AODocs product
Articles
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Manage calendars and public holidays on your AODocs tenant
Calendars let AODocs calculate dates in business days instead of calendar days. A calendar defines the working week of your organization – for example, Monday to Friday – and its non-working days,...
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Configure category relationships
A category relationship lets you filter the values available in one category based on the value a contributor selects in another category. As a result, contributors only see the values that are re...
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Required Google Update: Prepare your AODocs libraries for the transition to Google Drive's "Limited Access" model
The essentials, in one paragraph Google is changing the way permissions work in Google Drive, and is about to retire a mechanism (the Negative ACLs) that AODocs has relied on for many years to enf...
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What are portals
This article provides an overview of AODocs Portals, which let you securely share documents with external users and collect documents from them, with full audit trail and automation capabilities.Au...
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Quick start: Create your first portal
This article provides a step-by-step guide to create your first AODocs Portal for sharing documents with an external user. These steps describe manual configuration—once you understand the concepts...
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Portal configuration scenarios
This article covers common AODocs Portal configurations, from simple file sharing to complex document request workflows with AI-powered extraction.Automatically generated table of contentsHow confi...
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Granting portal access to external users
This article explains the three steps required to give an external user access to an AODocs Portal. Each step can be performed manually or automated through scripts. Automatically generated table o...
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Portal user experience and audit
This article describes the features available to external users in AODocs Portals, the user journey when accessing a portal, and how portal activity is tracked through audit logs.Automatically gene...
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AODocs Portals limitations and best practices
This article describes the recommended limits and current limitations of AODocs Portals.Automatically generated table of contentsRecommended limits Capability Recommended limit Notes File ...