AODocs library administration — for administrators

Access the library administration interface

• What is the library administration?
• 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
• Configure how properties and the time are displayed in workflow emails
• Customize your library homepage

See all 8 articles

Configure document classes

• What are document classes?
• Create and configure document classes
• Configure custom properties
• Configure help text for custom properties
• Manage the display of AODocs documents
• Configure document templates

See all 14 articles

Security settings

• Share your Document Management libraries
• Manage folder properties in Secured Folders
• Share your library with external users
• Prevent viewers from downloading, copying and printing

Categories

• What are categories?
• [video] How to create and configure categories?
• Create categories
• [video] How to configure category sublevels?
• Configure a category hierarchy
• Define a category hierarchy with a CSV file

Configure views

• What are views?
• Configure views in your library
• Manage the views in your library
• [video] How to configure views in AODocs?
• [video] How to configure views with filtering criteria?
• Insert a view into a Google Site

Configure roles

• What are roles?
• Configure roles

Configure and manage workflows

• What are workflows?
• Step 1: Assessment of your business need
• Step 2: Configuration — Create workflow states
• Step 3: Configuration — Add workflow transitions
• Step 4: Configuration — Configure workflow notifications
• Step 5: Configuration — Set workflow permissions

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Check-out / check-in

• What is check-out / check-in?
• [video] How to use and configure check-out / check-in in AODocs?
• Configure manual check-out / check-in

Document relations

• Configure relations

AODocs email management

• Notification emails sent by AODocs
• Configure emails to documents

Library operations

• Manage jobs
• Manage locked documents
• View the library audit log
• Apply labels to libraries

Export documents or folders from AODocs

• Export documents or folders to a user's My Drive
• Export documents or folders from Team Folders or Secured Folders
• Export documents from Document Management libraries

Manage deleted documents

• Manage deleted documents and folders
• Manage the retention period of deleted documents

Custom scripts

• Create custom scripts
• Configure custom scripts
• Trigger custom scripts on document classes
• Trigger custom scripts on workflow states
• Trigger custom scripts on relations