Table of Contents
Document manager account is an account that possesses the ownership of processed/processing documents. All documents and files will be copied and saved to Google Drive or document manager upon starting a process. With a document manager account, you can centralize and manage all of your workflow documents and files.
Set document manager #
1. Click 
2. Click Domain Settings.
3. Input account to use as Document manager.
4. Click Save Settings.
| Important: It is recommended to use a separate account to designate a document manager. If you use the same account for document manager and administrator, archived documents can be deleted or modified unwantedly. |
Change document manager #
1. Click
2. Click Domain Settings.
3. Input account to change.
4. Check on Change owner of existing files.
Note: The check option only appears when you enter a different email address.
5. Click Save Settings.
| Important: You have to fully understand the ownership of the document manager before you change and save settings. – If you don’t change ownership of existing files: Ownership of existing files will not be changed and remain in the previous document manager. New files will be saved in the new document manager account. – If you change ownership of existing files: Ownership of existing files will be transferred to a new document manager account. It might take several hours to change document management, depending on the amount of files. |
