This Help section includes articles, dedicated to document management settings and is intended for the specialists, who implement the system.
To configure the document management, first you have to create records classification scheme, which has to include registration offices, document sections and categories, in which documents will be registered. Assign users, who will have access to registering documents. Configure the document numeration order and number generation rules for categories. After that, you have to publish the records classification scheme. You cannot work with the classification scheme without publishing it.
Configure the document types, which will be used in the document management: specify default folder for the documents, select users, who will have access to creating documents of a certain type, add templates for creating document versions and so on.
You can simplify the document registration in the system. To do so, configure registration variants for different document types.
