Document Management setup

Document Management must be configured before it can be used in conjunction with Office Integration. This involves specifying the connection settings (e.g. login details) and some basic preferences. For more about setting the connection details, please refer to Office Integration setup, as this information is the same. However, there are one or two optional settings which relate specifically to Document Management.

To set the Document Management options:

1. In Document Management, click the Connection Properties button .

2. On the Document Management tab, set the following options:

• Show the document details dialog when saving items into Document Management. Specifies whether users are prompted to enter document details when items are saved into Document Management.