AODocs library administration - for administrators
Access the library administration interface
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
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
Security settings
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
Configure views
Configure roles
Configure and manage 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