Creating a Business Document Pattern
The business document pattern predefines the category, confidentiality area and encryption associated with a new document.
The
confidentiality area assembles a group of
MEGA objects. The confidentiality area can be associated with
MEGA profiles. This means that users can see not only
MEGA objects defined at confidentiality area level, but also
MEGA objects associated with child confidentiality areas. The user cannot access objects defined in a parent confidentiality area.
Use of confidentiality areas is only proposed with a
MEGA Administration - Supervisor license. For more information, see the
MEGA Administration guide.
To create business document patterns, you must access the MEGA repository in Advanced mode.
To access the repository in advanced mode:
1. Select Tools > Options.
The options window appears.
2. In the tree on the left, select Repository.
3. In the right pane in Metamodel Access, select "Advanced".
4. Click OK.
To create a business document template pattern:
1. Open the Utilities navigation window.
2. Right-click the Business Document Patterns folder and select New > Business Document Pattern.
3. Specify the name of the Business Document Pattern,
4. Select the Encrypted check box so that documents will be encrypted by MEGA at storage.
5. Select the confidentiality area of the system object.
6. Click OK.
A new folder with the name of the business document pattern is created.