infoRouter Document Management Software Document Library Policies allow System Administrators and Library Managers to alter the behavior of infoRouter specific to libraries. By selecting from a series of policies, managers can set rules for "who can perform which operations" in a given library.
To view or change the Library Policies, perform the following.
  1. Navigate to the "Control Panel" by clicking on the "Control Panel" tab.
  2. Click on the "Libraries" link in the "Control Panel" window.
  3. Select a document library by clicking on the line
  4. Click on the Library Policies menu item
The Library Policy parameters are as follows:
  • Create Folders
  • Create Documents
  • Delete Folders
  • Delete Documents
  • Delete Versions
  • Move Inside the Library
  • Move to outside of the Library
  • Change Ownership
  • Read Security List
  • Change Security
  • Add / Change Meta Data
  • Delete Meta Data
  • Checkout Documents
  • Check In Documents
  • Force Check-In Documents
  • Change Document Properties
  • Change Retention Period
  • Edit Document Classification
  • Edit Document Completion Status
  • Read Document Tasks
  • Add / Remove Document Tasks
  • Read Subscriber List
  • Add/Remove Subscriptions
  • Read Document Review Logs
  • Submit / Remove Approval
  • Delete Classification Logs
  • Change Folder Properties
  • Set Folder Rules
  • Compact Folders
  • Read Documents
  • Read Document View Log
  • Read Document SOX Logs
  • Read Document ISO Logs
  • Read Document Classification Logs
  • Read Document Comments
  • Add Comments to Documents
  • Delete Document Comments
  • Delete own comments

Library policies determine which action can be performed and by whom in the Library. Each policy can be tied to a person(role) such as the Library Manager, the system administrator or users with a certain minimum right. An important point to consider is the if someone with "Read" permissions is allowed to perform an action, all permissions that are higher (Change, Full Control etc) can automatically perform the action.

Notice that alongside each Library Policy there may be a check box to indicate "Audit Logging". When checked, infoRouter will begin to log the selected event. These events can then be reached from bot the "Audit Logs" link under the "Folder Properties" window as well as the "Audit Logs" window located in the control panel. The logs located in the control panel display the logs for the entire system.

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