Activate an application plan - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

An application plan assigns metadata to a captured item, which can be a document or a record, and allows users to easily filter and retrieve that item. The following steps describe how to activate an application plan.

1. In Management Console, in the left pane, under Select Department, select a department from the list.
2. Expand Application Plans and select an application plan type.
3. In the right pane, on the Applications tab, select the application you want to activate and click Settings.
4. In the Plan Settings dialog box, select Is active.
5. To close the Plan Settings dialog box, click OK.