docs
Admin manual.
The admin manual covers tenant configuration end to end. Sections below; deeper procedures + screenshots in the customer documentation portal.
Sections.
| Section |
What it covers |
| Tenant setup |
Initial provisioning, region selection, key custody choice, IdP federation |
| Identity + access |
SAML / OIDC / SCIM configuration, MFA enforcement, role + attribute model |
| Compliance overlays |
Activating per-overlay configurations (FINRA, FDA, EU AI Act, etc.) |
| Document classification |
File-plan / records-control schedule definition; auto-classification rules |
| Workflow + business rules |
Defining BPA workflows; rule authoring + testing |
| AI configuration |
Model selection, evidence-card customisation, agentic-workflow tool surface |
| Audit + reporting |
Audit-event query, regulator-pack export, Merkle proof verification |
| Backup + DR |
Backup configuration, region pairing, recovery testing |
| Sub-processor + DPA management |
Subscribing to change notifications |
| Support tier configuration |
Standard / Premier / Mission Critical setup |
Operational procedures.
| Procedure |
Frequency |
| User provisioning + de-provisioning |
Continuous via SCIM |
| Permission audit |
Quarterly recommended |
| Compliance overlay verification |
Per overlay's surveillance cadence |
| Disaster-recovery test |
Annual recommended |
| Tabletop incident-response exercise |
Annual recommended |
Common admin tasks (quick reference).
| Task |
Path |
| Add a sub-processor change notification subscriber |
Admin → Trust Center → Subscriptions |
| Activate a new compliance overlay |
Admin → Compliance → Overlays |
| Define a new document type with metadata schema |
Admin → Document Types |
| Author a new workflow + business rule |
Admin → BPA / Rules |
| Issue a hold (legal, customer, regulator) |
Admin → eDiscovery → Holds |
| Verify a Merkle proof for an audit event |
Admin → Audit → Proof Verifier |
Where to get help.
| Need |
Channel |
| Procedural question |
In-product help + customer portal |
| Configuration review |
Customer Success Manager (Premier + Mission Critical) |
| Incident |
In-product Premier-tier escalation; phone for Mission Critical |
