AODocs library administration - for administrators

Access the Library Administration

• What is the Library Administration?
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• Access the Library Administration
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General Settings

• Configure the library General Settings
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• Configure the home URL
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• Define a URL for redirection
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• Define a notification address
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• Translate and change property display in the workflow emails
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• Customize your library homepage
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See all 7 articles

Configure document classes

• What is a document class?
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• Create and configure document classes
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• [video] How to control who can create documents?
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• [video] How to configure classes and properties in AODocs?
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• Configure permissions for creating documents
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• [video] How to prevent editors from sharing documents?
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See all 12 articles

Security settings

• [video] How to share your library and documents with AODocs Document Management library?
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• Configure the library security settings
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• Share your library with external users
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Categories

• What are categories?
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• Create categories
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• [video] How to create and configure categories?
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• Configure a category hierarchy
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• [video] How to configure categories sublevels?
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• Define a category hierarchy with a CSV file
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Configure views

• What are views?
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• Configure views
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• Manage the views in your library
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• [video] How to configure document views in AODocs?
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• [video] How to configure views with filtering criteria?
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• Insert a document list into a Google site
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Configure roles

• What are roles?
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• Configure roles
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Configure workflows

• What are workflows?
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• Step 1: Assessment of your business need
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• Step 2: Configuration - Create workflow states
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• Step 3: Configuration - Add workflow transitions
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• Step 4: Configuration - Configure workflow notifications
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• Step 5: Configuration - Set workflow permissions
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See all 9 articles

Check-in / Check-out

• What is check-out / check-in?
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• [video] How to use and configure check-out / check-in in AODocs ?
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• Configure check-out / check-in
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• Cancel the check-out of a document
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Document relations

• Configure document relations
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AODocs email management

• Notification emails sent by AODocs
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• Configure emails to documents
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Manage deleted documents

• [video] How to recover deleted files and prevent document deletion ?
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• Manage deleted documents and folders
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• Manage the retention period of deleted documents
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Library operations

• Manage jobs
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• [video] How to manage the audit log and documents history?
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• Manage locked documents
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• View the audit log
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• Apply labels to libraries
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