7.1
Table Of Contents
- Introduction
- How to
- Common Tasks
- Company Tasks
- Publication Type and Document Tasks
- Add publication types
- Modify the publication type properties
- Delete a publication type folder
- Adding documents to a publication type
- Delete documents from a publication type
- Edit document properties
- Manage production settings
- Output options
- Manage linked files
- Setting up web forms
- Define file upload settings
- Setting up pricing
- Image Collection Tasks
- Order Manager Tasks
- Ordering workflow
- Settings
- General Settings
- Pricing and Ordering
- Production
- Modules
- Enabling B2C (Business to Customer)
- Introduction to Regular Expressions
• Enable/disable: When the Enable/disable option is selected a user can control whether a company is
visible (enabled) for other users or not (disabled). A disabled company is normally not visible for other
users (except when the View disabled companies is selected in the New document section above) from
this list.
• Edit: The Edit option allows users to modify the properties of a company.
The Companies section has four sub sections:
1. Users
2. Publication Types
3. Pricing and Ordering
4. Departments
Users
The Users section defines whether users see the Users item in the side menu of the companies section. A user
can only control those users who have one of the roles that the user may assign to another user.
Companies section - Users
• Access: The Access checkbox controls whether users see the Users item in the side menu of the
companies section. When the Access checkbox is unchecked all other options are not available.
• Assign: The Assign option allows users to assign users to a company.
• Add and Delete: The Add and delete option allows users to add and delete users. The options Enable/
disable and Edit are directly related to the Add and delete option.
• Enable/disable: The Enable/disable option allows users to control other users access to the system.
• Edit: The Edit function controls whether a user can edit the user information of other users.
Publication Types
In this Publication Types section is defined whether users see the Publication Types item in the side menu of
the companies section.
Companies section - Publication types
• Access: The Access checkbox determines whether users see the Publication Types item in the side
menu of the companies section. When the Access checkbox is unchecked the Enable/disable option is
not available.
• Enable/disable: When the Enable/disable option is selected users can enable/disable documents.
Disabled documents can only be viewed by users whose role have the View disabled documents option
enabled.
General Settings - Roles
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