Welcome!
How to install AODocs?
AODocs: the basics
- Glossary of AODocs basic terms
- Video: AODocs key principles and terminology
- What are AODocs documents?
- What are AODocs libraries?
- What are the differences between the various storage platforms for AODocs?
- What are document classes?
Your first steps with AODocs
- Sign in to AODocs
- Create your first Team Folder in Google Drive
- Next steps with your first Team Folder
- Create your first Secured Folder
- Next steps with your first Secured Folder
- Create your first Document Management library
Knowledge Base
The AODocs Smartbar
Create Team Folders
Access your Team Folders and Secured Folders
Add files and folders to AODocs libraries
Manage your files — Basic actions
- Open and edit non-Google files using local software
- Rename folders in Secured Folders
- Move files and folders in Team Folders and Secured Folders
- Copy documents in Secured Folders – in Google Drive
- Copy the folder structure in Team Folders and Secured Folders — in Google Drive
- Share files and folders in Team Folders
Search for files
Manage your files — Advanced actions
The AODocs interface
- What is the AODocs homepage?
- What is the library homepage?
- Understand the AODocs document interface
- Use new views in your AODocs libraries
- Use beta views in your AODocs libraries
- Monitor the progression of jobs run from views
AODocs AI
Create AODocs libraries
Access your AODocs libraries
Create AODocs documents
- Create AODocs documents
- Create documents in Team Folders and Secured Folders
- Create documents in Document Management libraries
- Create documents by copy
- Create documents from a template
- Create documents from emails in Document Management libraries (in any email client)
Manage your documents — Basic actions
- Edit custom properties in documents
- Edit table properties
- Edit category and reference catalog properties
- Share documents and folders in Secured Folders
- Share documents in Document Management libraries
- Manage permissions with Google groups
Manage your attached files
- What are attached files?
- Preview attached files
- Replace non-Google attached files in libraries using Google Drive
- Download attached files
- Add attached files in Document Management libraries using Google Drive
- Add attached files in Document Management libraries using Google Cloud or Azure storage
Manage your documents — Advanced actions
- Annotate and redact attached files
- Copy property values from a source document to other documents
- Publish your document
- Share attached files as Google Drive URLs
- Use conditional logic in your AODocs documents
- View a structural chart with AODocs Charts
Copy AODocs documents and folders
Search for documents
Work with AODocs folders
Workflows
Version control in AODocs
Document relations
Manage your account
Open the library administration
General settings
- Configure your library's general settings
- Configure the home URL of your library
- Define a URL for redirection
- Define a notification address for custom script error emails
- Restrict the visibility of your library
- Configure how properties and the time are displayed in workflow emails
Configure document classes
- Create and configure document classes
- Manage the display of AODocs documents
- Configure folders in your document class
- Create and configure document templates
- Manage your document templates
- Manage document creators
Configure custom properties
- Create and configure custom properties
- Organize custom properties in sections
- Configure help text for custom properties
- Configure data validation for custom properties
- Create and configure table properties
Create formulas for conditional logic
- What is conditional logic in AODocs?
- Getting started with formulas for conditional logic
- Add entity references to your formulas
- Create your own formulas: play with entity references in JavaScript
- Create your own formulas: use the correct JavaScript syntax in conditional logic
AI for AODocs in your library
Security settings
- Configure security settings in Document Management libraries
- Configure security settings in Secured Folders
- Configure security settings in Team Folders
- Interpret internal shortcuts in Team Folders as move operations (workaround)
- Configure inherited permissions in document classes
- Prevent users from overriding inherited permissions
Share AODocs content with external users
Categories and reference catalogs
- Configure category relationships
- What are categories and reference catalogs?
- Create and configure categories
- Configure category sublevels
- Define category sublevels with a CSV file
- View and configure default categories
Configure views
Library roles
Create and configure workflows
- What are workflows?
- Step 1: Assessment of your business need
- Step 2: Create workflow states
- Step 3: Add workflow transitions
- Step 4: Create workflow email templates
- Step 5a: Configure workflow emails – Action emails
Check-out / Check-in and version control
Document relations
AODocs email management
Manage deleted documents
Library operations
Move AODocs documents or folders
Custom scripts
AI for AODocs on your tenant
Technical details and performance recommendations
- Does AODocs use SPF, DKIM and DMARC?
- Recommended limits in AODocs
- Google Chrome usage recommendations
- Google Drive performance recommendations
- Firewall and proxy configuration recommendations
- Set up Google Cloud Storage for AODocs
Actions for Microsoft tenant administrators
Manage AODocs extensions
- Deploy the AODocs Smartbar to your AODocs tenant
- Deploy the UFO or AFO client to your AODocs tenant
- Authorize the Drive scope for UFO on your domain
- Configure domain-wide UFO/AFO features
- Which proxies do UFO and AFO support?
- About deploying AODocs extensions on your domain
AODocs tenant status
AODocs tenant management
- Open the AODocs tenant administration
- What is the AODocs tenant administration homepage?
- Manage AODocs storage accounts
- Redirect permission requests to library administrators
- What are external domains?
- Manage external domains
AODocs tenant roles
Manage your subscription and licenses
- How are user licenses allocated in AODocs?
- Upgrade AODocs from trial version to full version
- Manage your AODocs subscription
- Manage user licenses
- Use the API to list all licensed users on your domain
- Uninstall AODocs
Manage third party access
Troubleshooting
Getting started
Access your libraries and documents
Create and edit documents
- AODocs mobile: Create documents in Document Management libraries
- AODocs mobile: Create new related items
- AODocs mobile: Edit documents
- AODocs mobile: Add attached files to documents in Document Management libraries
- AODocs mobile: Manage attached files in Document Management libraries
- AODocs mobile: Manage comments in your documents
Perform workflow and custom script actions
Offline mode
UFO and AFO
Migrate for AODocs
- What is Migrate for AODocs?
- Before you start: prerequisites and recommendations
- Administrators: Set up and manage Migrate for AODocs
- Getting started with Migrate for AODocs
- Migrate for AODocs permissions
- Run migrations in quick mode
AODocs bookmarklets
- What are bookmarklets?
- Use AODocs bookmarklet: Audit Log
- Use AODocs bookmarklet: Batch Actions
- Use AODocs bookmarklet: Document Export
- Use AODocs bookmarklet: Metadata Copy
- Use AODocs bookmarklet: Permission Export
Library Switcher
Bulk Updater
- What is Bulk Updater?
- Bulk Updater: Access and sign in
- Bulk Updater: Configure and run your export
- Bulk Updater: View your exports
- Bulk Updater: The spreadsheet
- Bulk Updater: Refresh the data in your exported spreadsheet
AODocs Retention Module
- What is the AODocs Retention Module?
- What happens when you use retention in AODocs libraries?
- Install the AODocs Retention Module
- Create and configure your retention policies
- Manage your retention schedules
- Assign retention schedules to AODocs libraries
Outlook add-in
- Install the Outlook add-in on your AODocs domain
- Install the Outlook add-in individually
- Outlook add-in: Configure your library
- Outlook add-in: Sign in and grant permissions
- Outlook add-in: Export single emails to AODocs
- Outlook add-in: Export a batch of emails to AODocs
Gmail add-on
- Set up your Workspace and install the Gmail add-on
- Gmail add-on: Configure your library
- Gmail add-on: Getting started
- Export a Gmail message you received into an AODocs library
- Export a Gmail message you composed into an AODocs library
- Gmail add-on: Export a batch of emails to AODocs
Folio
AODocs–Virtru integration
AODocs–eSignature integration
Forms to AODocs add-on
AODocs modules, add-ons & connectors
Product news and updates
Important or breaking changes
AODocs Release notes
AODocs product change logs
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AODocs change log
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AODocs advanced features change log
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AODocs connectors change log
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Google add-ons and extensions change log
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Microsoft add-ins and extensions change log
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Migrate for AODocs change log