Documents

You can add the document base path as well as the base path for manual upload within the "General settings" in the images/download/thumbnails/494469269/Dokumente_EN_img.png section. With the setting "Default availability" you set which availability of a document is preset when creating a new document.

With the setting "Use subcategory" you specify whether subcategories are used for documents. The region "Subcategories" is only visible if the option is active.

If you want to specify the documents in a folder structure, then the option "Use folder structure" must be active. The "Folder structure" section is only visible if the option is active.

Category

Within this section you can create, edit or remove categories for documents. To create a new category click on the images/download/thumbnails/494469237/Neu_Icon_EN_img.png -button. Then a view opens in which you must enter at least a name for the category. If you want to edit a category, select the category and click on the images/download/thumbnails/494469243/Editieren_Stift_EN_img.png -button. To remove a category, select the category and click on the images/download/thumbnails/494469456/L%C3%B6schen_X_weiss_EN_img.png -button.

Subcategories

In this section you can enter subcategories for a category. With a click on the images/download/thumbnails/494469237/Neu_Icon_EN_img.png -button you can enter a new subcategory.

If you want to edit a subcategory, first select it in the table and click on the images/download/thumbnails/494469243/Editieren_Stift_EN_img.png -button. If you want to remove a subcategory, first select it in the table and click on theimages/download/thumbnails/494469456/L%C3%B6schen_X_weiss_EN_img.png -button.

Folder structure

With the selection list "Document type" you can choose for which document type the folder structure is adapted. Initially, the type "Standard" is specified, which is displayed for the respective type if you do not specify anything.

You can activate the folder structure for a document type with "Folder structure enabled". If you want to use the standard, you must tick the setting "Use default template". If you use a specific folder structure, do not tick this setting. For example, for an address, the folder structure of the document type "Address" is displayed.

If you want to expand the tree view, you can click the images/download/thumbnails/494470510/Pfeil-runter_breit_img.png -button. To close the tree view, click on the images/download/thumbnails/494470508/Pfeil-rauf_breit_img.png -button.

To add a folder to the structure, select the desired location in the tree view by clicking on it and then click on theimages/download/thumbnails/494469237/Neu_Icon_EN_img.png -button. If you want to edit a folder, click on the images/download/thumbnails/494469243/Editieren_Stift_EN_img.png -button and an editing view opens. If you want to remove a folder, you can only delete a folder without subfolders. To delete, select the folder in the tree view and click on theimages/download/thumbnails/494469456/L%C3%B6schen_X_weiss_EN_img.png -button.

Not allowed document file types

In this section you can exclude file types for uploading documents. You can specify the document type by clicking on theimages/download/thumbnails/494469237/Neu_Icon_EN_img.png -button. A dialogue appears in which you can specify the document type and enter it by clicking on the images/download/thumbnails/494470944/OK_Button-magenta_img.png -button. For example, you can exclude .exe files because these are executable files.

If you want to remove a file type, select the corresponding type and click on the button. images/download/thumbnails/494469456/L%C3%B6schen_X_weiss_EN_img.png -button.

Save the changes with images/download/thumbnails/494471040/Speichern-Haken-gr%C3%BCn_img.png .