- Menu – Documents – New
- Menu – Documents – New from folder
- Documents menu – More button
- Control panel – Documents
- Favorites
- Separate widgets – ECM
- Fluig Connect
Speaking of document permission features...
The permission options for existing documents in the Control Panel allow authorizing or restricting features for specific users, roles or groups of users. It is possible, for example, to hide features that are visible by default or release management features to a common user.
For a user to have access to a feature, they are required to have permission to view the page and/or the widget of this feature.
Specific document permissions, pages and widgets are listed below.
Menu – Documents – New
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Platform ❙ Documents feature page – belongs to the settings menu in the upper right corner of the platform’s pages, which shows the document browsing root. | PAGE | Documentos - ecmnavigation | For more details, go to Platform ❙ Page permission options |
| New Folder feature page – in the Platform ❙ Documents menu, located in the upper right corner of the documents. Allows creating new folders. | PAGE WIDGET | Nova Pasta - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Platform ❙ Form feature page – in the Platform ❙ Documents menu, located in the upper-right corner of the documents. Allows creating new forms. | ECM | Formulário - ecmnavigation# | For more details, go to Platform ❙ Page permission options |
Menu – Documents – New from folder
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Page and widget of the Platform ❙ External document feature – in the New dropdown menu, located in the right corner of the page. Allows accessing links outside the platform. | PAGE WIDGET | Documento externo - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Platform ❙ Multiple posting resource page – in the New dropdown menu, located in the right corner of the page. Allows posting multiple documents and/or several folders simultaneously. | PAGE WIDGET | Publicação múltipla - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Platform ❙ Article resource page – in the New dropdown menu, located in the right corner of the page. Allows creating and updating information in the platform, in article format. | PAGE ECM | Artigo - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Page and widget of the Platform ❙ Report feature – in the New dropdown menu, located in the right corner of the page. Allows posting BIRT Report Designer reports in the platform. | PAGE WIDGET ECM | Relatório - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Platform ❙ Application resource page – in the New dropdown menu, located in the right corner of the page. Allows opening any application file supported by the platform. | ECM PAGE | Aplicativo - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Platform ❙ Form feature page – in the Documents menu, located in the upper right corner of the documents. Allows creating new forms. | ECM | Formulário - ecmnavigation# | For more details, go to Platform ❙ Page permission options |
Documents menu – More button
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Main List item page of the Platform ❙ Documents menu, which generates a list containing all of the folder’s documents, optionally including subfolder content. | PAGE WIDGET | Lista mestra - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Page and widget of the Controlled copy feature – in the More dropdown menu for controlled document printing. | PAGE WIDGET | Cópia controlada - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Download action – in the More dropdown menu, which allows downloading platform documents, generating a .zip file in the My Documents folder to download the file into the user directory. | ECM | Download - ecmnavigation# | For more details, go to Platform ❙ Page permission options |
| Remove action – in the More dropdown menu. Allows deleting documents and sending them to the bin. | ECM | Remover - ecmnavigation# | For more details, go to Platform ❙ Page permission options |
| Show priority action – in the More dropdown menu. Allows showing/hiding the established document priority. | ECM | Mostrar prioridade - ecmnavigation# | For more details, go to Platform ❙ Page permission options |
| Page and widget of the Block modification feature – in the More dropdown menu. Allows block modification of information shared across multiple documents. | PAGE WIDGET | Alteração em bloco - ecmnavigation# | For more details, go to Platform ❙ Page permission options and Permission options in widgets. |
| Transfer area feature page – in the More dropdown menu. Drag-and-drop transferring for posts to take effect. | ECM PAGE | Área de transferência - ecmnavigation# | For more details, go to Platform ❙ Page permission options |
Control panel – Documents
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Page for the Control Panel item from the main menu, which allows accessing and managing platform settings. | PAGE | Painel de Controle - cpaneladmin | For more details, go to Platform ❙ Page permission options |
Favorites
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Page for the Favorites item from the main menu, where favorite documents, processes, users and communities are grouped. | PAGE | Favoritos - principalfovorites | For details, go to Page permission options. |
| Page and widget for the Platform ❙ Favorite documents feature – belonging to the Favorites item from the main menu – which allows viewing the communities and users defined as favorites. | PAGE | Documentos favoritos - pagefavorites | For details, go to Page permission options. |
| WIDGET | Documentos Favoritos | For details, go to Widget permission options. | ||
| Page and widget for the Platform ❙ History feature – belonging to the Favorites item from the main menu – which allows viewing the documents viewed by the user. | PAGE | Histórico - pageaccesslog | For details, go to Page permission options. |
| WIDGET | Histórico | For details, go to Widget permission options. | ||
Separate widgets – ECM
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Widget of the Popular Documents feature – shows the most accessed documents in the platform. | WIDGET | ECM - Documentos populares | For more details, go to Permission options in widgets. |
| Widget of the List Dataset Records feature – shows dataset records in two pages or communities. | WIDGET | ECM - Listar registros de Datasets | For more details, go to Permission options in widgets. |
Fluig Connect
| Description | Type | Feature name | Permission options | |
|---|---|---|---|---|
| Specific permissions of the Fluig Connect application. | APPS | Fluig Connect |
|
Please note!
This documentation is valid as of the Liquid (1.6.5) update. If you use a previous update, it may contain information different from what you see on your platform.
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