Overview
This checklist outlines all configurable elements that may be applied to the CQ Document Management baseline product. By following this checklist, customers can ensure the solution aligns with their intended use and accepted specifications.
Installation & Platform Settings
Compliance Settings (21 CFR Part 11)
User & Account Management
Organizational Elements
Products & Processes
Workflows & Policies
Navigation & User Interface
Notifications & Alerts
Reporting & Analytics
Data Management
- Configure Data Migration for Documents
- Configure Document Field & Relationships
- Establish Document Retention Policies
- Establish Document Data Backup & Recovery Policies
Document Settings
Document Categories
Library Settings
Primary Content Settings
Secondary Format Settings
- Enable Secondary Format
- Configure Large File Renditions Settings
- Configure Batch Processor Settings
- Configure Doc Compare Settings
- Configure Portrait & Landscape Settings
- Configure Document Header/Footers
- Configure Document Cover Page
- Configure Document Watermarks
- Configure Document Print Date/Time Settings
Access & Viewing Settings
Integrated App Settings