[Mayan EDMS: 2337] Restricting upload to one document

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[Mayan EDMS: 2337] Restricting upload to one document

Anthony Sica
Greetings - I am working to adapt mayan for a particular need and wondering if there is a way to only allow upload of one document. as you know, currently the system allows multiple files uploads for a single metadata.... 

Thanks - love the platform!

Anthony

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[Mayan EDMS: 2340] Re: Restricting upload to one document

ericriggs42
I'm not use I understand. I think you are mixing several concepts. 

* Document types are classes of documents: receipts, statements, invoices.
* Documents are instances of document types. You can upload many for each but each document can only be of one type. 
* Metadata is just user data that you attach to documents.

You can control which document types can be uploaded by creating a new Role/Group combination and granting the document create permission for the specific Document types you can to allow users of that Role/Group to be able to upload.

When you create a metadata type it is not automatically available to all document types, you have to define the relationship between the metadata types and document types. This is how you control which documents can have which metadata assigned.

On Monday, March 12, 2018 at 10:39:39 AM UTC-4, Anthony Sica wrote:
Greetings - I am working to adapt mayan for a particular need and wondering if there is a way to only allow upload of one document. as you know, currently the system allows multiple files uploads for a single metadata.... 

Thanks - love the platform!

Anthony

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[Mayan EDMS: 2355] Re: Restricting upload to one document

Anthony Sica
Hi Eric - I think my question is much simpler. :)

I would like the ability to only upload one document when doing a document upload. in the case of a document type: invoice, I would only want to provide the ability to enter the metadata for the invoice and then upload invoice. in my current setup, 

in my current setup, I enter information about an invoice and when I upload two documents, it stores two invoices documents with the same invoice property.... 

make sense?



On Tuesday, March 13, 2018 at 1:19:41 AM UTC-4, [hidden email] wrote:
I'm not use I understand. I think you are mixing several concepts. 

* Document types are classes of documents: receipts, statements, invoices.
* Documents are instances of document types. You can upload many for each but each document can only be of one type. 
* Metadata is just user data that you attach to documents.

You can control which document types can be uploaded by creating a new Role/Group combination and granting the document create permission for the specific Document types you can to allow users of that Role/Group to be able to upload.

When you create a metadata type it is not automatically available to all document types, you have to define the relationship between the metadata types and document types. This is how you control which documents can have which metadata assigned.

On Monday, March 12, 2018 at 10:39:39 AM UTC-4, Anthony Sica wrote:
Greetings - I am working to adapt mayan for a particular need and wondering if there is a way to only allow upload of one document. as you know, currently the system allows multiple files uploads for a single metadata.... 

Thanks - love the platform!

Anthony

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