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  2. Document management, metadata and archiving

Document management, metadata and archiving

Document storage, archiving and enrichment with metadata

Data retention and removal

  • Data retention and deletion

Inserting and searching meta data

  • Use of tags
  • Enter or edit metadata
  • Search using metadata
  • Display metadata columns in the files view

Managing meta data

  • Metadata overview
  • Metadata administration
  • Add metadata fields
  • Add metadata templates
  • Add date-type metadata
  • Add person-type metadata

See all 8 articles

Managing documents

  • Share a file
  • View and process files
  • Read files in the files preview
  • Search files
  • Mark a file as archived
  • Rename a file

See all 7 articles

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