AODocs

Step 3: Configuration — Add workflow transitions

1. AODocs library administration – for administrators
2. Configure and manage workflows

A workflow is a sequence of steps describing the life cycle of a document. Workflows can automate your business processes such as reviewing documents, approving invoices and publishing company poli...

• Edited February 15, 2019 16:17
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[video] What are the AODocs Team Folder and Secured Folder features?

1. Getting started
2. What is AODocs?

AODocs - Team and Secured Folders welcome tour

• Edited February 15, 2019 10:46
• 4 followers
• 1 comment
• 3 votes

Bulk Updater: Configure your export

1. AODocs connectors and add-ons
2. Bulk Updater

Bulk Updater is a web application that allows you to update in bulk the properties (also called metadata) of your AODocs documents. Only library administrators and super administrators can use Bulk...

• Edited February 14, 2019 09:12
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Manage deleted documents and folders

1. AODocs library administration – for administrators
2. Manage deleted documents

The library trash contains documents and folders deleted by users. It can be accessed by library administrators only. The library trash is not limited in terms of the number of items, but there is ...

• Edited February 14, 2019 09:12
• 1 follower
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• -1 votes

Bulk Updater: Run your updates

1. AODocs connectors and add-ons
2. Bulk Updater

Bulk Updater is a web application that allows you to update in bulk the properties (also called metadata) of your AODocs documents. Only library administrators and super administrators can use Bulk...

• Edited February 13, 2019 10:11
• 1 follower
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Step 5: Configuration — Set workflow permissions

1. AODocs library administration – for administrators
2. Configure and manage workflows

A workflow is a sequence of steps describing the life cycle of a document. In AODocs, each workflow step is called a workflow state. Library administrators can configure workflow permissions for ea...

• Edited February 13, 2019 10:11
• 3 followers
• 2 comments
• 1 vote

Create and configure document classes

1. AODocs library administration – for administrators
2. Configure document classes

When working in a Secured Folder library or Document Management library you can create a new document class by following this procedure: 1. Open the library administration interface.  2. Select Doc...

• Edited February 13, 2019 10:11
• 6 followers
• 0 comments
• -1 votes

What is Bulk Updater?

1. AODocs connectors and add-ons
2. Bulk Updater

Bulk Updater is a web application that allows you to update in bulk the properties (also called metadata) of your AODocs documents. Note: Bulk Updater is currently in beta.  Who can use Bulk Up...

• Edited February 09, 2019 13:04
• 2 followers
• 0 comments
• 1 vote

Bulk Updater: Edit the properties of your AODocs documents in your Spreadsheet

1. AODocs connectors and add-ons
2. Bulk Updater

Bulk Updater is a web application that allows you to update in bulk the properties (also called metadata) of your AODocs documents. Only library administrators and super administrators can use Bulk...

• Edited February 08, 2019 08:57
• 2 followers
• 0 comments
• 2 votes

What are views?

1. AODocs library administration – for administrators
2. Configure views

A view is a page in AODocs that lists AODocs documents (or a subset of documents) from one or all document classes in a library. Users can access views from the library homepage. Example of a v...

• Edited February 08, 2019 08:47
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