What Data Falls Under This Category
Data for this category primarily comes from project document libraries, configuration lists, meeting minutes, and test reports, and teams update it alongside project phases or upon project completion. Commonly involved documents include completion documents, configuration manuals, training records, and acceptance certificates. Documents typically include fields such as project number, delivery milestone, version number, and signature status. The size of individual documents varies widely, and some completion documents may contain multi-page attachments.
What Constraints Do These Characteristics Impose on the Sharing and Embedding Workflow
Project teams update project document handover and archiving data alongside project phases. The sharing and embedding workflow must adapt to version consistency requirements, ensuring embedded documents always point to the latest versions. Individual document sizes vary widely, so embedded components must support dynamic loading of large attachments to avoid page freezes. Documents include fields such as project number and signature status, so sharing links must carry corresponding project identifiers to ensure clients receive materials matching their specific project. Additionally, data sources are dispersed, so administrators configure embedding settings to support syncing the latest documents from multiple data sources to avoid incomplete document sets.
How to Configure Settings
| Configuration Item | Suggested Approach | Rationale |
|---|---|---|
Sharing Entry shareId | Copy the full sharing link generated by the system; do not manually replace identifiers | This approach identifies the sharing entry; business records and data permissions for project document handover and archiving must still be handled by external systems |
| Sharing Link Validity Period | Test starting point: 7 days; adjust based on actual testing of project document handover and archiving collaboration cycles and revocation requirements | Verify availability within the valid period and access behavior after expiration; this value is not an official default or industry statistic |
| QPM | Test starting point: 20 requests per user per minute; adjust based on actual load | This approach limits access frequency for a single user; validation combines request logs and actual load |
| Identity Verification | When identity permission requirements apply, first verify commercial edition capabilities and the uid returned by third-party identity services | Holding a sharing link does not equate to having business data permissions; teams must verify third-party identity and data scope separately |
| Quoted Content Display | Select display configurations for quoted snippets, full text, or original text based on the sensitivity level of project document handover and archiving materials | Teams check displayed content within authorized data ranges; hidden interfaces cannot substitute for data permission controls |
| Conversation Record Verification | Test example: Prepare 10 project document handover and archiving Q&A samples, and check each on the same browser and another device | Anonymous records rely on local browser identity; teams cannot guarantee retention across devices or after cache clearance |
The sharing link validity period settings in this configuration apply to FastGPT v4.17.0. All remaining configurations are implemented by external business systems.
Three Common Mistakes
- Sharing entries related to project document handover and archiving fail to open. Teams first verify the full system-generated link and its validity period, then cross-check browser request statuses; manual replacement of
shareIdis prohibited. - The visible scope of project document handover and archiving data does not match expectations. Teams cross-verify third-party identity verification results, workflow request parameters, and data permissions from external systems; the sharing entry identifier itself does not provide business authorization.
- The same project document handover and archiving Q&A is not visible on another device. For anonymous scenarios, teams first verify device, browser, and local identity status; teams cannot guarantee retention across devices or after cache clearance, and service anomalies cannot be judged solely based on this phenomenon.
How to Confirm Proper Configuration
- Teams access the generated embedding link, and check that the displayed document list matches the archived documents for the current project.
- Teams open the embedding page in a mainstream browser other than IE, and confirm that documents load without freezes or error prompts.
- Teams modify a document in the project document library, wait for sync to complete, refresh the embedding page, and confirm that page content updates.
- Teams use an identity not authorized by the external business system to attempt access to the embedding page, and confirm that the system blocks retrieval of corresponding project document content.
Note: The configuration values provided are common starting points and should be evaluated against the reader's own samples.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.