Foundationatio Manager / Document Workbench Configuration¶

Access Foundation¶

To access the Foundation Service,

Select Foundation Manager from the sysadmin portal.
Click Control Panel
Select Settings > MAGIQ

Workbench Settings¶

Enable sysdmin account¶

Used for sites that are using chrome boxes / google mail / Drive.

Clear target path after save¶

Clears MAGIQ Documents target folder path after each registration.

Register Emails as .email¶

Registers emails with the extension of .email, instead of .msg. The benefit of a .email file is the ability to open the email in any browser.

Google Integration¶

If using Google Drive and Gmail the options of 'Google Drive' and 'Gmail' are ticked, which provides the ability to register emails/documents from those locations when using 'Browse'.

Note

If you have logged into MAGIQ Documents as the system administrator and accessed either Gmail or Google Drive from within the Workbench for the first time, it will use your authentication details from your own personal Google account. Which means, whoever logins into MAGIQ Documents as the system administrator from that point on, and opens the Workbench within Googles' authentication period, they will be able to see your emails and documents without them needing to login/authenticate.

If ticked, and a user logs in as the system administrator and tries to access the Workbench, the below message is displayed

Removing Google access to Foundation¶

Login to your google account https://myaccount.google.com. If these settings are managed by a google account manager (normally IT), then they must do it for the user.
Choose the
Select Connected Apps & Site from the Sign-in and Security gadget
Click Manage Apps within the Apps connected to your account gadget
Click MAGIQ Foundation
Click Remove
Click ok on "Are you sure that you want to remove access? MAGIQ Foundation will no longer have access to your Google Account. You'll need to grant access if you want to use the app or site again"

Retention and Disposition Schedule Viewer URL¶

Path which displays the Retention and Disposal schedule when selecting at document registration time.

Once this is set, it won't need to be changed.

Document Properties URL¶

Path which displays the infoRouter document properties from the "successful upload" message box.

Once this is set, it won't need to be changed.

Mandatory Fields¶

Required Fields¶

Selecting either of the options specifies those fields which are required at registration.

Document Description
Document type
document workflow

Mandatory property sets¶

Specify which custom property set(s) are always required regardless on which document type is selected.

Click
Select the required property set from the Custom Property Sets List dropdown, for example Document Additional Metadata as this has the date of document, date received and box numbers fields
The custom property will appear in blue, as per below example
To delete a custom property set, click

Mandatory property sets - Per Document Type¶

Specify which custom property set(s) are always required when a document is registered, regardless of the document type chosen.

Note

A default custom property set may already be defined on the document type, through the MAGIQ Documents control panel. In which case you do not need to re-apply it. For example, Correspondence Inwards always has Correspondent Information applied.

Select the Document Type that you wish to apply a mandatory custom property set to from the Document Types List
Click
Select the applicable property set from the Custom Property Sets List
The document type with the custom property will display, as per the example below
To delete an entry, click
Click