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
- Add files and folders to your Team Folders
- Add files and folders to your Secured Folders
- Create files from scratch in Team Folders and Secured Folders
- Create Microsoft Office files
- Create documents from emails in Team Folders and Secured Folders (in Gmail)
- Create documents from emails in Document Management libraries (in Gmail)
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 AODocs libraries
- Copy documents in your Secured Folder
- 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
- [video] How to manage properties and approve documents in 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
Security settings
Set permissions for users
- Manage permissions in your Team Folders
- Manage permissions in your Secured Folders
- Manage permissions with Google Groups
- Apply uniform permissions to all files and folders in your library
- Lock the folder structure in Secured Folders
- Prevent users from changing document permissions
Manage documents
The AODocs interface
- What is the AODocs homepage?
- What is the library homepage?
- What is an AODocs document?
- Understand the AODocs document interface
- Use views (beta version) in your AODocs libraries
- Set your user preferences
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
- Rename documents and folders in libraries
- Duplicate documents within a library
- Move documents or folders to a different folder
Manage your attachments
- What are attachments?
- Preview attachments
- Upload non-Google attachments
- Download attachments
- Manage attachments in Document Management libraries
- Work with Google file attachments
Manage your documents — Advanced actions
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
- Restrict the visibility of your library
- Configure how properties and the time are displayed in workflow emails
Configure document classes
- What are 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
Configure custom properties
Create formulas for calculated elements
- Create and configure calculated elements
- Getting started with formulas for calculated elements
- 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 for each type of calculated element
Security settings
- Configure security settings in Document Management libraries
- Configure security settings in Secured Folders from AODocs
- Configure security settings in Team Folders from AODocs
- Interpret internal shortcuts in Team Folders as move operations (experimental workaround)
- Configure inherited permissions in document classes
- Prevent users from overriding inherited permissions
Categories
- What are categories?
- [video] How to create and configure categories?
- Create categories
- Configure categories
- [video] How to configure category sublevels?
- Configure category sublevels
Configure views
Configure roles
Configure and manage 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 AODocs Smartbar to your domain
- Deploy the UFO client to your domain
- Configure domain-wide UFO features
- Which proxies does UFO support?
- Deploy AODocs extensions to your domain
- Deploy AODocs extensions on your domain with Cloud Policies
Technical details and performance recommendations
- Recommended limits in AODocs
- Behavior of AODocs with Google Drive for desktop
- Google Chrome usage recommendations
- Google Drive performance recommendations
- Firewall and proxy configuration recommendations
- What is the lost+found folder?
Domain status
Domain management
- Access the domain administration
- Overview of the domain administration homepage
- Manage AODocs super administrators
- Manage library creators
- Manage storage accounts
- Redirect permission requests to library administrators
Manage your subscription and licenses
Manage third party access
Troubleshooting
Universal File Opener (UFO)
- What is the Universal File Opener (UFO)?
- Install the Universal File Opener (UFO)
- Permissions required by the Universal File Opener (UFO)
- UFO: Open and edit non-Google files in Google Drive
- UFO: Open and edit non-Google attachments in AODocs
- UFO: View locked files
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
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 your migrations in quick mode
Bulk Updater
- What is Bulk Updater?
- Bulk Updater: Permissions
- 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 schedules
- Manage your retention schedules
- Assign retention schedules to AODocs libraries
AODocs AwesomeTable connector
Forms to AODocs add-on
AODocs–Virtru integration
AODocs–DocuSign integration
Product news and updates
AODocs Release notes
-
AODocs V55 Release notes
-
AODocs V54 Release notes
-
AODocs V53 Release notes
-
AODocs V52 Release notes
-
AODocs V51 Release notes
-
AODocs V50 Release notes
AODocs Smartbar Release notes
-
AODocs Smartbar V16 Release notes
-
AODocs Smartbar V15 Release notes
-
AODocs Smartbar V14 Release notes
-
AODocs Smartbar V13 Release notes
-
AODocs Smartbar V12 Release notes
-
AODocs Smartbar V11 Release notes
UFO Release notes
-
UFO 7.0 Release notes
-
UFO 6.0 Release notes
-
UFO 5.0 Release notes (technical release)
-
UFO 4.0 Release notes
-
UFO V3.0 Release notes
-
UFO V2.0 Release notes