Checklist for Getting Started

Step 1: Standardize Record Structures

1. Understand Edi's organized-first approach 
2. Create Record Categories
3. Create Workspaces and assign them a folder structure
4. Determine if you want to use Folder Templates, if so, assign them to the workspace folder structure
5. Assign Workspaces to Record Categories

Step 2: Define company-wide workflow standards

1. Create File Naming Conventions
2. Upload File Templates
3. Create Bookmark Templates

Step 3: Invite Users & Define Access Levels

1. Read this article to understand role permissions vs workspace access levels 
2. Send invites to all users with their respective roles
3. Optionally create Groups of users (best practice)
4. Assign these groups to relevant Workspaces

Step 4: Bulk Data Import

Step 5: Install Edi Sidekick in all user's computer