Configuring circulation options

The Document Circulations add-on can be configured for individual workspaces.

To configure the circulation options:

Before you begin

Verify that the Document Circulations add-on has been installed. If the module is installed and available, it should appear as Document Circulations in the Modules folder of the Advanced Settings branch in the workspace configuration tree.

1. In the Settings view, expand the name of the workspace in which you want to configure the options, expand Advanced Settings, expand Modules, and click Document Circulations. A page showing the current circulation options appears.
2. Click options or type values using the descriptions in the following table. To clear a current setting, select the checkbox nearest to the setting that you want to clear. The setting will be cleared when you save your changes.

Note    For more information about a particular option, hover the pointer over the help icon or click the option caption to see a brief description of the option.

3. Click Save Changes. The page refreshes to show the effective settings.
4. If you want users to be able to delegate their responses to circulations to other users, assign the Delegate permission in the Document circulations group to the appropriate roles as described in Creating, editing, and deleting roles.