Document workspaces feed the vault report
What moves
Workspaces, folders, retention rules and legal holds are read for the Document vault pack and the Compliance wall.
Before you start
- Insights and Documents in your plan
Step by step
- Insights administratorInsights — Business Intelligence & Apps
Installs the Document vault pack.
You see:A report shows how the vault is laid out.
- Documents managerInsights — Business Intelligence & Apps
Opens the Closed by default chip.
You see:Workspaces with restricted access are listed.
Related
- Document Management
- Insights — Business Intelligence & Apps
- Documents are kept in storage the company controls
- Files in chat use your company’s own storage
- Handover sheets and photos attach to a vehicle handover
- A scanned invoice is checked before it becomes a bill
- A supplier edits a draft through an edit link
- Connections between modules