Checklist: Setting Up Document Management

You need to set up and run Document Management before you can use its features with Info Center records.

Step	Description
1	Enable Document Management. From the Vision Navigation menu, click Configuration > General > System Settings. Click the Document Management Tab of the General System Settings form. Select the Enable Document Management option Enter and test server and site information.
2	Configure Document Management. From the Vision Navigation menu, click Configuration > General > Document Management to display the Document Management form. Add, edit, and delete sites from the Sites grid. Add, edit, and delete document libraries from the Document Libraries grid. Add, edit, and delete folders from the Folders grid.
3	Set security permissions on the Document Management Tab of Role Security, which determines a role's access rights to different functions within the Document Management module. The security settings ensure that documents are accessible only to the appropriate roles, and define the document editing and management tasks those roles can perform.
4	Use the Documents tabs in the Info Centers to upload, link, check in, check out, disassociate, delete, and view the history of documents.