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Document and Data Management

This section describes the tools and configurations that CMDBuild provides for managing documents, structuring navigation paths and handling large‑scale data import and export operations.

These features support administrators in organizing attachments, defining document metadata, building hierarchical navigation trees and integrating external data sources through configurable templates.

The following chapters illustrate how to configure:

  • document management through external DMS systems
  • document models and categories with metadata and validation rules
  • navigation trees used to explore hierarchically related cards
  • import/export templates for files, relational databases, GIS layers and IFC models

Together, these functionalities enable a complete set of mechanisms for maintaining and synchronizing structured data and documents within CMDBuild.