The Document System is the web-based document management system for your entire iMIS system, providing unified management, versioning, and security of your organizational content assets. It lets you view and maintain the full range of definition objects for iMIS:
■ Business objects, used by Business Object Designer (BOD)
■ Queries, used by Intelligent Query Architect (IQA)
■ Workflow definitions
■ Reports
■ HTML files and Microsoft Word files, used for mail merge output
Filtered views
When you use Tools > Document System, you see every type of object (document), but when you see the Document Browser throughout the rest of iMIS, the view is filtered to show you only what you need for that situation. For example, when working with IQA, the Document Browser only shows you queries. In the same way, toolbar commands such as New are filtered so that, when you are working in Business Object Designer, you can create only business objects.
Shortcuts
In the Document System, you can move and copy objects and folders to other folders. Beyond this, you can also create a virtual link (alias) in one folder that points to another object or folder, which keeps you from duplicating objects or folders that you want to share in different contexts.
Security access
iMIS users that belong to the SysAdmin security role can see and maintain all definition objects that exist in the Document System. Users who do not belong to the SysAdmin role see a more limited set of definition objects that is determined by the security privileges (see Setting security access for folders and objects) that are set on each object or on each folder that contains objects.
For example, you can limit the visibility of an entire folder and its definition objects to a specific user-defined security role such as Fundraising Users. Alternatively, you could define that same folder to be visible to Everyone, but limit a few definition objects in that folder to be visible only to Fundraising Users.