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AIM Setup

 
Getting Ready to set up AIM - map out your setup
 
 
Document Categories  - Assign Users to Document Categories
 
Document Types - Assign Users to Document Types
 
Custom Fields
AIM Data Entry Groups 
Workflows 
Switch Workflow User 
 
AIM Users
Routing Rules 
Routing Values Groups 
Routing Fields 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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