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Servers & Workspaces
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Servers & Workspaces
6 Articles
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Registering a Business Unit
Registering your business unit connects you to the repository in which you can access all related document automation assets for your organization, like templates, output chains, and workflows. The process is the same for online and on-premises in...
Updated on : 07 Mar 2023
Unregistering a Data Server
Unregistering from a server closes your connection to any business units on that server and delists the node from your Workbench Items. This guide shows you how. No data on the server is lost when you unregister. Steps Open Workbenc...
Updated on : 07 Mar 2023
Adding a Local Repository
Local repositories map to folders on your hard drive where backups of document automation assets, like templates, are stored. They are accessible as Workbench items, and serve as temporary storage while retaining version control features of DocFusio...
Updated on : 07 Mar 2023
Removing a Local Repository
Removing local repositories from Workbench un-maps the local storage location for document automation assets. Follow the steps below to remove one. Steps Open Workbench. When working with local repositories, you do not need to login...
Updated on : 07 Mar 2023
Copying server templates to local repositories
Copying server templates to local repositories makes a backup of the file on your local hard drive to work on without affecting the original. This guide shows you how to perform the operation using Workbench. 1. Copy the template locally Open...
Updated on : 07 Mar 2023
Copying local templates to server repositories
Follow the steps in this guide to move a locally-stored template to a server. 1. Select the template Open Workbench and navigate to the local repository where the template you wish to copy to the server exists. If the template exits ...
Updated on : 07 Mar 2023