AODocs library administration - for administrators

Access the library administration interface

• What is the library administration?
• Access the library administration

General settings

• Configure your library's general settings
• Configure the home URL of your library
• Define a URL for redirection
• Define a notification address
• Configure how properties and the time are displayed in workflow emails
• Customize your library homepage

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Configure document classes

• What are document classes?
• Create and configure document classes
• [video] How to control who can create documents?
• Manage document creators
• [video] How to prevent editors from sharing documents?
• Restrict users from overriding inherited permissions

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Security settings

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

Categories

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

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Configure views

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

Configure roles

• What are roles?
• Configure roles

Configure workflows

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

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Check-in / Check-out

• What is check-out / check-in?
• [video] How to use and configure check-out / check-in in AODocs?
• Configure manual check-out / check-in

Document relations

• Configure document relations

AODocs email management

• Notification emails sent by AODocs
• Configure emails to documents

Manage deleted documents

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

Library operations

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

Export documents or folders from AODocs

• Export documents or folders to a user's My Drive
• Export documents or folders to Team Folders or Secured Folders

Custom scripts

• Create custom scripts
• Configure custom scripts
• Configure custom actions for workflows
• Configure custom actions for document classes