AODocs interface — for end users

The AODocs interface

• What is the AODocs homepage?
• What is the library homepage?
• Understand the AODocs document interface
• Use beta views in your AODocs libraries
• Use new views in your AODocs libraries
• Monitor the progression of jobs run from views

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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)

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Manage your documents — Basic actions

• Edit custom properties
• Share documents and folders in Secured Folders
• Share documents in Document Management libraries
• Manage permissions with Google groups
• Manage permissions with Microsoft groups
• Rename documents and folders in views

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Manage your attached files

• What are attached files?
• Preview attached files
• Replace (upload) 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

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Manage your documents — Advanced actions

• Publish your document
• Share attached files as Google Drive URLs
• Use conditional logic in your AODocs documents
• View a structural chart with AODocs Charts
• Import Google Drive files and folders into a Secured Folder or Team Folder
• Add files and folders as an external user

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Search for documents

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

Manage AODocs folders

• Manage folders in your AODocs libraries
• Create folders in AODocs libraries
• Delete folders in AODocs
• Copy a folder tree

Workflows

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

Version control

• Understand the AODocs version control system
• 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 domain