Configure Document management
Use document management to distribute documents through InSite and/or OutSite. This will mean that uncontrolled documents are not doing the rounds through the organisation. Documents are based on templates with which you determine which employees may draw up documents and which employees may read documents. Examples of documents are newsletters, minutes, personnel regulations, etc.
Video
Description
A document template determines the following:
- Publishing documents on InSite and/or OutSite
Authors, for example, publish the newsletters on both InSite and OutSite so that both customers and employees can read them. You, of course, publish the employee handbook only on InSite.
- Document type
If an author adds a document, he or she can fill in the text, link a document (for example a PDF) or add a hyperlink to a document. Combinations of this are also possible.
- Authors
Employees who may add or change documents.
Example:
Two author layers have been defined at the Controlling template.
Controlling department employees may add documents and may change their own documents. Managers of the Controlling Department may add documents and may change all documents, based on the Controlling template.
- Readers
Employees who may consult documents. Readers can add responses if they are allowed to do so for a document. You can determine that readers must approve specific documents based on the template. This may be necessary for important messages such as changes to the employee handbook. You will know for sure in this way that every employee is aware of the current state of affairs.
Outline overview of configuring Document management:
Procedure
- Add a document template
- Activate a document template
- Add a document page to the site
- Add document overviews