Assigning User Roles and Document Type Authorizations

The user can perform the file operations such as, view, edit, print, or redline files from the following two sessions:

  • Attached Files (dmdoc4540m000): The file operations apply to particular files when they are invoked from the Attached Files (dmdoc4540m000) session.
  • Document Revisions (dmdoc1520m000): The file operations apply to selected files when they are invoked from the Document Revisions (dmdoc1520m000) session. These files are referred to as the main files for the file operation.

The ERP administrator can use the Default File Extensions for File Operations (dmdoc4550m000) session to set up default file extensions which ERP uses to determine the main files for file operations.

Users can override default file extensions for individual document revisions and use the Assigning Main Files for File Operations (dmdoc4540m001) session to specify the main files for each operation which is performed during document revision. You can start this session from the Document Revisions (dmdoc1520m000) session or the Attached Files (dmdoc4540m000) session from the appropriate menu.