Roles tab
Create, modify, and delete document roles for the database.
Toolbar
The toolbar at the top of the Roles tab provides a set of actions for maintaining document roles.
Icon |
Item |
Description |
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Add |
Opens the Add document role dialog, where you can create a new document role in the database. To create a new document role, enter a name for the new document role and a brief description. Important: The names of global roles and document roles
have to be unique within the database.
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Edit |
Opens the General tab for the document role currently selected in the role table, where you can modify this document role. |
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Remove |
Opens a dialog where you can delete the currently selected document role from the database. |
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none |
free text filter |
Displays only the document roles in the table whose name contains the character sequence you enter in the text box. |
Table
The table below the toolbar displays details on the currently available document roles.
Item |
Description |
---|---|
Name |
Lists the names of all document roles set up in the database or, if you set a filter, of the document roles that match the filter. |
Description |
Provides brief descriptions of the document roles listed in the Name column. |