AODocs interface - for end users

The AODocs interface

• Create a library from scratch
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• Navigate through the AODocs homepage
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• Access an existing library
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• Create a library from a template
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• Create a library by copy
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• Manage your account
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Manage your documents - Basic features

• What is an AODocs document?
• Create documents from the AODocs interface
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• Understand the AODocs document interface
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• What are document attachments?
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• Manage document attachments in all types of library
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• Manage document attachments in Document Management libraries
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Manage your documents - Advanced features

• Create a document from a template
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• Add files and folders as an external user
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• Create a document from an email in a Document Management library
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• Share your Document Management library with external users
• [video] How to create documents from emails in AODocs?
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• Prevent viewers from downloading, copying and printing
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Manage AODocs folders

• Manage folders in a Document Management library
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• Delete a folder
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• Copy a folder structure
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Export documents from AODocs

• Export documents to a user's My Drive
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• Export documents to a library
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Search documents

• [video] How to access and search for documents in AODocs?
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• Browse documents in a list view
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• Advanced search operators
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• Search documents across libraries
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Workflows

• Browse the workflow tasks
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• Perform workflow actions
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Version control

• Understand the AODocs version control system
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• [video] How to manage document versions in AODocs?
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• Manage document versions in an AODocs library
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• Create a draft version of a document
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Document relations

• Use document relations
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