AODocs connectors and add-ons

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

• What is the Library Switcher?
• Getting started with the Library Switcher
• Switch the storage platform of your AODocs libraries
• Library Switcher for advanced users

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

• Set up the Finra use case
• 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

Outlook Add-in

• Outlook add-in: Grant permissions
• Set up the Outlook add-in
• Install the Outlook add-in on your AODocs domain
• Install the Outlook add-in individually
• Outlook add-in: Save emails to AODocs
• Outlook add-in: Save email attachments

Gmail add-on

• Set up your Workspace and install the Gmail add-on domain-wide
• Gmail add-on: Configure your library
• Gmail add-on: Getting started
• Save a Gmail message you received into an AODocs library
• Save a Gmail message you composed into an AODocs library
• Create rules to export mails in bulk

Folio

• What is Folio?
• Set up Folio on your domain
• Set up custom scripts in your Folio libraries
• Create Folio configurations
• Create and manage libraries with Folio

AODocs modules, add-ons & connectors

AODocs–Virtru integration

• What is AODocs–Virtru integration?
• Install and activate Virtru in AODocs
• AODocs–Virtru user guide

Artificial intelligence (AI) for AODocs

• What is the connector to the Google Document AI platform?

AODocs–DocuSign integration

• What is the DocuSign integration?
• Install and configure the AODocs eSign Connector on your domain
• Configure a library with the AODocs eSign Connector
• Send and sign a document using the AODocs eSign Connector

Forms to AODocs add-on

• What is the Forms to AODocs add-on?
• Install the Forms to AODocs add-on
• Configure your Google form and preview your mappings
• Send your Google form and collect the responses in AODocs
• Filter your mappings and unlink Google forms
• Forms to AODocs: Known limitations