Components installed with Document Management
Several types of components are installed with activation of the Document Management plugin, including tables and user roles.
Demo data is available for this feature.
Roles installed
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Admin | Provides Create, Read, Update, and Delete access to the document and its related tables. Admin users have access to List and List Entries modules. | platform\_document\_management\_admin |
| Role Name | Description |
|---|---|
| dm\_sharing\_levels\_user | This role contains the following roles: - dm\_user\_role\_read - dm\_user\_group\_read - dm\_user\_criteria\_read Provides the ability to share documents at all levels \(group, role, and user criteria\). |
| dm\_user\_role\_read | Provides read access to the user role table and the ability to share documents based on user roles. |
| dm\_user\_group\_read | Provides read access to the User Group table and the ability to share documents based on user groups. |
| dm\_user\_criteria\_read | Provides read access to the User Criteria table and the ability to share documents based on user criteria. |
Tables installed
| Table | Description |
|---|---|
| ds\_document | Stores document records containing document metadata. |
| ds\_document\_version | Stores document versions containing the actual document file or URL to the file. |
| ds\_document\_references | Stores references between document records and other records. Note: The records can be from any other table and record on the platform Supports a many-to-many relationship between documents and target records. |
| ds\_document\_lists | Stores document lists, which are a collection of template documents used to create and link documents to other records. |
| ds\_document\_list\_entry | Stores mappings between template documents and document lists. |
| ds\_document\_user\_can\_access\_mtom | Stores permissions provided to users to access documents as a Reader, Writer, or Owner. |
| ds\_document\_ug\_can\_access\_mtom | Stores permissions provided to user groups to access documents as a Reader, Writer, or Owner. |
| ds\_document\_ur\_can\_access\_mtom | Stores permissions provided to user roles to access documents as a Reader, Writer, or Owner. |
| ds\_document\_uc\_can\_access\_mtom | Stores permissions provided to user criteria to access documents as a Reader, Writer, or Owner. |
| ds\_document\_permalink | Stores the permalink and expiration date for the document. |
Note: The Documents [ds_document] and Versions [ds_document_version] tables can be extended.
Parent Topic:References
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