This guide provides instructions for various Autoform DM administration tasks.
Application Management
Add a Document Import Application — You can create import applications that enable users to upload documents and provide metadata for them.
Other application management tasks:
Document Retention
Manage Document Retention Policies — The Document Retention Manager provides the ability to set policies that govern when a document will be automatically deleted from the archive. This guide introduces the tool and describes how to create a retention policy.
User Access Management
Remove a User's Access to Autoform DM — There are two ways to remove a user's access to Autoform DM. This guide compares both methods and provides instructions for each one.
Licensing
Autoform DM Licensing — Explains Autoform DM licensing and describes how to get, install, and update a license.
Back Up and Restore
Back Up and Restore Autoform DM — Provides information and guidance on how to back up an Autoform DM installation and restore it in a recovery situation.
Configuration Management
Configuration Management — Describes the concepts involved in managing Autoform DM configurations and describes how to export and import configurations.