AODocs library administration — for administrators
Access the library administration interface
General settings
- Configure your library's general settings
- Define a URL for redirection
- Configure the home URL of your library
- Define a notification address
- Configure how properties and the time are displayed in workflow emails
- Customize your library homepage
Configure document classes
- What are document classes?
- Create and configure document classes
- Create and configure custom properties
- Organize custom properties in sections
- Configure help text for custom properties
- Configure data validation for custom properties
Security settings
- Configure security settings in Document Management libraries
- Configure security settings in Secured Folders from AODocs
- Configure security settings in Team Folders from AODocs
- Configure inherited permissions in document classes
- Prevent users from overriding inherited permissions
- Prevent contributors from sharing documents
Categories
- What are categories?
- [video] How to create and configure categories?
- Create categories
- [video] How to configure category sublevels?
- Configure category sublevels
- Define category sublevels with a CSV file
Configure views
Configure roles
Configure and manage workflows
- What are workflows?
- Step 1: Assessment of your business need
- Step 2: Create workflow states
- Step 3: Add workflow transitions
- Step 4: Create workflow email templates
- Step 5a: Configure workflow emails – Action emails