AODocs interface — for end users

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

See all 9 articles

AODocs AI

• What is AODocs Intelligent Document Assistant (AIDA)?

Create AODocs libraries

• Create a library from scratch
• Create a library from a template
• Create a library by copy

Access your AODocs libraries

• Browse your libraries
• Access your libraries
• Access AODocs libraries as an external user
• Switch between the AODocs interface and Google Drive

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)

See all 7 articles

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

See all 11 articles

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

See all 15 articles

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

See all 11 articles

Copy AODocs documents and folders

• Copy content from Team Folders and Secured Folders to a user's Drive
• Copy content from Team Folders or Secured Folders to other libraries
• Copy documents from Document Management libraries

Search for documents

• Search for documents across all your libraries
• Search for documents in views
• Run an advanced search

Work with AODocs folders

• Work with folders in AODocs libraries
• Create folders in AODocs
• Delete folders in AODocs
• Copy a folder structure in AODocs

Workflows

• Browse the pending workflow tasks in your library
• Perform workflow actions

Version control in AODocs

• What is AODocs version control?
• Manage document versions in AODocs libraries
• Check out a document: create a draft version
• Check in a document: confirm a draft version
• Cancel a check-out: discard a draft version
• Use the Compare feature in attached Word files to compare versions

Document relations

• Open related items
• Create new related items
• Add existing items as relations
• Remove relations

Manage your account

• Switch your AODocs tenant