"Document Management" Portlet

By default, this portlet (fig. 1) displays document folders and actions, necessary for the user to manage documents:

Document Types – configure document types, default folders, access permissions to create documents;
"Document Management" settings – configure general settings of the ELMA ECM+ application;
Permission for Accessing "Documents" Section – configure access permissions to ELMA ECM+ objects and sections;
Digital Signature Templates – configure digital signature templates;
Document History Display Settings – configure units and actions, users will see when loading the documents history.

Records Management Settings

Records Management – configure access to Records Management;
Records Classification Scheme – create and configure the company's records classification scheme;
Registration Offices – create and configure registration offices in the records classification scheme;
Document Registration Variants – configure document registration variants;
Document Registration Settings – configure document registration forms.

Contract Management

Contract Management – configure the Contract Management application. This unit is displayed only if the Contract Management application is activated.

Fig. 1. "Document Management" portlet

Click Document Management to go to Administration - Document Management .

Portlet management buttons:

– the portlet is expanded. Click this button to collapse it.

– the portlet is collapsed. Click this button to expand it.

Custom Portlet Settings

Each portlet has general settings, configured by the system administrator. Users can change the custom portlet settings, when configuring the main page.

Fig. 2. "Document Management" portlet settings

The settings in fig. 2 are general. To learn more about them, see the respective Help section.

After you have completed configuration, click:

Save - settings will be saved and the window will be closed.

Save and continue - settings will be saved, but the window will not be closed and you will be able to continue configuring.