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How to default storage content server?

rohitsswami87
Discoverer
0 Kudos

Hello, Experts!

I want to do settings as below-

1) After saving document it should automatically save to content server without asking where to save it!

2) I have created one document type for that i want to attach only pdf files. It should throw error if other file type is attached(Eg. word,excel,jpg,png..)

Please give your suggestions!!

thanks in advance!!

Accepted Solutions (1)

Accepted Solutions (1)

former_member213716
Participant
0 Kudos

Hi Rohit,

You need to create profile and make necessary configuration under 

SPRO-> Cross-Application Components->Document Management->General data ->Define profile->

1.     Here define a profile key

2.     create a Role in PFGC

3.     assign that role with Profile key

4.     define  workstation app with profile key and storage category in "Determine definitions for applications" node

Now assign this role to your user

this will save document automatically in content server without asking.

for making document type default with work application

go to DC10 and assign pdf in "Default Appl." of your docu type.

I hope this will resolve both of your query.

rgds

rajesh

rohitsswami87
Discoverer
0 Kudos

Thanks a lot Rajesh!!

Answers (1)

Answers (1)

former_member204787
Contributor
0 Kudos

Hi Rohit,

1.  You need to create profile and make necessary configuration under   SPRO-> cross.appl->DMS->General data ->Define profile->

2.  Define your type of work application(PDF or WRD) in DC10 .

Regards,

chandu.

rohitsswami87
Discoverer
0 Kudos

Hi! Chandu!

Thanks for your reply!