Document Search
The documents search use cases controls which document types are returned to a given vendor during a search. This use case assumes that the vendor has been given document type access through the OpenTypes.DOCUMENT property settings. Without explicit access, the vendor should be unable to find any documents other than those that are already owned by (created by) the vendor
You can test this use case by performing the following steps:
1. Log into the system as the vendor.
2. From the side navigation bar, select > .
The system displays the Find: Document page. This page is identical to the Find: Document page for a non-vendor user.
Executing a search is consistent with that of a non-vendor user.
In summary, vendors can access documents using multiple features of the system:
• From the search functionality in the PTC FlexPLM header. Vendors can search for documents that they are the owner of or have access to through a property setting.
• From the Product Documents page for products to which the vendor has access. Adding a new reference document to the product allows the vendor to access the document library.
Any links, including those on subsequent pages, follow permissions in the Type and Attribute Management utility, with the exception of those document types to which the vendor is explicitly granted access through property settings in the custom.VendorPortal.properties file.