Document Management Configuration Tasks

The ERP administrator is must perform the following tasks related to document management configuration:

Miscellaneous tasks

  • Use the Document Types (dmdoc2510m000) session to define document types.
  • Use the Mask Configuration (dmcom0520m000) session to define masks.

Tasks related to registering document hard copy details

  • Use the Locations (dmdoc3110m000) session to register all locations used to store the hard copies.
  • Use the Medium (dmdoc3130m000) session to define all the mediums in which the hard copies are stored.
  • Use the Sizes (dmdoc3140m000) session to define page sizes used to print information on the hard copies.

Tasks related to file management

  • Use the File Types (dmdoc4110m000) session to define file types.
  • Use the Hosts (dmdoc5500m000) session to register all network nodes to be accessed from Document Management as hosts and to register the hosts that have the vault server component that runs the nodes.
  • Use the Areas (dmdoc5120m000) session to register all directories to be accessed from Document Management as areas.
  • Use the Work Area Assignments (dmdoc5130m000) session to assign work areas to users.
  • Use the Mounted Areas (dmdoc5150m000) session to register the path of mounted areas for each system that must be mounted.