Document Actions
8.
The OpenEngagement CMS Configuration
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This is accessible from the Preferences page.
Most of these options are self-explanatory, but a few will be described here.
Default Entity Sections
This defines which Sections will be created automatically whenever an Entity is created. If this field is empty, no Sections will be created automatically. Users with sufficient permissions will still be able to create additional Sections in Entities. This feature can help ensure a consistent site organization, by having each Entity contain the same set of Sections.
Archive Notification and Days Until Archive
It is possible for users with sufficient permissions to explicitly move Documents from the Completed state to the Archived state. However, the OpenEngagement DMS will also do this automatically for all Documents that are not explicitly moved. Users specify here the number of days after the Document reaches the Completed state before the DMS will automatically transition them to Archived. Users can also specify to be sent a notification email a certain number of days before this date. This gives users a chance to do whatever work is necessary before the Document is essentially frozen.