Active | Business Fitness

<b>Overview:</b> This quick start video provides you with essential steps to get started with using Active Documents, including;

- Adding client groups and clients
- Filing documents against a client
- Understanding client and internal documents
- Understanding cabinets, categories and keywords
- Finding documents using search and filters, within a client and across your firm
- Adding documents by drag and drop, upload, or creating them in place
- Generating a document from content and master templates
- Editing a generated document and finalising it as a PDF

Please refer to the <a href="https://active-help.businessfitness.com/en/articles/38770-glossary-of-key-terms">Glossary</a> for definitions of key terms used in this article.

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Quick start video (Active Documents)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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RESOURCE	SUMMARY & LINK
Best practice guide for users	Click here for the recommended ways of working in Active Documents
Adding and filing documents	Click here to learn how to add and file client and internal documents
Working with templates	Click here to understand how templates and merge fields work
Training Centre	Click here for our training courses on Active products
Support Centre	Click here for our library of support articles

Quick start video (Active Documents)

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