Document Storage Setup Window

Use this window to manage document categories, types, and allowed file types and sizes for Desktop and J1 Web. Each category can have several document types. For example, the Transcript category could have High School, Transfer, and Internal types.

Document Category Tab

The following categories are provided by Jenzabar:

·       Admissions

·       Communication Management Attachments

·       Development

·       Events

·       Financial Aid

·       General

·       Student Life Room Damage

·       Student Life Violation Incident

·       Transcript

You can designate categories as active, determine the order in which they will appear in drop-down lists, and configure where saved files in a category will be saved. Categories cannot be added or removed, but you can activate and deactivate them to determine which are available for use.

At least one document type for each category you want to use must be defined on the Document Type Definition tab. 

  
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This tab also links to where you define available file types and maximum file sizes for each category.
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Document Type Definition Tab

Use this tab to Here you define manage various types for each document category. You must define at least one document type for each category you wish want to use. You can create and delete types, activate and deactivate them, and you can make one type the default for each category, configure their display order in drop-down lists, and determine where the files will be stored. Externalbase and Externalcatalog will show the default database and catalog associated with a selected third-party provider.
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In the Owner drop-down list, you can select from available users, groups, or J1 Web roles. An Owner is required, and the owner has all permissions to all documents of that type, regardless of what other permissions have been granted or denied.

How To

View and Edit Document Categories

Define Allowable File Types and Maximum Sizes

View, Edit, Add, or Delete Document Types

Related Topics

Document Storage System Overview

Permissions in Document Storage

Document Configuration Window

Document Master Window

Transcripts in Document Storage

Document Security Window