Overview
Manage document categories, types, metadata definitions, classification, retention, link policy, download policy, and routing configuration.
Problem
Different document types need different handling rules.
Solution
Model document semantics and policies independently from the physical file bytes.
How it works
Administrators configure governance records that File-Vault uses to describe, route, authorize, retain, share, and deliver documents.
Who is this for
Document Administrator
Compliance Administrator
Expected outcomes
- Consistent rules per document type
- Central policy configuration for storage and access behavior
Key metrics
Security impact
- Document taxonomy, metadata definitions, classification, retention, download/link policy, routing, and folder-template configuration · PII: typically metadata; may reference business categories that contain sensitive meaning
Compliance
- Governance permissions, policy configuration, audit, and protected resource enforcement
Availability & next steps
Business
Enterprise