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This presentation provides a demonstration of the document management system in Constellar. The process involves creating customizable folders with metadata, deciding on the mandatory fields, and managing the metadata. Users can link their folders to files by navigating through the file plan or using the full-text search feature to find relevant categories quickly. This allows for efficient organization and retrieval of documents based on keywords and categories. Further customization and management of metadata will be explained in a separate video.
At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.
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