Select default document archive directory

Provides information for selecting the default document archive for documents spreadsheets, and other files.

Activate document management

Provides information for enabling document management for the user.

Create a new document type

Provides information for creating a new document type.

Create a note

Provides information for creating a new note.

Copy a note or document reference

Provides information for copying notes and documents from record to record.

Create a reference to an existing document

Provides information for linking a record to an existing file.

Export and import a document type

Provides information for exporting and exporting document types.

Set up template integration

Provides information for setting up a document template and selecting the data to be transferred to documents created based on the template.

Lock or unlock document references

Provides information for locking the document reference view.

Move the document archive

Provides information for moving a document archive from one computer or server to another.