Configuring Document Types

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Introduction

 

Documents are uploaded to InFocus organized by type (e.g. Invoices, Receipts, Contracts, etc).

 

Types work like folders. Each folder (type) has permissions and applet settings to define who can view/upload documents to it and from where those documents can be accessed/uploaded.

 

Document type permissions include the following options:

 

•View - enables the user to upload and view documents
•Modify - inherits view access with the additional ability to overwrite existing documents

 

TIP! When uploading documents, you can set additional permissions per document

 

Note! If you're not on InFocus Cloud you'll need to enable Document Management if you haven't done so already.

 

 

Configuring Document Types

 

InFocus comes out-of-the-box with the listed system types, but you can create additional custom types to organize your documents.

 

System Types

 

Let's configure the system types.

 

1.Browse to Utilities>Document Manager
2.Click Permissions next to the Invoices system type
3.Set permissions as appropriate
4.Click Save to close the dialog
5.Click Applets
6.For this tutorial, review the preconfigured Applets where Invoices can be accessed (e.g. uploaded, downloaded, etc.)
7.Make any changes as appropriate
8.Click Save
9.Click Save from the Document Manager toolbar

 

Custom Types

 

Next, let's configure a Custom Type.

 

For this tutorial, we'll configure a Document Type for Expense Receipts which can be used for attaching receipts to Expense Sheets (etc.).

 

The same setup principles below can be applied when creating any Custom Type.

 

1.Browse to Utilities>Document Manager
2.Enter Receipts as the type name
3.Click Save from the toolbar
4.Back on the Receipts line, click Permissions
5.When prompted, set permissions as appropriate
6.Click Save to close the dialog
7.Click Applets
8.When prompted, select Expense Sheets. This will make document uploads available for this type via InFocus Mobile Expense Sheets and Personal>Expense Sheets in InFocus Desktop.
9.Click Save to close the dialogue
10.Click Save from the Document Manager toolbar

 

 

Setup Complete

 

Read more tutorials on working with Documents in the Clearview Support Help Center (click and scroll down to Document Manager section)