iRDOCUMENTS is a common file for document management that links to PORTAL 4.3+, PORTAL Web Services (PWS) v3+, SchoolForms Online (SFO) v2+, SANDBOX Web Services (SBWS) v3+, and HEALTH v2+.
Within iRDOCUMENTS, administrators will:
- Set appropriate Security Groups to forms
- Assign Privilege Sets to Security Groups
- Set the container field option (for the documents) to be stored internally or externally, to secure storage or open storage). See this link for details: https://support.claris.com/s/article/Storage-options-for-container-data-1503693000044?language=en_US
Most document-related tasks will be performed by every-day users within their core solutions, such as:
- View PDFs of documents
- Add ad hoc documents
- Replace forms submitted in error