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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