Evaluation area
Documents / DMS
This page is a requirements guide. It does not state that a named feature is available, enabled, validated, or suitable for every customer.
Define the required workflow
Record users, roles, records, states, approvals, exceptions, notifications, reports, integrations, retention, audit evidence, and accessibility needs for Documents / DMS. Identify which requirements are mandatory and who owns each decision.
Define the data boundary
List sources, fields, classifications, permitted uses, recipients, locations, retention, correction, deletion, exports, and recovery. Sensitive or regulated data requires express written authorization and tested controls.
Define acceptance
Test ordinary, negative, permission, invalid-data, integration-failure, retry, audit, retention, recovery, mobile, keyboard, and operational-support scenarios. Any AI-assisted behavior also requires evaluation, human review, correction, monitoring, and disablement criteria.