Setting Up Webdocs

This section shows you how to set up Webdocs. If you've already worked through the Webdocs Workbook: A Planning Guide for Both Webdocs iSeries and Webdocs Windows, you are already familiar with the terminology and have made preliminary decisions about users, groups, folders, Document Types, and permissions.

If you don't have a copy of the Webdocs Workbook, contact your Fortra project team or technical support.

For an overview of users, groups, folders, Document Types, and permissions, you can watch the short Webdocs videos available on http://support.rjssoftware.com/product/webdocs-windows#documentation. The videos in this series are:

1. Security - An Overview

2. Users & Groups - An Overview

3. Creating a User

4. Adding a User to a Group

5. Creating a Folder

6. Creating a Document Type

7. Permissions - An Overview

8. Assigning Permissions

To set up Webdocs, follow these topics in order:

1. Creating a User Account

2. Creating a Group

3. Adding Users to a Group

4. Creating a Folder

5. Creating a Document Type

6. Assigning Permissions

When you have finished with this section, see Managing Webdocs for more detail on administrative tasks in Webdocs.