Getting Started with ViewMyRecords: A Complete Guide

Getting started with ViewMyRecords is straightforward. This guide walks you through the initial setup, configuration, and first document upload.

Prerequisites

Before you begin, ensure you have:

• Admin access to your ViewMyRecords instance
• Your organization’s document taxonomy defined
• User roles and permissions planned

Step 1: Initial Configuration

Log in to your ViewMyRecords admin panel and navigate to Settings. Here you’ll configure your organization profile, storage settings, and default permissions.

Step 2: Set Up Document Categories

Create a logical folder structure that mirrors your organization’s document workflows. ViewMyRecords supports unlimited nesting levels with inheritance-based permissions.

Step 3: Upload Your First Documents

Use the bulk upload feature to migrate your initial document set. ViewMyRecords supports drag-and-drop, API upload, and watched folder imports.

What’s Next?

Once your documents are uploaded, explore workflow automation to streamline approval processes and set up BI dashboards for real-time insights.