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Este documento describe las actividades necesarias para configurar el sistema Idox EDRMS según los requisitos de su organización y administrar su operación continua. Estas actividades son llevadas a cabo por usuarios que han recibido un rol de administración. Existen roles de administración de usuarios y técnicos, responsables de gestionar perfiles y configuraciones.
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How to fill out idox edrms administrator guide

01
Open the Idox EDRMS Administrator Guide document.
02
Begin by familiarizing yourself with the table of contents for an overview.
03
Follow the instructions in each section chronologically.
04
Fill out the system configuration details as required.
05
Input user information and access levels in the designated sections.
06
Complete the data migration steps if applicable.
07
Review each entry for accuracy before moving to the next section.
08
Save your progress frequently to avoid data loss.
09
Consult the troubleshooting section if issues arise during the filling process.
10
Finalize and submit the completed guide as per your organization’s protocol.

Who needs idox edrms administrator guide?

01
IT administrators responsible for managing document records.
02
Compliance officers ensuring adherence to data management policies.
03
New employees being onboarded to the EDRMS system.
04
Auditors conducting reviews of document management practices.
05
Any personnel involved in the documentation process within the organization.
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The Idox EDRMS Administrator Guide is a comprehensive document designed to assist administrators in managing and operating the Idox electronic document and records management system (EDRMS). It outlines system features, configuration settings, and administrative best practices.
The Idox EDRMS Administrator Guide is typically filed and utilized by system administrators and IT professionals who are responsible for the implementation, maintenance, and oversight of the EDRMS within an organization.
To fill out the Idox EDRMS Administrator Guide, administrators should follow the specific sections outlined in the guide, providing necessary information related to system settings, user permissions, document management processes, and any custom configurations made to suit the organization's needs.
The purpose of the Idox EDRMS Administrator Guide is to serve as a reference tool for administrators, ensuring they have the necessary instructions, guidelines, and information to effectively manage the EDRMS and support users in their document and records management tasks.
The Idox EDRMS Administrator Guide must report information such as user roles and permissions, system configuration details, compliance requirements, document handling procedures, and any updates or changes implemented within the EDRMS.
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