You can set several general defaults and settings for documents in the Document Reference Settings Dialog Box. The following table summarizes these settings. Note that you cannot set some of these options until you have completed later steps to deploy documents. Details about setting these options are covered in later sections.
General Document Settings
| Field | Description |
|---|---|
| Permitted to view Document References |
Indicates whether the document references feature is available to end users or not. By default, this is set to <Do not display in InterAction>. In this case, end users do not see any features in the software related to documents. You cannot change this setting until you create at least one document repository. You can make documents available to all users or just the System Administrator User. However, do not make the feature available to all users until you have fully configured all settings and performed minimal testing. |
| New Document Setting | |
| Default ‘Who can see this’ for documents regarding contacts |
This value determines the default value for the Who can see this field when adding a new document in InterAction. The options are:
For details about how security works for documents, see Security for Documents. |
| Default document type when adding a document reference |
This value determines the default type that is used when users attach new documents. The options are:
Document types are used to identify the purpose or content of the document. Note that the out-of-the-box Attachment document type is always used as the default for e-mail attachments included in activities created from e-mail messages. For details about creating document types, see Configuring Document Types. For information about making document types available when creating or editing documents, see “Determining Where Document Types Are Displayed” in that section. |
| New User Account Settings | |
| Default document repository for all new user accounts |
Defines the document repository that is assigned to new user accounts by default. This is just a default; you can change the repository for a particular user as needed. Each user in InterAction must be assigned a document repository. This is the repository used when the user adds a new document to InterAction. Note that this default is also used for any users who have not been assigned a document repository. Changing this default updates the repository for those users. |