In Administration, you can perform various administrative tasks and display information:
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Manage users and groups
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Configure mappings for the categories
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Establish connection to the ECM system
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Manage reminders and notifications
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Create text templates for tasks
You open the administration by clicking on Administration in the edoc workplace app drawer (9-dot menu) in the edoc contract section.
Alternatively, you can access the administration on the server with edoc automate in the browser. Example: <https://<edoc platform>/apps/exec/edoc-contract/admin
You must be a member of the eca-admin or admin role to display the administration.
Find out more
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Grant permissions for groups in edoc contract -
Change a reminder recipient -
Establish a connection and configuring context actions for d.velop documents (on-premises and cloud) -
Establish a connection to any ECM system -
Map the property groups to the ECM categories -
Configure the mappings for the ECM categories -
Set different reminder types for a category -
Configure the reminder service to send reminders and notifications -
Configure the service to send e-mails for new reminders -
Create, update, and delete text templates for reminder notes -
Configure the notification of completed tasks -
Configure the display of edoc contract properties on the cover page -
Configure the automatic recalculation of terminations