Documents are kept in storage the company controls

What moves

The storage location set by the administrator decides where Documents puts file contents, and backups and retention rules apply to those files.

Before you start

• Documents in your plan
• A storage bucket or network storage device the company controls

Step by step

1. Tenant adminSecurity, Access & Compliance

   Chooses the storage type and enters address and keys, then tests the connection.

   You see:The test says whether the bucket is reachable and whether browser uploads will work.

2. Documents userDocument Management

   Uploads a file.

   You see:The file goes to the company's bucket, not a shared one.

3. Tenant adminSecurity, Access & Compliance

   Includes files in the backup setting.

   You see:Backups carry the files together with the database.

4. SystemDocument Management

   Runs the retention sweep.

   You see:Expired files are destroyed and recorded, and files on legal hold are skipped.

Related

• Document Management
• Security, Access & Compliance
• Files in chat use your company’s own storage
• Handover sheets and photos attach to a vehicle handover
• HR gets its own workspace
• A supplier edits a draft through an edit link
• Storage fills up and the administrator adds room
• Connections between modules