Resources
Users must have the IDM-Administrator role to assign resources to tags.
This table describes the resources that can be imported into the target tenant.
Resource | Category | Description |
---|---|---|
Document type | Content | Document types are used to define document settings including attributes, ACLs, and related documents. |
Value set | Content | Value sets are a group of valid values that you assign to control the values that are stored for the attribute. |
Business context model | Content | BCMs are used to create a rule to link documents in Document Management to a screen in ERP systems. |
Retention policy | Content | With the retention policies configuration, you can automatically archive, delete, or purge documents from the system. |
Output template | Content | Output templates are those documents marked specifically as templates. |
Email template | Content | Email templates are those documents specifically configured as email templates within the email configuration page of the Control Center. |
Retention policy | Configuration | With the retention policies configuration, you can automatically archive, delete, or purge documents from the system. |
Result list | Configuration | Result lists specify which columns to display in various search result lists. |
Document type filter | Configuration | Document type filters control which users can view which document types. |
ION configuration | Configuration | The ION Configuration section is where the communication between Document Management and ION is configured. |
Language | Configuration | Defines additional languages that can be used to provide translations of the data model. |
Mime type | Configuration | MIME types are used to create a list of allowed file types for added security. |
Signature | Configuration | Configure Document Management to link to a document signature application. Currently, the only document signature provider available is DocuSign. |
Configuration | Select and manage the Document Management Enterprise Print service. | |
Saved search | Configuration | You can use saved searches to create custom saved search XQueries. |