Document Management Overview

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The Document Management menu allows Admin users to configure the following topics: AI Redaction Templates, AI Trainers, Declassifications, Document Custom Fields, File Cabinet Drawer Roles, File Cabinet Drawers, Media Redaction Settings, PAL Reading Room - File Cabinets, PAL Reading Room Custom Fields, Redaction Codes, Redaction Exclude List, and Redaction Knowledge Base. It can be accessed by clicking Administration > Document Management.

Administration panel displaying document management options and related settings for users.

NOTE: The Knowledge Base, Exclude List, and AI Redaction Templates options only appear if you have AI Trainer permissions.

The Relativity Connector Settings and SharePoint Connector Settings options appear if your application is licensed for Relativity integration.