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Business administrators
Preview
Documents user manual
Understand the current Documents preview and its available controls.
This workspace is in preview.
Availability and workflows may change before general release.
5 articles
Workflows and guidance
- 01 What This Module Is Today The Documents module is currently a scaffolded preview area. It is available in navigation, permissions, billing, and tenant module enablement so future document workflows can be a...
- 02 What You Can Access Dashboard preview Library placeholder Settings placeholder This preview manual Access requires both an enabled Documents module and the module.documents.access workspace permission...
- 03 Current Limitations The following controls are intentionally not available yet: File upload Folder management Version history OCR or data extraction Approval workflows Retention or destruction policie...
- 04 Planned Direction The future Documents module is intended to support: Central document storage for tenant-wide records Compliance-ready document history and controlled versions Cross-module attachme...
- 05 Operational Note If this module is enabled today, users should treat it as a placeholder workspace rather than an active document repository. Do not upload operational evidence elsewhere on the ass...