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Including Portfolio and Workspace Properties in Your Layout

Any schemas associated with documents that are available in the Workspaces or Portfolios work areas will contain Portfolio Document and Workspace Document XML elements in addition to the elements appropriate to the schema's document type. This enables you to print information about the Portfolio or Workspace from which a document originates (for example, workspace name, address, etc.), and is particularly useful for Portfolios work area Workspace Reporting.

When printing a report using a layout containing Portfolio or Workspace XML elements, the elements may not appear properly in the following situations:

If the user printing the report does not have permission to read Workspace or Portfolio documents, the phrase "Insufficient Permission" will replace the Portfolio or Workspace elements.
If the report is printed from the Organization work area, any Workspace or Portfolio elements are inapplicable and will not appear.
If the report is printed on a standalone workspace, any Portfolio elements are inapplicable and will not appear.
Schema tags in the header/footer sections of Word are currently not processed by Proliance; only the body section is processed.

When printing a report containing Portfolio or Workspace XML elements, the phrase "Insufficient Permission" will replace the Portfolio or Workspace elements in the following situations:

The user printing the report does not have permission to read Workspace or Portfolio documents.
The report is printed from the Organization work area. For example, although you can create a Catalog Card custom print layout containing Workspace XML elements, those elements will have no applicable data when printed for a catalog card in the Organization work area.