a document is stored in IDM and its source has Show Preview Image field set to Yes. Any form that includes a link to a document shows a preview image of the first page of the document.
- Document Count: The count shows the number of documents for each document source that were sent to IDM and are available to be returned as results in the Documents search.
- Error Count: Indicates the number of errors that are not yet successfully processed for each document source.