AODocs interface - for end-users

The AODocs interface

• What is the AODocs homepage?
• What is the library homepage?
• What is an AODocs document?
• Understand the AODocs document interface
• Use the navigation breadcrumbs
• Change the language of AODocs and the Smartbar

Create AODocs libraries

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

Access your AODocs libraries

• Browse libraries
• Access your libraries
• Access an AODocs library 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 from a template
• Create documents from emails in Document Management libraries (in any email client)
• [video] How to create documents from emails in AODocs?

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Manage your documents - Basic actions

• Edit custom properties
• Share documents in Document Management libraries
• [video] How to share your library and documents with AODocs Document Management library?
• Rename documents and folders in libraries
• Duplicate documents within a library
• Move documents or folders to a different folder

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Manage your attachments

• What are attachments?
• Preview attachments
• Upload attachments
• Download attachments
• Manage attachments in Document Management libraries
• Work with Google file attachments

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Manage your documents - Advanced actions

• Publish your document
• Share document attachments as Google Drive URLs
• Add files and folders as an external user
• Prevent viewers from downloading, copying and printing
• Share your Document Management library with external users
• View the document history

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Search for documents

• [video] How to access and search for documents in AODocs?
• Search for documents across all your libraries
• Search for documents in your AODocs library
• Advanced search operators

Manage AODocs folders

• Manage folders in Document Management libraries
• Delete folders
• Copy a folder tree

Workflows

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

Version control

• Understand the AODocs version control system
• [video] How to manage document versions in AODocs?
• Manage document versions in an AODocs library
• Check out a document: create a draft version
• Check in a document: confirm a draft version
• Cancel a check-out: discard a draft version

Document relations

• Use document relations

Export documents or folders from AODocs

• Export documents or folders to a user's My Drive
• Export documents or folders to Team Folders or Secured Folders

Manage your account

• Switch your account
• Switch domain