Administration Guide
Introduction
Using this guide
System Look and Feel
System Navigation
Central Administration
Content Area
Main Screen Components
Audit Log Event Details
Definitions
Getting Started
Navigation and Views
NextDocs Navigation
NextDocs Views
NextDocs Alerts
Feature Availability
About NextDocs
Accessing About NextDocs
SharePoint Site Collection
Getting Started
Site Collections
Create a New Site Collection
Configure the Site Collection
Subsites
Create a subsite:
Unique Permissions
Site Security
SharePoint Groups
Permission Levels
Document Libraries
Create a Document Library
Configure a Document Library
Site Content Types
Create a Site Content Type
Configure a Site Content Type
Site Columns
Create a Site Column
Configure a Site Column
Manage Site Columns
Add a Site Column to an Environment
Custom Lists
Create a Custom List
Configure a Custom List
Nintex Workflow Designer
Nintex Workflow Designer
Nintex Workflow Creation
Nintex Workflow Designer Access
Nintex Screen Components
Nintex Workflow Designer Ribbon
Nintex Workflow Designer Actions
Create a Workflow
NextDocs Custom Workflow Actions
Workflow Publish
Workflow Management
NextDocs Templates and Features
NextDocs Templates
Document Numbering Templates
Create a Document Numbering Template
Manage a Document Numbering Template
Lifecycle Templates
Import/Export a Lifecycle Template
Manually Create a Lifecycle Template
Manage a Lifecycle Template
Overlay Templates
Create an Overlay Template
Manage Overlay Templates
Watermark Templates
Create a Watermark Template
Manage Watermark Templates
NextDocs Features
Audit Log
Feature Configuration
Feature Activation
Auto Document Naming
Feature Configuration
Feature Activation
Auto Populate Fields
Auto Workflow Start
Feature Configuration
Feature Activation
Feature Component
Change Request
Feature Configuration
Feature Activation
Feature Components
Document Lifecycle
Lifecycle Stage Configuration
Feature Configuration
Feature Activation
Document Numbering
Document Numbering Template Prioritization
Document Numbering Across Environments
Feature Configuration
Feature Activation
Document Relationships
Document Relationship Columns
Document Relationship UI
Relationship Types
Binding Rules
Entity Types
Relationship Creation Permissions
Relationship Deletion Permission
Required Metadata
Manage Lifecycle Reset of Parent
Document Relationship Audit Log Entries
Feature Activation
eApproval/Digital Signature
Digital Signatures
eApproval Authentication
NextDocs Digital Signature Authentication
Feature Configuration
Feature Activation
Employee Training
PDF Operations
Default Settings for PDF Rendition
Advanced Settings for PDF Rendition
Feature Configuration
Feature Activation
Reason For Change
Feature Activation
Smart Document
Version Number Metadata
Feature Activation
Update Fields
Feature Activation
NextDocs Features Report
Administrator Guide
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Introduction
The Administrator guide helps you with SharePoint configuration and with the process to create and maintain NextDocs eDMS.
Getting Started
Use this guide to discover how to navigate and manage NextDocs and learn more about the features it offers to all customers.
SharePoint Site Collection
Learn how to create, deploy and configure SharePoint to host your NextDocs solution.
NextDocs Templates and Features
Create NextDocs templates to be able to configure and enable the features available.