Agatha V4.1 Configuration Guide

Agatha V4.1 Configuration Guide

This goal of this document is to provide a reference to IT administrators on how to adjust the
configuration of the Agatha application to their specific requirements.

Note that some of the configuration outlined in this guide are only available to specific Agatha modules
and may not be available to your organization. If you need more information on this, please contact
Agatha Support.

Table of Contents
1       Introduction
2       Permission Management
2.1         Permission - Introduction
2.2         Permission - Permission Level - Add new permission level
2.3         Edit permission level
2.4         Permission - Set default user group permission
2.5         Folder template
3       Document Metadata
3.1         Create Extended Metadata
3.2         Edit Metadata
3.3         Remove metadata
3.4         Export metadata list to Excel
3.5         Create country group
3.6         Edit country group
3.7         Create Metadata Group
3.8         Edit Metadata Group
3.9         Remove metadata group
3.10      Export metadata groups list to Excel
4       Audiences
4.1         Create an audience
4.2         Edit audience
4.3         Disable and enable audience
4.4         Set specific audit settings
5       Document Views
5.1         Create View
5.2         Edit View
5.3         Order views
5.4         Edit Default Views for a Workspace
6       Document Lifecycle
6.1         Create a lifecycle
6.2         Edit a lifecycle
7       Artifacts Management
7.1         Artifact - Overview and Creation
7.2         Artifact - Edit
7.3         Artifact - General settings
7.4         Artifact - Creation Options
7.5         Artifact - Copy
7.6         Excuse/Unexcuse Artifact
7.7         Set default artifact
7.8         Remove Artifact
7.9         Artifact - Look and feel
7.9.1          Editing of look and feel
7.9.2          Referencing an Agatha field within the HTML
7.9.3          Conditional display
7.9.4          Styling
7.9.5          Examples of forms
7.9.6          View external documents in webforms
7.9.7          Extraction of the look and feel to MS Word or PDF format
7.10      Artifact - Metadata Options
8       Jobs
8.1         Create a job (organization and workspace)
8.1.1          Export Views: it allows to export a view configured at the workspace level to Excel on a regular basis:
8.1.2          Notify on new documents: Sends out a notification to a group when a new document is added to the workspace
8.1.3          Notify on updated document: Sends out a notification to a group when a document is modified in the workspace
8.1.4          Tasks reminders: Reminds users of tasks on a regular basis
8.1.5          Notify on Checked-out Documents: Remind users that have checked-out documents
8.1.6          Create another document
8.1.7          Change Lifecycle status
8.1.8          Synchronize placeholders
8.1.9          Sync calculated Permission Group
8.1.10        Send notifications / Alerts
8.2         Edit job (workspace and organization)
8.3         Remove job (workspace and organization)
8.4         Artifact and Lifecycle Level Jobs
8.5         View execution of Jobs
9       Other Settings
9.1         Organization General Settings
9.2         Account and Password Policies
9.2.1          Password Policy
9.2.2          Account lockout policy
9.2.3          Organization Security Settings
9.3         Set Inactivity Timeout
9.4         Add Workspace Template
9.5         Edit Workspace Template
9.6         Set specific online viewer settings
9.7         Email template management
9.8         Import files with renditions and with or without attachments
9.9         Custom translations
9.10      Integration - Public API
9.11      Permission - Unitary Permissions
9.11.1        Common Unitary Permissions
9.11.2        Artifact Management
9.11.3        Audience Management
9.11.4        Document Management
9.11.5        Folder Management
9.11.6        Folder Template Management
9.11.7        Lifecycle Management
9.11.8        Metadata Management
9.11.9        Organization Management
9.11.10          Organization Users Management
9.11.11          User groups management
9.11.12          Views Management
9.11.13          Workspace Management
9.11.14          Workspace Template Management
9.11.15          Workspace Users Management

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