Roles

A user has a Role. This role assigns permissions to a user, allowing group members to scan, amend, print, e-mail etc a particular Document Type.

Permissions for each required Document Type must be set for a Role.

Every document is also assigned to a document folder at indexing.

The Assign Viewable Document Folders tells the system which document folders, and therefore which documents within a Document Type, a role can view.

Only an administrator may change the folder on a document.

Data Entry

Role
The Role name

Document Type
Select the Document Type from the drop down box to which permissions will be assigned.

Role Permissions

View/Search
a member may view or search for documents within the chosen document type.

Modify Data
a member may amend index data for a case within the chosen document type.

Delete Case
a member may delete and undelete a case within the chosen document type.

Move Pages
a member may move pages between cases within the chosen document type.

Delete Pages
a member may delete and undelete case pages within the chosen document type.

View Audit
a member may view the audit information for the chosen document type.

Add Lookup Items
a member may maintain lookup tables by pressing CTRL+L during indexing. This shortcut will only execute if an index template field has a lookup table associated with it.

Scan
a member may access the scan routines for the chosen document type.

Index
a member may access the index routines for the chosen document type.

Re Index Case
a member may reindex a case from within the chosen document type

Drag Drop Case
a member may index documents for the chosen document type via the Drag and Drop methods supplied with e4DM.

Data Import
a member may import index data and images for the chosen document type.

Export Data
a member may export index data and images for the chosen document type.

Archive
a member may archive the chosen document type.

Ext.Mail User
a member may mail documents externally for the chosen document type. If this item is not checked the user will still be able to e-mail documents internally as a linked list. Pointers to the documents are e-mailed in a file called SoftView.mlk. MLK file types must be associated with SoftView.exe

Print Images
a member may print documents for the chosen document type.

Composite Docs
a member may create composite documents for the chosen document type.

View In-tray
a member may view their in-tray for the chosen document type.

Accept/Return
a member may return and approve cases from an in-tray for the chosen document type.

Reject/Return
a member may return and reject cases from an in-tray for the chosen document type.

Send Case
a member may send documents to a users in-tray for the chosen document type.

Route Case
a member may route documents to an in-tray for the chosen document type.

Remove Transient
The user may delete a transient item from their in-tray.

Buttons

Create New Role
Creates a new role record in the e4DM database

Updates Permissions
Updates the permissions for the chosen role and Document Type in the e4DM database

Delete Role
Delete the selected role record from the e4DM database

Assign Viewable Document folders

Assign which document folders the role can view for the chosen Document Type.

Available Document Folders
All available folders not currently assigned to this user.

Allow User to View these Folders
Document folders viewable by this user.

Buttons

Add
Move an available folder to a folder viewable by this user.

Remove
Remove a viewable folder from by this user.

Add All
Move all available folders to be viewable by this user.

Remove All
Remove all viewable folders from this user.

Update
Updates any alterations made to the viewable folders.

Softology