For Admins

Getting Started as an admin

• Entra ID (SSO): Configuration Considerations & Best Practices
• How to set up Entra ID (SSO)
• Setting up a workflow
• Workflow guidance material
• Document Categories
• Setting up your document types

Compliance Libraries

• Exclusive View Permission - Enterprise Plan
• Compliance linking
• Add a purchased library to your site
• Updating a Compliance Library and Requirement to the Newest Revision
• Manage your compliance Libraries
• How to create your own customized Compliance Library

Users and Permissions

• Multi-Factor Authentication (MFA)
• Announcements
• What is the difference between Archived and Deleted user?
• Users and Permissions
• How do I add and remove a user
• How do I change permissions for a role?

Forms

• Edit a Form
• Device function
• How to create a quiz
• How to create a form

Reports

• Reports - Role Performance
• Reports - User Performance
• Reports - Distribute Overview
• Reports - Review Overview
• Reports - Monitor Overview

System Settings

• System Settings - Compliance Libraries
• System settings -EFB
• System Settings- Documents
• System Settings - User
• System Settings- Reader
• System Settings - General

Admin FAQ'S

• Media Library
• Media Library guidance video
• Locking a document for review
• Bug or Improvement life cycle
• Dual Locale
• How do Reminder Notifications work?
• See all 14 articles