Assign permissions and make settings for versioning and added fields. In an existing directory, first switch to the edit mode to make changes to the directory settings.
- Assign Change permission, Read Permission or Permission to change remarks to either all users or specific users/user groups.
- Activate Document versioning to log changes to objects and save old versions as a copy.
- Insert the names of added fields that are to be available for the directory in the field Added field names for objects.
- Activate Insert all user favourites to display the directory company-wide in all favourites lists without the individual user being able to actively add or delete it.
- Activate Open objects in display mode to prevent frequently read documents from being locked for other users every time they are accessed.
- Create Keywords in the input window at the top right. Use a new line for each keyword.
The keywords are used for categorisation and easier retrieval.
- Save your input by clicking on the icon in the top left-hand corner of the input window.