Administration
This section is for the person who owns day-to-day administration of the document processing area. The goal is to keep access appropriate, make sure documents continue moving through the queue, and make careful changes that do not interrupt live processing.
You do not need to manage every setting yourself. Some options are safe for a business administrator to review and adjust. Others are advanced setup items that should be changed only with implementation support.
What an Administrator Owns
Section titled “What an Administrator Owns”An administrator is typically responsible for:
- assigning the right permission level to each user
- confirming at least one analyzer is active
- checking whether new documents are moving out of
PendingandProcessing - reviewing items that landed in
ErrororReview Required - confirming scheduled processing is still enabled and running
- checking document retention settings still match policy
- managing analyzer capacity so the team does not hit its active-analyzer limit
- reviewing matching tolerances and approval behavior before allowing more automation
In This Section
Section titled “In This Section”- Recurring checks for daily, weekly, and policy-based review work
- Permissions and access for the built-in permission sets and access review guidance
- Settings and capacity for the high-impact setup values administrators should monitor
- Maintenance and escalation for safe actions, change playbooks, and escalation points
Related Help
Section titled “Related Help”- Use Troubleshooting when documents are stuck, failing, or unclear.