Welcome!
How to install AODocs?
AODocs: the basics
- Glossary of AODocs basic terms
- Video: AODocs key principles and terminology
- What are AODocs documents?
- What are AODocs libraries?
- What are the differences between the various storage platforms for AODocs?
- What are document classes?
Your first steps with AODocs
- Sign in to AODocs
- Create your first Team Folder in Google Drive
- Next steps with your first Team Folder
- Create your first Secured Folder
- Next steps with your first Secured Folder
- Create your first Document Management library
Knowledge Base
The AODocs Smartbar
- What is the AODocs Smartbar?
- Install the AODocs Smartbar
- Permissions required by the AODocs Smartbar
- Manage your AODocs Smartbar permissions
- AODocs Smartbar settings
- AODocs Smartbar status
Create Team Folders
Access your Team Folders and Secured Folders
Create files and folders in AODocs libraries
Manage your files — Basic actions
- Access Smartbar features in the Google Drive file preview
- Open and edit non-Google files
- Rename files and folders in Secured Folders
- Copy documents in Secured Folders
- Copy your folder structure from Google Drive
- Move files and folders
Search for files
Manage your files — Advanced actions
- Display and edit file properties from Google Drive
- Perform workflow actions from Google Drive
- Move documents from an AODocs library to a shared drive
- Move files or folders from shared drives to AODocs libraries
- Convert Microsoft Office files to Google files
- Check the ownership transfer from Google Drive
The AODocs interface
- What is the AODocs homepage?
- What is the library homepage?
- Understand the AODocs document interface
- Use beta views in your AODocs libraries
- Use new views in your AODocs libraries
- Monitor the progression of jobs run from views
Create AODocs libraries
Access your AODocs libraries
Create AODocs documents
- Create AODocs documents
- Create documents in Team Folders and Secured Folders
- Create documents in Document Management libraries
- Create documents by copy
- Create documents from a template
- Create documents from emails in Document Management libraries (in any email client)
Manage your documents — Basic actions
- Edit custom properties
- Share documents and folders in Secured Folders
- Share documents in Document Management libraries
- Manage permissions with Google groups
- Manage permissions with Microsoft groups
- Rename documents and folders in views
Manage your attached files
- What are attached files?
- Preview attached files
- Replace (upload) non-Google attached files in libraries using Google Drive
- Download attached files
- Add attached files in Document Management libraries using Google Drive
- Add attached files in Document Management libraries using Google Cloud or Azure storage
Manage your documents — Advanced actions
- Publish your document
- Share attached files as Google Drive URLs
- Use conditional logic in your AODocs documents
- View a structural chart with AODocs Charts
- Import Google Drive files and folders into a Secured Folder or Team Folder
- Add files and folders as an external user
Search for documents
Manage AODocs folders
Workflows
Version control
Document relations
Manage your account
Access the library administration
General settings
- Configure your library's general settings
- Configure the home URL of your library
- Define a URL for redirection
- Define a notification address for custom script error emails
- Restrict the visibility of your library
- Configure how properties and the time are displayed in workflow emails
Configure document classes
- Create and configure document classes
- Manage the display of AODocs documents
- Configure folders in your document class
- Create and configure document templates
- Manage your document templates
- Manage document creators
Configure custom properties
Create formulas for conditional logic
- What is conditional logic in AODocs?
- Getting started with formulas for conditional logic
- Add entity references to your formulas
- Create your own formulas: play with entity references in JavaScript
- Create your own formulas: use the correct JavaScript syntax in conditional logic
Security settings
- Configure security settings in Document Management libraries
- Configure security settings in Secured Folders in the AODocs interface
- Configure security settings in Team Folders in the AODocs interface
- Interpret internal shortcuts in Team Folders as move operations (experimental workaround)
- Configure inherited permissions in document classes
- Prevent users from overriding inherited permissions
Categories and reference catalogs
- What are categories and reference catalogs?
- Create categories
- Configure categories
- Configure category sublevels
- Define category sublevels with a CSV file
- View and configure default categories
Configure views
Library roles
Create and configure workflows
- What are workflows?
- Step 1: Assessment of your business need
- Step 2: Create workflow states
- Step 3: Add workflow transitions
- Step 4: Create workflow email templates
- Step 5a: Configure workflow emails – Action emails
Check-out / Check-in and version control
Document relations
AODocs email management
Manage deleted documents
Library operations
Export documents or folders from AODocs
Custom scripts
Manage AODocs extensions
- Deploy the new AODocs Smartbar to your domain
- Deploy the UFO or AFO client to your domain
- Authorize the Drive scope for UFO on your domain
- Configure domain-wide UFO/AFO features
- Which proxies do UFO and AFO support?
- Deploy AODocs extensions to your domain
Technical details and performance recommendations
- Does AODocs use SPF, DKIM and DMARC?
- Enable Microsoft groups on your AODocs domain
- Recommended limits in AODocs
- Google Chrome usage recommendations
- Google Drive performance recommendations
- Firewall and proxy configuration recommendations
Domain status
Domain management
- Access the domain administration
- What is the AODocs domain administration homepage?
- Manage AODocs storage accounts
- Redirect permission requests to library administrators
- What are external domains?
- Manage external domains
Domain roles
Manage your subscription and licenses
- How are user licenses allocated in AODocs?
- Upgrade AODocs from trial version to full version
- Manage your AODocs subscription
- Manage user licenses
- Use the API to list all licensed users on your domain
- Uninstall AODocs
Manage third party access
Troubleshooting
Getting started
Access your libraries and documents
Create and edit documents
- AODocs mobile: Create documents in Document Management libraries
- AODocs mobile: Create new related items
- AODocs mobile: Edit documents
- AODocs mobile: Add attached files to documents in Document Management libraries
- AODocs mobile: Manage attached files in Document Management libraries
- AODocs mobile: Manage comments in your documents
Perform workflow and custom script actions
UFO and AFO
Migrate for AODocs
- What is Migrate for AODocs?
- Before you start: prerequisites and recommendations
- Administrators: Set up and manage Migrate for AODocs
- Getting started with Migrate for AODocs
- Migrate for AODocs permissions
- Run migrations in quick mode
AODocs bookmarklets
- What are bookmarklets?
- Use AODocs bookmarklet: Audit Log
- Use AODocs bookmarklet: Batch Actions
- Use AODocs bookmarklet: Document Export
- Use AODocs bookmarklet: Metadata Copy
- Use AODocs bookmarklet: Permission Export
Library Switcher
Bulk Updater
- What is Bulk Updater?
- Bulk Updater: Access and sign in
- Bulk Updater: Configure and run your export
- Bulk Updater: View your exports
- Bulk Updater: The spreadsheet
- Bulk Updater: Refresh the data in your exported spreadsheet
AODocs Retention Module
- What is the AODocs Retention Module?
- What happens when you use retention in AODocs libraries?
- Install the AODocs Retention Module
- Create and configure your retention policies
- Manage your retention schedules
- Assign retention schedules to AODocs libraries
Outlook add-in
- Install the Outlook add-in on your AODocs domain
- Install the Outlook add-in individually
- Outlook add-in: Configure your library
- Outlook add-in: Sign in and grant permissions
- Outlook add-in: Export single emails to AODocs
- Outlook add-in: Export a batch of emails to AODocs
Gmail add-on
- Set up your Workspace and install the Gmail add-on
- Gmail add-on: Configure your library
- Gmail add-on: Getting started
- Export a Gmail message you received into an AODocs library
- Export a Gmail message you composed into an AODocs library
- Gmail add-on: Export a batch of emails to AODocs
Folio
AODocs modules, add-ons & connectors
AODocs–Virtru integration
AODocs–eSignature integration
Forms to AODocs add-on
Product news and updates
AODocs Release notes
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AODocs 67 Release notes
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New views and library homepage: Pre-release announcement
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AODocs 66 Release notes
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AODocs 65 Release notes
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AODocs 64 Release notes
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AODocs 63 Release notes
AODocs product change logs
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AODocs change log
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AODocs advanced features change log
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AODocs connectors change log
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Google add-ons and extensions change log
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Microsoft add-ins and extensions change log
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Migrate for AODocs change log