The Document Management module includes the following options:
PDF Conversion
Use the PDF Conversion option to specify that documents in the response folder should be converted to PDF. To convert documents, click the checkbox, then click the Save icon.
CMIS Configuration
Use the Content Management Interoperability Services (CMIS) Configuration section to add, update, and test the CMIS connection.
Add New CMIS Connection
Click Add New CMIS Config. The New CMIS Configuration window opens.
2. Once the details have been added, the CMIS connection can be tested.
3. Once tested, click the button.
Edit an Existing Connection
1. Click the edit icon for a CMIS connection to edit the CMIS configuration.
2. Edit the configuration as needed. Click Test Connection to verify.
3. If the test is successful, click the button then click Save Configuration.
De-duplication Settings
Use the De-duplication settings option to locate all duplicate documents. When you select Enable de-duplication, duplicates will be displayed with a D in the documents folder.
PST Archive File Settings
Use PST Archive File Settings to enable Office Outlook Personal Folders File (.pst) processing or configure automatic PST processing.
- Select Enable PST processing to archive .pst files.
- Select Automatic PST to automatically archive .pst files when they are added.