Administration Basics
Start here. Learn the admin interface, user management, and system settings.
Creating Catalogs & Document Types
Design your document hierarchy and define custom metadata.
Configuring Capture Jobs
Automate document ingestion from multiple sources.
Configuring Workflow Basics
Build workflows with triggers, actions, and routing logic.
Configuring Approval Processes
Set up multi-level approvals with notifications and escalations.
Configuring Packet Templates
Create reusable packet templates for document grouping.
Configuring Zonal Recognition
Set up intelligent OCR for automated data extraction.
Troubleshooting Basics
Diagnose and fix common issues with log analysis.
12 Things About Document Workflow
Deep dive into workflow design patterns and best practices.
12 Things About Document Security
Master security configuration and compliance requirements.