What Is in This Guide

This administrator guide provides detailed information on how to manage documents, users, and groups in Webdocs - Windows Edition.

Here is what this guide includes:

  • Section 1 Preface describes this administrator guide, how to find the information you need, and how to contact Fortra.

  • Section 2 Introducing Webdocs describes Webdocs - Windows Edition, shows you where to find installation and licensing instructions, and introduces the interface.

  • Section 3Configuring Webdocs shows you how to change Webdocs - Windows Edition's configuration settings.

  • Section 4Setting Up Webdocs shows you how to set up users, groups, folders, and Document Types.

  • Section 5Managing Webdocs shows you how to use the more advanced functionality in Webdocs - Windows Edition.

  • Section 6 Using the Webdocs Route Designer walks you through how to set up and use document routes, for moving documents from approval to approval.

  • Appendices The Appendices provide additional reference information on integrating with other applications, customizing Webdocs - Windows Edition with exit points, and setting up a SQL Server maintenance plan.