The first essential configurations are:

  • Establish Work Units , to reflect the actual organizational structure.

  • Assign roles and permissions to the entity's staff , guaranteeing appropriate access to each profile.

  • Define the people responsible for processing , to ensure the supervision and coherence of the files.

  • Parameterize procedures, typologies and classifications , establishing document management criteria.

  • Enable and test log, notification, and archive integrations ,   to ensure correct system interoperability.