Document Management Software
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Group Permissions

Document Management

  • Doc Delete: Ability to logically delete documents.
  • Doc Export/Email: Ability to export and email documents.
  • Doc Hold: Ability to place a “hold” on a document, making it so the document cannot be modified until the “hold” is removed.
  • Release Hold: Ability to release a hold on all documents the user can access.
  • Doc Finalize: Ability to finalize a document, making it so it can no longer be modified in any way.
  • Doc Check-In/Out: Ability to check a document out, then back in as a new version.
  • Release Check-Out: Ability to release checked out documents.
  • Recover: Ability to recover logically deleted documents and folders, as well as document versions.
  • Doc View: Ability to view documents.
  • Doc Add: Ability to add new documents.
  • Doc Edit: Ability to edit documents.
  • Process Mail Merge: Ability to process mail merge templates.
  • Mail Merge Template: Ability to create mail merge templates.
  • Workflow/Onboard: Ability to add, edit and delete Workflows and Onboards.
  • Retention: Ability to add, edit and delete Retention Settings.

CM Management

  • CM Read: Ability to view the CM menu in PinPoint.
  • CM Edit: Ability to add and edit Campaigns, Opportunities, Reminders, Appointments and CM Templates.
  • CM Delete: Ability to delete Campaigns, Opportunities, Reminders, Appointments and CM Templates.
  • CM Acc Read: Ability to view Accounts and Contacts.
  • CM Acc Edit: Ability to add and edit Accounts and Contacts.
  • CM Acc Delete: Ability to delete Accounts and Contacts.

Security Management

  • Group: Ability to add, edit and delete security groups.
  • User: Ability to add, edit and delete non-Super Users.
  • Audit Log: Ability to access the system Audit Log, showing all activity within the system.
  • Distribution/Temp/Prox: Ability to add, edit and delete Distribution Rules, Templates and Proximity Search.
  • Report: Ability to run all system reports.

Structure Management

  • Doc Type Add: Ability to create document types.
  • Doc Type Edit: Ability to edit existing document types.
  • Doc Type Delete: Ability to delete document types that are not being used.
  • Cabinet Add: Ability to create cabinets.
  • Cabinet Edit: Ability to edit existing cabinets.
  • Cabinet Delete: Ability to delete empty cabinets.
  • Manage Folder: Ability to add, edit and delete folders.
  • LMS: Ability to Manage Courses.

Table of Contents

To view or download the entire manual as a PDF, click here.

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
  • Adding a Folder
  • Changing Folder Information
  • Deleting a Folder
  • Recovering a Folder
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents

    • Filing a Single Document
    • Filing Multiple Documents
    • ARIE Functions

Document Handling
  • Content Search
  • Folder Details
  • FX Functions
  • Creating Stamps
  • Merge Pages to Existing Document
  • Running a Mail Merge
  • Mail Merge Templates
  • Managing Forms
  • Managing Tags
  • Variable Naming
  • Document Retention
  • Recover Documents and Folders
Workflow
  • Completing a Workflow
  • Managing Workflow
  • Managing Multiple Workflows
  • Reassign Workflow
  • Managing Notes & Reminders
  • Supervisor Workflow Management
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Using Setup for Cabinet/Document Types
  • Managing Departments
  • Managing Languages
  • Broadcasting a Message
  • Company Branding
  • SMTP Settings
  • Administrative Logs
Dashboard
  • Regular Dashboard
  • Express Dashboard

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