Configure Folder Levels

The document organizational structure in doc-link is made up of a combination of document types and top-level folders. This structure can be set up to mirror your company’s organizational structure or company structure in your ERP system.

Top-level folders, also called 'companies' or 'entities', are used to organize and secure documents. All DocLink documents are assigned to one top-level folder. In order to access a document, the user must be a member of a role that grants access to both top-level folder and document type.

With the System Settings window open in the Administrator application,

1. Click on Folders. The Document Folders dialog is displayed.
2. Enter the Singular and Plural names for the folders and at least one level of folders.

   Example:

   1. Singular Name: Company
   2. Plural Name: Companies
3. To add a new folder, click Add. The Add New Document Folder dialog opens
   1. Enter the name and code for your new folder.
   2. Click OK to exit the dialog.
4. The folder code added with the top level folder name references the company code from your ERP system.
5. Click Apply to save your changes, or OK to save and exit the System Settings screen.

As you expand the usage of DocLink to other 'companies' in your organization, you will need to add folders for those companies on this dialog screen.

Configure DocLink System Settings

General System Settings

Change the Document Store from DocLink Database to File System

Licensing and Registration

Global Settings

LDAP

Login Control

SSRS

SMTP

Print to DocLink

Smart Client URL

Web-link