Assign role view to documentation types

When a custom document type is selected in the IDM settings page, system automatically adds a document library details and list view in the role view tab. All document types are using the standard document library list and details layout in Manage Views. You can manually customize the layouts assigned for each document type. You can also use this to assign the role view of partner users.

  1. From the menu, select Admin > Manage Roles.
  2. From the list, select the role to configure.
  3. On the role details page, click the Views icon.
  4. From the Entity drop-down list, select Document Library.
  5. For each document type view, select the layout to assign and copy from the Layout drop-down list.

    The drop-down list only shows what are the applicable layout options (Details or List) according to the view of each document type.