Set up MarkView Document Library

MarkView Document Library lets an employee store different types of non-MarkView documents and related metadata in a central repository. MarkView Document Library provides permissions-based retrieval of documents stored in the library.

Paper documents must be converted to electronic documents. Once converted, employees can upload documents from their desktop.

Non-MarkView documents are stored in their native file format. For example, an employee can store PDF files, spreadsheet files, and other document types in Document Library.

An employee must belong to the right role and user group to add or retrieve documents from Document Library.

To set up the library for basic use, the MarkView Administrator:

  • Creates Document Types to use in MarkView Document Library.

  • Creates Object Types that provide a framework with which to associate document types.

  • Creates Object Properties to facilitate indexing and searching the library.

  • Associates Document Types with Object Types.

  • Gives MarkView User Groups authorization to access Object Types and Document Types.

  • Assigns users to the user group that will have access to MarkView Document Library.

Object types, document types, and privileges are interrelated to facilitate easy storage and access.