Doc360 Setup

The Doc360 Setup data entry form is an important tool in the setup and maintenance of your agency's document security. Additionally, you can use this form to enable or disable certain Doc360 features to optimize your agency's workflow.

Actions and options available in Doc360 Setup include the following:

  • Determine document storage location and other storage options.
  • Enable document compression and/or encryption options.
  • Enable or disable feature set for back-end scanning workflow.
  • Set up and maintain document security classifications.
  • Define employee Hot Folder locations, into which you can import documents from an external folder location.
  • Define the Doc360 "hotspot" to optimize employee scanning workflow.
  • Authorize employee access to another employee's unprocessed documents.

To learn more about setting up Doc360 security, see Workflow: Set Up Doc360 Security. For general information about the Doc360 feature set, see Doc360 - An Overview.

Click any of the following sections to set up specific information about Doc360:

System Configuration

Document Security Classifications

Employee Assignments

Third-Party Integration Setup

What's Next?

To customize Doc360 features to best suit your agency's scanning workflow, see one of the following procedural topics:

Workflow: Use Doc360 - On-demand Scanning

Workflow: Use Doc360 - Front-end Scanning

Workflow: Use Doc360 - Back-end Scanning

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