This article provides instructions for configuring a new deployment of eplansoft REVIEW.
About the Seed Database
The application comes preloaded with default seed data to get you started.
It includes:
- A user account with administrative privileges.
- Pre-configured role-based permissions that follow best practices.
- Sample Groups, Lists, Reports and email templates that can be modified and added to.
Prerequisites:
- Login as a user with Administrator privileges.
Step-by-step guide
The following steps should be completed by an Administrator in this order:
- Branding your Site
- Complete the Address page
- Configure SMTP/Email settings
- Configuring List Types and List Items
- Configure Groups for Document Review
- Managing Stamps
- Configure Role-based Permissions
- Create User accounts
- Configure Membership Distributions
- Password Settings
- Upload Standard Comments
- Configure Workflow Distributions
- Correction Report Templates
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