The documents library settings can be found as a sub page to the Documents page.
On this page access to the top level of the documents page can be configured and and access oveview can be generated.
The status workflow can be enabled allowing project members to keep track of how far along in a workflow a revision has gotten.
Workflows for approving a revision to go to the next stage can be configured.
Default metadata, naming conventions or QR code stamping can be configured for folders and documents.
Access required: Administrator or access to document status configuration in project settings.
The following topics will be described in this article:
This is what the document settings page can look like:
Access control
Access overview
This button will take you to the access overview of the documents section. Here you will be able to generate an overview of what team or member has access to which folders in the documents section.
Edit access
In the access control menu you will be able to set the access of the root folder of the documents section.
On the documents page access can be configured for folders and documents.
There is however, nothing to select to configure access for the highest level of the documents page.
Who can perform actions at the highest level of the documents table?
This is what the access control menu on the document settings page is for.
Think of the entire documents table as one big folder that contains all the folders and documents in the project.
The access control menu on the document settings page is the access control menu for that folder.
Click here to read more about document access control
Status workflow
Activating the Status workflow will let you apply statuses to information.
The status workflow follows the ISO 19650 standards which describes how far along information has gotten in a process.
Before activating the status workflow, all information submitted to Catenda is seen as being in the published stage which typically means the uploaded information is the final verision of that information.
In the stage before the pubished stage documents can be collaborated on before they are finalised and moved to the published stage.
The stage after published is archival which is when the project is either archived on Catenda or information is exported to be stored outside of Catenda.
Click here to read more about the status workflow menu.
Approvals
This is what the approvals menu can look like:
The approvals menu is only available in projects where the new validation workflow has been requested to be enabled.
The new validation workflow is an on-demand feature that can be requested to be enabled for new projects.
New projects that are created based on a template project where this feature is enabled do not have this feature enabled.
Configure workflows
Clicking on the configure workflows button opens the workflows page.
On the workflows page workflows can be configured which members will be able to choose from when they are creating an approval on the approvals page.
Click here to read more about the workflows page.
Folder configuration
This is what the folder configuration menu can look like:
In the folder configuration table the following can be configured for folders:
Naming conventions
Custom fields on documents
Custom fields on revisions in documents
QR code stamping
Click here to read more about folder configuration menu.