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Documents

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18 articles

Presentation of the Documents application

What does the application Documents do?

Documents and folders management

How to upload documents?

How to share documents?

What actions are available from the control panel?

How to update a document?

How to request a document?

How to manage folders?

The rights on the files in Documents application

History of user access to a document in DMS

Managing automatic rules and workflows

How to set up an approval helper?

How to set up the electronic delivery of pay slip helper?

The expiration of documents by company

Access document expiration configuration customization

Customize the expiration process configuration by client

Delete a document expiration process customization for a client

Create an expiration process in a customized configuration

Delete an expiration process in a customized configuration

Schedule automatic document deletion in a customized configuration

Schedule a document renewal request in a customized configuration