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These topics provide additional information about setting up the document management system.
- Related Topics:
- Document Export and Removal
The Document Export and Removal tool enables you to export documents linked to a single entity record from your PIM system to a specified location. You choose to either leave the files in PIM after the export, or remove them, including all associated data. - Document Retention Policies
You can enforce document retention policies on individual document pools within the DMS to automatically move or remove documents from a document pool after a specified time period. - Document Pool Access Rights
You select one of the following access rights when you add a role to a document pool. - Security Providers
You can select one of four security providers when you create a DMS security definition. DMS security definitions are used to govern user access to document pools within the DMS. - Universal Document Control Project Matching
When you map document folders from an unmanaged source to projects, the system attempts to suggest projects to map individual folders to. For each folder, a rating of 1 to 4 is provided for the suggested project, with 4 being the best match.
Parent Topic: Document Management