Create a drawer - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

To create a new drawer, complete the following steps.

You can restrict a drawer to only allow users to store specified document types at the drawer level. This restriction does not prevent a user from storing a document type in a folder within the drawer.
  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Drawers.
  3. In the right pane, click New.
  4. In the New Drawer dialog box, on the General tab, type the drawer name and an optional description.
  5. To restrict the drawer to allow only specified document types, on the Document Types tab, perform the following substeps.
    1. Select the Allow only selected document types check box.
    2. Optional. To filter the document types according to the list in which they were assigned, in the By list, select a document type list.
    3. Under Available, select a document type and click Add. Continue to add document types that you want to allow at the drawer level.
    4. To change the order in which the document types display in the drawer, in the Selected list, click Move Up or Move Down. For example, you can move the most commonly used document types to the top of the list.
    5. To delete a document type from the list, in the Selected list, select the document type you want to remove and click Remove.
    6. Click OK.
  6. Optional. To have Perceptive Content verify digital signatures for this drawer, on the Digital Signatures tab, perform the following substeps.
    1. Automatically verify signatures for this drawer check box.
    2. For Verification interval, specify the number and time unit for how often you want Perceptive Content to verify the signatures.
  7. Click OK.
  8. Optional. To create a new drawer with the same privilege assignments as another drawer, use the above steps but instead select the drawer you want to copy in step 2, then click Copy instead of New.
    Note: This does NOT copy the documents in the existing drawer to the new drawer.