Create your first Document Management library

 

Libraries are document containers. A library is associated with a single storage account that owns all the documents of your library. Each library has its own specific configuration.

Important: Only the library creators can create a new library. This roles is defined and managed at the domain level by the by AODocs super administrators. Learn more: Manage library creators.

To create your first Document Management library, three options are available:

  • Create your Document Management library from scratch
    You can create a blank library without any pre-existing configuration.
    Learn more: Create a library from scratch
    Tip: If you are familiar with AODocs Libraries and you have a clear idea of your library configuration, you can create a new Document Management library and configure it from scratch. 
  • Create a library from a template
    Several templates of Document Management libraries preexists in the AODocs interface. Each of these template describe a specific use case and is preconfigured.
    Learn more: Create a library from a template 

    Tips: If your business need corresponds to one of the template libraries, you can create a new Document Management library with the configuration of the template library.
    If you haven't figured out how you want to design your library, template libraries are a good way to test AODocs for a specific use case.

  • Copy an existing Document Management library
    If you are already familiar with AODocs and you have a panel of libraries in your domain, you can create a new Document Management library with the configuration of one of your existing libraries. Only the configuration of the source library will be copied, documents and permissions will not.
    Learn more: Create a library by copy

    Tips: Create a library by copy can be useful for seasonal libraries that needs to be replicated recurrently: "Finance Audit 2015", "Finance Audit 2016", "Finance Audit 2017", ...
    You can also create libraries with the same configuration to manage different projects, transform a test library into a production library, ..

Note: If you need guidance to design and implement your library, the AODocs Service Team and the AODocs Service Partner would be happy to help you organize an assessment workshop and give you solutions to transform your business need in an AODocs library.
You can contact your personal Sales Representative or sales@aodocs.com.

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