What do I have to configure in order to store documents?

To store documents in d.velop documents, you must create a document structure and enable it for users. All the steps required to create a category with a property are described below. Log into the desired repository as d.3 administration to carry out the configurations.

Creating advanced properties for documents

After you create a project, you create an advanced property.

This is how it works

1. Click Documents and dossiers > Advanced properties > New.
2. Under Title, enter a name for the advanced property, which you can then use in the categories.
3. Click Next to change the optional settings if necessary.
4. Click OK.

You then create a category and assign the advanced property to the category.

Creating a category

After you create an advanced property, you create a category with the type Document type and assign at least one advanced property to the category.

This is how it works

1. Click Documents and dossiers > Document types > New.
2. Enter the name of the category (e.g. Correspondence for all written correspondence).
3. Choose Document type as the category type.
4. Enter a technical abbreviation for the category. We recommend always using the prefix D for the Document type category. For the Dossier type category, we recommend the prefix A. Use uppercase letters and a maximum of five characters (e.g. DCORR for Correspondence. You cannot change the abbreviation later.
5. Enter the service life for the category. The service life determines how long a document is stored in a d.3 repository.
6. Click Next to change other settings.
7. You assign the property you just created to the category under Advanced properties.
8. Click Next to change the optional settings if necessary.
9. Click OK.

To ensure that your users can work with the category, grant your users the authorizations for the category. You can configure rights for groups and individual users.

Creating authorizations

Once you have created a category, you can create an authorization profile for granting authorizations for groups and users.

This is how it works

1. Click Rights > Authorization profiles > New.
2. Enter a descriptive name for the profile (e.g. Full access) and click Next.
3. In the Selection of document classes step, add the category created earlier and click Next.
4. In the Rights assignment step, select the category under Document classes.
5. Under Rights overview, select the appropriate rights for the category. You can choose Assign rights to assign all the rights for the category, for example.
6. Click Finish.

You can then assign the authorization profile to a user or group.