NextPage® User Quick Start Guide
Congratulations! You have successfully activated NextPage.
What NextPage Does for You
NextPage enables you to stay compliant with your organization's information governance policies by tracking, classifying, and enabling policy to govern all of your documents.
As you work on documents - send them via e-mail, rename them, save them to shared locations, SharePoint or even to removable media - NextPage knows exactly where they are. This way, information governance policies can be set to ensure your documents are properly retained, or disposed of.
What You Need to Know
Whenever you create a new document, the system tracks it for its entire lifecycle. It does so in one of two ways.
1. Automatically: If you save it to an auto-tagging folder, you don’t need to do anything. It is correctly tracked and classified (Your administrator may have set up auto-tagging folders for you. You can also make them yourself by right-clicking on any folder in Windows Explorer and choosing "Classify Folder….").
2. Manually: When you see the first Assign prompt, select the appropriate engagement (or project/classification) from the drop-down menu and click ‘OK.'
Before installing NextPage your documents will be "unclassified." You can ‘Reclassify’ them from the unclassified file list.
At any time, you can see all of the files and versions tagged to a classification through that same display.
Finally, when documents are subject to a policy action, you will receive an email request to comply with your company’s document retention and disposition policies. Follow the steps in that request.