| Permissions | The permission sets that can be assigned to an item. |
| Formats | The file formats that can be assigned to new, imported, or checked in files. Additional formats based on the file’s extension might also be available. |
| Types | The repository object types that can be assigned to new or imported files. Each item in a repository has an associated object type. The object type defines the characteristics of the item. For example, there is an object type for documents, an object type for folders, and an object type for email messages. Your organization can create customized object types. |
| Groups | The filters available for narrowing a list of users or groups in a selection list for a permission set or quickflow. |
| Workflows | The workflow templates available for starting a new workflow. |
| Lifecycles | The lifecycles available to assign to a file. Note that when a user assigns a lifecycle to a file, the list of available lifecycles might be narrowed further by the file’s object type. |
| Templates | The templates available for creating new files. Note that when a user selects a template for creating a new file, the list of templates might be narrowed further by the type, and format of the file the user is creating. |
| Actions | The menu items, tool buttons, action links, and action buttons available. |
| Attribute | The default values available for a property when a file is created or linked. This setting follows these rules: If a property is single-valued, and the value is already set, the existing value is not overridden. If the property is multi-valued, the specified value is added. If the data dictionary does not allow the value, the value is not set. If the auto-attribute set of values gets out of synchronization with the data dictionary, the data dictionary set of values is presented to the user. If this setting is applied to a folder, it is applied to all files imported into the folder. When a preset is modified , the changes apply only to newly created items. If this setting is applied to a user, role, or group, it is applied to all files created by that user or the users in that role or group. These cannot have preset values: the object_name attribute, the a_content_type attribute, read-only attributes. If an attribute is read-only because of an item’s current lifecycle, and state, the auto-attribute value is not set. Preset attributes are limited to these types: string, integer, double. For import, if all mandatory attribute values are set by the auto-attribute preset, the import is silent after the user selects files for import.
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| Navigation | The repository nodes available. This applies only when the preset is assigned to a user, group, or role. When you select this rule, you choose the repository nodes available, and you also designate which node is the first node that opens when a user logs in. |