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