Document Management Configuration Overview

Document Management makes it possible for you to group documents into sites, libraries, and folders for efficient organization. You can also use Document Management to limit access to documents by security role.

The hierarchy of document storage is as follows:

Item Description
Site A site is the top level of document storage. Think of a site as the room in which your libraries and folders are stored.
Document Library A document library is like a filing cabinet in a room (site) in which many folders are stored. You set security for all of the documents within a document library by setting the security for the library. Vision Role security is applied at the library level, and every document within the library inherits the security settings of its parent library.
Folder Within your document libraries (filing cabinets), you can have limitless numbers of documents stored in limitless numbers of folders and subfolders.