Introduction

This guide helps you to learn how to activate, configure, and use Smart Documents to ensure full compliance for all the documents created and managed by your organization.

The Smart Document feature facilitates the creation of documents by assigning the corresponding metadata needed for the document type. Additionally, it allows the user to auto-name new documents, designate where a document is stored, and copy, move or to re-classify a document.

For options specific to the NextDocs SOP solution, refer to the NextDocs SOP Guide.

The Smart Document:

• Captures the metadata to classify the document and creates the document using the correct content type
• Captures the metadata to correctly index the document
• Creates a folder structure within the library to store the document (if the folder doesn’t already exist)
• Selects the proper authoring template to be used when a document is created