AODocs
Articles
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AODocs Salesforce Connector: what happens in Salesforce and AODocs?
The AODocs Salesforce connector lets you create rules to trigger actions between your instance of Salesforce and AODocs on your domain. For example, you can create: a Salesforce to AODocs rule tha...
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Outlook add-in: Sign in and grant permissions
The Outlook add-on lets you export emails and their attachments to AODocs libraries. Note: The Outlook add-in is available only in Document Management libraries, using any storage platform. Learn ...
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Export a Gmail message you received into an AODocs library
The Gmail add-on lets you export emails and their attachments to AODocs libraries. Note: The Gmail add-on is available in all types of library: Team Folders, Secured Folders and Document Management...
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Authorizations for UFO
The Universal File Opener (UFO) is a Google Chrome extension. It lets you: open non-Google files locally on your computer using the corresponding software save the changes you made locally back to...
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Create and manage libraries with Folio
Folio lets users create and manage pre-configured libraries. When a user creates a document or performs a workflow action in a specially configured AODocs Folio library, a new pre-configured librar...
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Configure migrations from Lotus Notes
Migrate for AODocs is a tool that lets you migrate files and folders into your AODocs libraries. Important: Migrate for AODocs is currently available for our service teams only. For EAP access, con...
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AODocs mobile: Open documents and start working in the mobile app
The AODocs mobile app is a mobile application that brings AODocs features directly into your mobile device. This article explains how to: Automatically generated table of contents Open documents i...
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AODocs mobile: Add attached files to documents in Document Management libraries
The AODocs mobile app is a mobile application that brings AODocs features directly into your mobile device.This article explains how to add attached files to documents in Document Management librar...
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AODocs mobile: Known limitations
The AODocs mobile app is a mobile application that brings AODocs features directly into your mobile device. This article provides information on the known limitations of the AODocs mobile app. Auto...
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Create your own formulas: play with entity references in JavaScript
With AODocs, you can set up conditional logic in document classes in any type of AODocs library. When users edit their documents, conditional logic is applied as follows: property values can be ca...