Set up Documents

Documents administrators configure access, organisation, processing and monitoring. Additional permissions enable form design and AI agents.

Start with the people and groups that will receive item access. Select image to enlarge.

Recommended setup order

1. Confirm account roles and the module permissions in Role Permissions.
2. Create the required Groups and maintain their members.
3. Grant the first root-folder access and define the folder structure with appropriate inheritance.
4. Review Storage quota and upload policies in Configuration → Settings.
5. Configure Classification fields, tags and filing mappings.
6. Enable Content search for the intended types and folders.
7. Configure Email intake and REST APIs only where those processes are needed.
8. Build and test Saved workflows, their failure paths and any folder defaults.
9. Publish the required e-Forms. Grant documents:forms to their designers.
10. Configure AI mappings and grant documents:agents to the people managing reads.
11. Check Activity Logs, Background Jobs and Outbox Events during a representative end-to-end test.

Administrative pages

Area	Purpose
Groups / Role Permissions	People, module gates and access administration
Classification	Folder filing mappings, metadata extraction and tags
Saved workflows	Repeatable approval and automation routes
AI Agents	Output mappings, reads, credits and diagnostics
Storage	Tenant quota and stored usage
Configuration	Upload, sharing, Office, indexing, email and API connections
Monitor	Audit records, processing jobs and notification delivery

A successful settings save does not prove the entire process is working. Upload a suitable test document, inspect the result, and confirm the expected workflow/indexing/email state.