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About Catalog Cards

A catalog card represents an externally-created file in Proliance, such as a CAD file. It can also represent physical objects, such as lighting or carpet samples that need to be cataloged and referenced in workspaces.

Catalog cards are managed in the Catalog Cards register within folders. Catalog cards can be confidential or non-confidential. When a catalog card is marked as confidential, it does not get shared with all users in the creator’s company, but rather can be accessed only by the catalog card creator or any other user with Read All Instances permission. Similarly, when doing a workflow or forward operation, the document is made accessible only to the user explicitly addressed in this operation rather than all users in the addressed user’s company.

• Open the Catalog Card register.

Catalog cards can have one or more revisions. When you update a card, you can either update the existing revision or you can create a new revision and update it instead. For more information about revisions, see "About the Revisions Tab".

Information in a catalog card document is organized across the following pages:

• Main: Contains all the commonly used information about a catalog card. For more information, see "Catalog Card - Main".
• Review Process: Lists the users who will review the catalog card and the feedback they've provided. For more information, see "About the Review Process Page".
• Properties: Contains information about the catalog card document itself, such as the user who created the document, and the workspace in which the document was created. For more information, see "Document Properties".

Additional catalog card information is also available on the following tabs:

• Project: Lists the projects the document is linked to. For more information, see "About the Projects Tab"

• References: Displays the revisions of the catalog card and shows other documents that have a relationship to the catalog card. For more information, see "Catalog Card - References Tab".
• Workflow: Enables you to see where the document is in its lifecycle, which users have already performed actions on the document, and which users will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log: Records all the activities of a workspace detail, such as when it was saved, imported, exported, forwarded, or received. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to this catalog card. For more information, see "Attachments Tab".