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All Collections
Setup applications
Documents settings
Documents settings
19 articles
Customise the DMS structure
Before you start
Access to DMS customization
Archive tree structure
Create an element in the DMS archive tree
Move an element to another DMS folder
Rename an element in DMS
Delete an element from the DMS
Follow up of activities on the DMS archive tree structure
Access management for the archive tree
Before you start
Manage access rights by business profile on company archive tree
Manage all customized access
Customize a user access
History of user access to a company in DMS
Access management for the expiration of documents
Before you start
Access document expiration management
Create an expiration process for a document type
Delete an expiration process
Schedule automatic document deletion
Schedule a document renewal request