new to dms

[Former Member]

hi friends

i am new to dms, i am a ps consultant doing dms also

i am able make folders (doc types) and attach documents...

i want to know "how to go for document release and relase strategies" without work flow........as work flow is not in the scope................

can any one help me out..

Regards

surya

[Former Member · Accepted solution]

Hello,

Released status canbe defined in SPRO settings.

Following is the path--- Cross-application component --- Document Managment ---Control Data -- Define Document type-

You will get a list of document types configured.

Select document type & click on Define document status.

Here we can define status network for document type as per requirment.

For e.g. created- checked- approved----Released.

On status Released we can set lock so that after document release no more changes are possible.

After document release, it can be sent to recepients maintianed in recepient list.

Let me know if you need more clarification.

Regards,

Jagruti

[Former Member]

hi

you have to go to change mode of the document

and you have to set the status of the document as

CRTD - Created

WR - Work in Progress

IN - Inspected

RL - Released.

[Former Member]

Hi Surya

You have to first assign the status network in spro for that document type you created.

Select that document type and click on define document status where you can create the the status network. Then you can use the statuses in the front end.

Regards

Prasad

[Former Member]

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