How To Enable Document Handling

To start using Document Handling, enable the Document Handling feature in your TM Master office installation.

To enable Document Handling:

1. Ensure that your environment meets the following requirements:
   • Access rights

Your account is a member of the “Administrator” group in TM Master. (To check the user membership, visit the Administration section.)

• Office installation vs. ship installation

First enable Document Handling in the office installations (the Office Installation checkbox is marked on System-> Settings -> the General tab), and then replicate this setting to your ship installations.

• License

Your license should allow the Tmv2_DocumentHandling module. (Check that

Tmv2_DocumentHandling is enabled in the Module overview list in System -> Settings.)

• (If applicable) Using the SQL Server Filesystem feature o The SQL Server authentication is enabled on the SQL Server. o File location for documents must be on the same computer as the SQL Server.
• Go System -> Settings, click the Documents tab and check the Use Document Handling checkbox.
• Define how the system should handle File UserRights for groups in the Document handling groups Setting: 
  • UserGroupAndCrewType both group types should be available for use in the system;
  • UserGroup group types should be available for use in the system;          CrewType crew types should be available for use in the system.
• Click Save in the upper left part of the toolbar to save changes.
• (If asked) Restart TM Master.

For the office installation, the Document handling feature will be enabled after program restart and for unit installations -- after the first replication pass from the office.

To disable Document Handling:

• Go System -> Settings, click the Documents tab and uncheck the Use Document Handling checkbox.

Once you disable Document Handling:

• The Doc Handling features will be unavailable
• The access rights assigned to files will preserve, i.e. the files will stay read-only.