Document Actions
3.
Entity
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Entities may represent the entities of internal or external audits. They may represent client companies of the firm, or departments within a company.
Entities have names, short names, and numbers. The Entity names do not need to be unique but Entity numbers must be unique site wide. Entity names and Entity short names can have all characters except ` * “ \ and ?. Entity numbers must be alphanumeric. The short names will always be in capital letters.
The short name can be either set by the user, or automatically created by the OpenEngagement DMS. If it is created automatically, it will be given the first ten characters of the Entity name in upper case.
The navigation portlet shows the Entity name, but the table views in the Documents tabs show the Entity short name.
Entities may be created within Entities any number of levels deep, and so some Entities may actually represent groups of Entities. It is not necessary that any given Entity contain any Sections, so some Entities may simply contain sub-Entities and no Sections, and therefore no Documents. Other Entities may contain both Sections, and so Documents, as well as sub-Entities.