Enhanced document management

Description

A feature toggle controls the Enhanced Document Management feature. Its general default setting is turned off.

To enable the Enhanced Document Management feature, do these steps:
  1. Using Tenant Toolbox, select Feature Toggles.
  2. Look for Enhanced Document Management from the Features table.
  3. Select Is Enabled check box at the right column of the said feature.

When the Enhanced Document Management feature is turned on, you can now manage documents in M3 CLM under a single dialog called Document List through the Documents tab. The Document List also has a new drop-down menu called Manage Documents.

You have two (2) options when adding a document:
  • Add document from template
  • Add document from file
When working with an existing document, you have these options to select from:
  • Download document
  • Check in or check out a document
  • Delete a document
  • View the status of the document
Net Change ID 11605