Document Properties dialog box

Use this dialog box to set security options and Profile information fields for a document.

Option Description
Inherit security from parent folder Select this check box to allow the document to inherit the parent folder's security settings.
Note: A document/folder can have several parent folders; therefore, it will inherit the properties from the first found parent folder on the server.
Shared as Set the level for sharing the document as Private, Public or View.
  • Private — Select to have only specified users view the document.
  • Public — Select to have all users access and modify the document.
  • View  — Select to have users see the document but not modify the document.
Note: When Inherit security from parent folder check box is selected, this field is disabled.
Document Security table Specifies users and groups and sets permissions to access documents.

The following permissions may be assigned to a user or group:

  • No Access — User cannot access a document.
  • Read — User can view or read a document.
  • Read/Write — User can read and write to a document.
  • Full Access — User can read, write, and remove a document.
Add Click this button to add a new entry into the table. You can add a Group or a User by selecting them in the list:
  • Group — In the Group Access dialog box, click the browse button (...) to locate the group names and specify the document access level you want to grant to groups.
  • User — In the User Access dialog box, click the browse button (...) to locate user names and specify the document access level you want to grant to users.
Edit Select a user or a group in the list and click this button to edit their permissions to access documents in the opened User Access or Group Access dialog boxes respectively.
Remove Click this button to remove a selected user or group from the list.
Profile Information Fields for Document Setup and modify Field information for the document.

For some names, a list of values are specified in the database, and the Value setting is then limited to the database values. You can choose from those values after you provide a name click the browse button (...) next to the Value box. If you then enter a value that is not associated with the name, the component will display an error message when it tries to create the folder. You can enter any Value when the Name entry is not associated with a lookup list.

The lookup option for the Name is only available when Server, User Name, Password and Database are all specified on the General tab. The lookup option for the value is only available when Server, User Name, Password and Database are all specified on the General tab and a valid property field Name has been specified in this dialog box.

Note: The custom21 — custom24 fields can only accept a date value, as these fields have been specifically designated as date fields within Autonomy WorkSite. The custom25 — custom28 fields can only accept a Boolean (True or False) value, as these fields have been specifically designated as Boolean fields within Autonomy WorkSite.
Inherit profile information fields from parent folder Check this option to allow the document to inherit the folder's field values.
Note: A document/folder can have several parent folders; therefore, it will inherit the properties from the first found parent folder on the server.
Add Click this button to add a new field into the list. In the Custom Field click the browse button (...) to look up the fields that have been set up in the WorkSite Database Manager.
Note: When adding fields, an exclamation mark on the left of the field indicates that the field is mandatory. If a document requires a field and the field is not entered, then the document will not be stored.
Edit Select a field in the list and click this button to edit its settings.
Remove Select a field in the list and click this button to remove it from the component configuration.