Initial configuration

This section is important when you need to install the software, and might be important in rare cases when a user needs to edit the configuration of:

• Scheduling.
• Communication modules.
• File folder defaults.
• Backup and archiving.

Topics

• General application settings
• Adding a communication module
• How to license your software
• Adding a Partner
• Configuring how to Analyze Documents and how to Set Metadata: Document Structures
• Adding Document Formats, Document Types & Document SubTypes
• Adding a Workflow
• Adding a Process
• Configuring the Distribution of Documents: Distribution Channels
• Scheduling activities
• Archiving your documents and system messages