Settings

The Settings section gives you access to settings that are used globally in the Doc Gen platform.

Notification

In Notification, you can default messages for SMS and email notifications. A Notification informs a person, internal or external that there is a Dialog waiting for them to be filled in. This can be an order form, acceptance of terms & conditions, or similar. Notifications can be in several languages and will be selected automatically using metadata.

Notifications can be personalized by using pre-defined placeholders. Examples of placeholders are the name of the sender or company name.

Account

This is where you register names, addresses, and contact persons for your organization. The information is used in documents, notifications, and Dialogs when needed.

Branding

Here you can set the look and feel of your own Doc Gen communication hub in accordance with your organization’s brand guidelines.

Retention Policies

A retention policy (also called a ‘schedule’) is a critical part of the lifecycle of a customer record. It describes how long you need to keep a piece of information (a record), where it’s stored, and to dispose of the record when it’s time to do so. You can define your retention policies in Doc Gen. The retention policies must be activated by other systems in Doc Gen to take effect.

This example shows how you can use the retention policy defined for the built-in Doc Gen Archive. In this example, each folder has different retention policies.

This example shows how you can use the retention policy defined for the built-in Doc Gen Archive. In this example, each folder has different retention policies.