MarkView Administration > MarkView Administration menu > MarkView Admin > Toolsets

Toolsets

A toolset is a collection of tools with which a user can interact with MarkView documents. Any tool that is available in MarkView can be included in a toolset.

Toolsets let you simplify the process of assigning permissions. Once you add the desired tools to a toolset, you can authorize a user group to access and use the tools in the set.

For example, the accounts payable department might have its own toolset. When a new tool becomes available for that department, the administrator can add the tool to the toolset and thereby authorize each person in the department user group to use the tool. When a new person joins the accounts payable department, the administrator adds that person's user ID to the department user group, giving them access to the toolset.

Add a toolset

  1. Select the Toolsets tab and click Add.
  2. Enter a Toolset Name.
  3. Click Save.

Modify a toolset

MarkView generates the ID, which you cannot change.

  1. Select the Toolsets tab and click Details next to the toolset to change.
  2. Continue as follows:

    • To change the toolset name, modify the field as needed, and click Save.

    • To remove the toolset, click Delete.

      Before removing a toolset, remove the tools assigned to the set.

Add a tool to a toolset

  1. Select the Toolsets tab and click Details next to the toolset to which to add a tool.
  2. Select the Toolset Tools tab and click Add.
  3. Click Select Tool to select a tool from the LOV.
  4. In the Tool Sequence within Toolset field, enter a number to assign the tool a place within the toolset sequence.
  5. Click Save.

Modify tools in a toolset

  1. Select the Toolsets tab and click Details next to the toolset to change.
  2. Select the Toolset Tools tab.
  3. Continue as follows:

    • To change the assigned tool, modify the select tool as needed, and click Save.

    • To remove the tool from the toolset, click Delete.