The Quick Start Guide gives you some quick tips on using NextPage. For additional resources, e-mail npsupport@nextpage.com, or call (801)748-4400.

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.

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.'

When you perform a ‘Save As’ on a tracked document outside of an auto-tagging folder, you will see a prompt. The system asks whether you are just making a new version of the same document, or reusing the document to begin a new one.

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.