Studies and SureDrives in the Desktop Client
Content in Progress
This page is being migrated from the legacy help documentation. Full content will be available soon.
Working with Studies
- Creating a study
- Opening a study from file or network
- Exporting a study and its content model
- Deleting or locking a study
Editing Study Content Models / Filing Plans
- Adding categories, folders, content types, metadata terms, annotation terms
- Reserving metadata terms
- Adding expired document and upload notifications
- Setting duplication policy and naming/locking policy
Working with SureDrives
- Creating a new SureDrive
- Opening a SureDrive from file
- Exporting a SureDrive
- Exporting the content model
- Deleting or locking a SureDrive
- Editing the SureDrive content model