There are additional Document Property pages that are available. Generally, access to these additional pages requires the assignment of the View Document records and Edit Document records rights. These Document rights enable a group to view the following additional property pages, email folders, and email messages:
•Document Properties > Categories
•Document Properties > Security
•Document Properties > Versions
•Email Folder
•Email record
Note: E-mail features and rights are only available with TeamConnect Projects. For more information on Projects, see Custom Record Rights. If the TeamConnect IMAP Server is set up and active, you must enable appropriate rights to groups to work with e-mail (treated as documents in TeamConnect).
The following table explains these additional group rights to documents:
Right |
Description |
Prerequisite Rights |
Pages |
||
View Document records |
Edit Document records |
Additional |
|||
View Document all categories |
Allows groups to view existing Document categories and set one of them as the default. |
X |
|
None |
Document Properties > Categories |
Create Document all categories |
Allows groups to add categories to Documents. |
X |
X |
View Document all categories |
|
Delete Document all categories |
Allows groups to remove categories from Documents. |
X |
X |
View Document all categories |
|
View Document all custom fields |
Allows groups to view custom fields of Documents. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project. |
X |
|
None |
As customized by design |
Edit Document all custom fields |
Allows groups to change custom fields of Documents. |
X |
X |
View Document all custom fields |
|
Generate New XML Based Document |
Allows groups to create a new XML Document from an existing template. Note: To generate a Document, a group needs to be able to view the appropriate Documents list. However, to save a generated Document, the group also needs the ability to create Documents in that list. |
X |
|
None |
|
View Document security |
Allows groups to view security access for Documents. |
X |
|
None |
Document Properties > Security |
Edit Document security |
Allows groups to change security for Documents. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts. |
X |
X |
View Document security |
|
View Document versions |
Allows groups to view the version history of Documents. Note: To generate a version history of Documents, a group must enable the Version Control feature, using the system settings. |
X |
|
None |
Document Properties > Versions |
Revert Document versions |
Allows groups to remove the current most recent version of a Document and save the previous version as most recent. |
X |
X |
View Document versions |
|
View email |
Allows groups to search for and view email in TeamConnect. |
X |
|
View Project records |
Documents list > Email Folder |
Move email from non TeamConnect- IMAP folder to TeamConnect- IMAP folder |
Allows groups to move e-mail messages from an email client's non TeamConnect-IMAP folder to a TeamConnect-IMAP folder. |
|
X |
Create Document records View Project records Edit Project records |
Documents list > Email Folder |
Move email between TeamConnect- IMAP folders |
Allows groups to move email messages between an email client's TeamConnect-IMAP folders. |
X |
X |
Create Document records Delete Document records View Project records Edit Project records |
Documents list > Email Folder |
Delete email |
Allows groups to delete IMAP email messages (for email clients and TeamConnect). |
X |
|
Delete Document records View Project records Edit Project records |
Email record |
Change email attributes (priority, read/ unread) |
Allows groups to change email message attributes (for email clients). |
|
|
Create Document records View Project records Edit Project records |
Email record |
Add TeamConnect- IMAP subfolder |
Allows groups to create TeamConnect-IMAP subfolders (for email clients). |
|
|
Create Document records View Project records Edit Project records |
Documents list |
Rename / Delete TeamConnect- IMAP subfolder |
Allows groups to delete TeamConnect-IMAP subfolders (for email clients and TeamConnect). |
X |
X |
Delete Document records View Project records Edit Project records |
Documents list |
Add TeamConnect- IMAP subfolder |
Allows groups to create TeamConnect-IMAP subfolders (for e-mail clients). |
|
|
Create Document records View Project records Edit Project records |
Documents list |
Rename / Delete TeamConnect- IMAP subfolder |
Allows groups to delete TeamConnect-IMAP subfolders (for e-mail clients and TeamConnect). |
X |
X |
Delete Document records View Project records Edit Project records |
Documents list |
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