Document Management is an optional stand-alone add-on module that must be purchased in addition to the standard MoversSuite functionality and is designed to work specifically with Microsoft SharePoint.   Once Document Management is setup, administrators will be responsible for making sure that server settings are correctly entered within the Document Management Setup and for defining Document Groups and Document Types.

 

Note:  User access to Document Management functionality and the documents themselves is based on the security profile and branches assigned to a user.  A user can only view those orders and documents that belong to branches to which they are assigned.

 

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Document Management Setup

Document Groups Setup

Document Types Setup

Document Storage in Microsoft SharePoint