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Collaboration, Permissions, and Workflows

A sophisticated DMS GUI should make collaboration and security discoverable without being noisy.

Sharing & Permissions Drawer​

Access Levels​

RoleCapabilities
ViewRead-only access
CommentView + add comments
EditView + modify content
ManageFull control including permissions
RestrictedLimited view (redacted)
  • Organization-only
  • Specific groups
  • External with expiry

Quick Presets​

Align with internal policies:

  • "Internal read-only"
  • "Legal-only"
  • "Department confidential"

Specification​

Configuration Options​

OptionTypeDefaultDescription
option1string"default"First option
option2int10Second option
option3booltrueThird option

Schema Reference​

Data Structure​

field_name:
  type: string
  required: true
  description: Field description
  example: "example_value"

API Reference​

Endpoint Overview​

MethodEndpointDescription
GET/api/v1/resourceList resources
POST/api/v1/resourceCreate resource
PUT/api/v1/resource/:idUpdate resource
DELETE/api/v1/resource/:idDelete resource

Comments and Tasks​

Threaded Comments​

  • Mentions with @ syntax
  • Notifications
  • Resolution tracking

Document Tasks​

  • Inline tasks tied to documents
  • Examples:
    • "Review by X date"
    • "Sign-off by Y"
  • Due date tracking

My Tasks View​

Aggregate all tasks across documents:

  • Approvals pending
  • Reviews due
  • Actions required

Workflow Dashboards​

Kanban View​

Columns by lifecycle stage:

  • Draft
  • In review
  • Approved
  • Published
  • Archived

Table View​

  • Filter by workflow type:
    • Contract approval
    • Policy review
    • Compliance certification

Metrics​

  • Documents per stage
  • Average time in stage
  • Overdue items

Admin & Governance​

Audit Logs UI​

  • Access logs
  • Change logs
  • Permission modifications

Policy Views​

  • Retention schedules
  • Classification schemes
  • Document counts per category

Component Structure​

// SharePermissionsDrawer.tsx
interface SharePermissionsDrawerProps {
  documentId: string;
  permissions: Permission[];
  onUpdate: (permissions: Permission[]) => void;
}

// CommentsPanel.tsx
interface CommentsPanelProps {
  documentId: string;
  comments: Comment[];
  onAddComment: (comment: CommentInput) => void;
  onResolve: (commentId: string) => void;
}

// TaskList.tsx
interface TaskListProps {
  tasks: Task[];
  onComplete: (taskId: string) => void;
  onAssign: (taskId: string, userId: string) => void;
}

// WorkflowBoard.tsx
interface WorkflowBoardProps {
  documents: Document[];
  stages: WorkflowStage[];
  onMoveDocument: (docId: string, stageId: string) => void;
}

// AdminAuditLog.tsx
interface AdminAuditLogProps {
  logs: AuditLogEntry[];
  filters: AuditLogFilter;
  onFilterChange: (filters: AuditLogFilter) => void;
}

References​