Amelie Roux
Articles
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Step 2: Configuration — Create workflow states
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...
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Use AODocs bookmarklet: Batch Actions
Definition The Batch Actions bookmarklet allows you to open, view or download a set of attachments from your library. You can open, view or download several attachments in one go. Support pages and...
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Configure custom properties
A custom property is a field providing information for a specific document class. Properties can be used to structure documents, to improve the search experience and to customize a workflow. Proper...
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DocuSign Connector User Guide
Docusign offers an electronic signature system for files stored online. The Docusign connector allows you to use DocuSign electronic signature features directly from an AODocs workflow. Prepare...
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Step 3: Configuration — Add workflow transitions
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...
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Use AODocs bookmarklet: Document Export
Definition The Document Export bookmarklet allows you to export the values of properties for all documents defined in: a specific view all views in the library You can output the export in a CSV ...
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Understand the AODocs document interface
The AODocs document page is composed of: The header The AODocs document page The left sidebar The right sidebar The header The header contains: the navigation breadcrumb the ...
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Trigger custom scripts on relations
As a library administrator, you can configure custom actions to trigger a specific custom script on a relation. You can trigger Relation Filter or Relation Render Action custom scripts on a relatio...
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Draft Tip & Tricks: Publication workflow
This post provides a full example on how to configure a basic workflow using check-out/check-in. This example follows a step by step procedure: Step 1: Assessment of your business need Step ...
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Step 4: Configuration — Configure workflow notifications
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 emails for each wo...