Objects
Objects are those things that have documentation associated/attached to them. To effectively manage the ‘filing’ of those documents we create a Document Structure.
An Object is associated with an Object Type. Object types are predefined and you can choose from;
Contacts - Councils
Contacts - Staff
Contacts - Suppliers
Display Centre
Display Project/Home
Document Library
Estate
Estate Stage
House Series
Document Structures
Document structures are created around a particular type of ‘thing’ (Object). It is similar to a traditional network or disk folder structure where files can be organised. Below is an example of a document structure for a project;
You can define permissions on what roles are required to be able to access the Document Structure. In addition to the standard platform roles, you can create your own roles;
Document Types
Document Types are the definition of specific documents that are to be captured and managed within a document structure.
A Document Type profiles all information about an expected document, from its name, where it will be stored, to the permissions around who can work with the document.