Introduction
Basic Concepts
Getting Started
How to access MAGIQ Documents
How to Login to MAGIQ Documents
The MAGIQ Documents Work Area
Selecting columns to view
The Menu System Introduction
The New Menu
The Edit Menu
The Tools Menu
The View Menu
The Filter Menu
Custom Menus
Viewing Documents
Editing documents
Checking in documents
Checking out documents
How to create documents
Creating documents
Creating documents using WebDAV
Creating documents with Zip Uploads
Creating documents with Form Templates
Version control
Publishing
Document Types
Deleting documents
Recovering deleted documents
Archiving documents
Completing documents
Copying and moving documents
Classifying and de-classifying documents
Tagging documents
Document properties
Distributing documents
Document comments
Document keywords
Document associations
Shortcuts
URLs
E-mail documents
Document ownership
Document thumbnails
Download Queue
In place Activation
Periodic (ISO) Reviews
Upload Document
Audit Log Document
Viewing folders
Creating folders
Deleting folders
Setting folder rules
Folder properties
Compacting folders
Moving folders
Audit Log
Audit Log folder
Folder view styles
Folder statistics
Automatic prompts
Folder ownership
Creating form templates
Deleting form templates
Using form templates
Usage scenarios
Form rendering options
How to create portals
Designing portals
Portal gadgets
Portal Administrators
Setting Up portal administrators
Examples and usage scenarios
Customizing Portals - Personalization
Searching
Content Search
Advanced Search
Searching with Saved Searches
Searching with Custom Properties
Ignored Keywords
Creating Saved Searches
Categories
Creating Categories
Editing Categories
Deleting Categories
Category Administration
My Documents
My Subscriptions
My Checked Out Documents
My Favorites
My Tasks
My Download Queue
My Recycle Bin
My Profile
Recent Documents
Creating Custom Property Sets
Editing Custom Property Sets
Applying Custom Property Sets
Archiving libraries
Archiving Documents
Creating Libraries
Deleting Libraries
Archiving Libraries
Library Members
Adding Library Members
Library Usage Scenarios
Library Policies
How to create tasks
How to view your tasks
How to complete tasks
Redirecting tasks to other users
How to create a Workflow
Submitting documents to Workflow
Workflow Reports
Setting up WebDAV
Using MAGIQ Documents WebDAV
Subscribing
Unsubscribing
Send To
Subscription Notifications
Task Notifications
Comment Notifications
User Authentication
Document Security
Folder Security
Inheritance
Auditing Logins
Security Scenarios
Document Retention
Folder Retention
Disposition
Retention and Disposition Schedules
Office Add-in
Hot Folders
Scan Station
Import Export Tool
E-mail Scanner
System Audit Log (Control Panel)
Authentication and Password Policies
E-mail Settings
Managing MIME Types
Recycle Bin Management
Warehouse Management
Application Settings
Creating Document Types
Managing Document Tags
User Synchronization with LDAP
Adding Users
Importing Users
Deleting Users
User Groups
Local User Groups
Transferring ownership
Roles - Administrators
Roles - Audit Managers
Roles - Policy Managers
Roles - User Managers
Roles - Library Managers
Roles - Portal Administrators
Roles - Search & Category Administrators
Retention and Disposition Schedules can only be created and edited by members of a special system user group called RD Managers.
To create a new Retention and Disposition Schedule, perform the following steps: