Administration Guide

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:

• Modify or Delete an Application

• Clone an Application

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.