By default there are 3 managed document types that can be edited or deleted in the administrator settings. In the administrator settings, administrators can also add other managed document types to the list seen in the managed document summary screen. The order seen in the summary screen is reflected by the order number the type is given in the settings.
The toggle switches and filter bar can help simplify the search for managed documents that have been created in the company you are associated to.
You can change the order of the table content by clicking on the sort icons next to the heading you want to sort the list by. You can sort by titles, tags, groups and status in alphabetical or reverse alphabetical order. The review date and updated on date can be sorted in ascending or descending order.
The status of managed documents are the same as processes and value streams. A managed document can have a status of draft, published, overdue, offline or deleted. Users can only access managed documents that have been published if they are not a stakeholder.
Private managed documents can also be set. Private managed documents can only be accessed by stakeholders.
You can add a new managed document by clicking on the green Add Document button in the top right corner of the summary screen. To add a managed document, you need to have the add managed documents permission enabled on your user settings by an administrator. Ensure the correct managed document type is selected before adding the document to the wrong type.
To delete managed documents, you can select as many as you want and click on the delete button.
You can also change the ownership of managed documents using the Bulk Change button.
