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Help Summary and Outline Review

This page summarizes the SureDrive-related material in the legacy Help export and compares it with the current SureDrive technical docs outline.

Legacy Help Summary​

The Help TOC shows a broader end-user guide surface than the current technical docs set. The SureDrive section includes:

  • product overview and entry points for SureDrive
  • mobile web client guidance, including creating a SureDrive
  • desktop client guidance
  • properties, blinding rules, and content model editor topics
  • audit trail, export, delete, lock, and digital signing topics
  • milestone management
  • document operations such as folders, bulk copy, uploads, and document handling
  • acquire queue and quality queue workflows
  • workflow topics, including form completion and task handling
  • reports and team menu guidance
  • keyboard navigation

The Help content also includes adjacent SureDrive workflows that are not currently represented as standalone technical pages, such as:

  • adding and editing people and organizations in SureDrive
  • metadata term and annotation term management
  • document upload and expiration notifications
  • folder management under a SureDrive
  • bulk copying documents between studies and content types
  • workflow completion flows and task notifications

What The Current Docs Already Cover​

The current docs outline does a good job covering the platform backbone and first-pass implementation areas:

That gives the site a solid technical foundation, but it still reads more like a subsystem map than a complete developer reference for the full SureDrive feature surface.

Gaps And Issues In The Outline​

The current outline still leaves several major help-derived areas uncovered:

  • quality review and discrepancy management
  • digital signing and e-sign
  • web service API and processing endpoints
  • progressive web app packaging and mobile browser delivery
  • Nuxeo client and extension boundaries
  • reporting and analytics
  • reporting, export, and conversion tools
  • deployment and local setup
  • terminology and glossary

The outline also misses several Help topics that are user-facing but still useful for developers to understand because they reveal product boundaries and service dependencies:

  • team management for people and organizations
  • metadata and annotation term behavior
  • document notifications and document lifecycle automation
  • folder operations and bulk copy behavior
  • workflow completion and notification handling

The next pass should add pages for the largest missing areas first:

  1. Quality Review and Discrepancy Management
  2. Digital Signing and E-Sign
  3. Web Service API
  4. Progressive Web App
  5. Nuxeo Client and Extensions

After that, fill in the operational and support-oriented pages for reporting, export, deployment, and glossary terms.

Source Notes​

The legacy Help tree is organized around Help/toc/Default.toc and Help/index/Default.idx. The TOC is the useful source for topic structure; the index file appears to be effectively empty.