Setting up KnowledgeTree DMS
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Introduction to KnowledgeTree Document Management Made Simple > Setting up KnowledgeTree DMS

This topic provides a high level walk-through of the administrator tasks for setting up your installation of the KnowledgeTree document management system.

 

For more information on configuring KnowledgeTree, please see the KnowledgeTree Administrator Manual, which provides detailed information on each of these tasks.

 

Task Overview

1.Use your administrator credentials to log in.

 

2.Configure the metadata layer
•add document types
•create fieldsets
•add fields
•associate the fieldsets with document types

 

3.Create the folder structure

 

4.Create workflows

 

5.Add content to the repository (e.g. migrate or import documents)

 

6.Perform basic administrative tasks
•create saved searches
•configure views
•add or edit disclaimer text
•add or edit Quicklinks
•add your company logo

 

7.Add users and groups

 

8.Configure permissions

 

 

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