Active Documents
Active Documents
17 articles
Getting Started
Getting Started
- Getting started with templates in Active DocumentsTo help new users understand how templates work in Active Documents, what each template type does, and how templates are used to generate documents.
- Quick start video (Active Documents)To assist users in navigating and using Active Documents.
- Best practice guide for users (Active Documents)To assist users in understanding the recommended ways of working in Active Documents, from initial setup through to template management and day-to-day document handling.
- How to install the Active Documents Outlook Add-inTo assist users in installing the Active Documents add-in for filing emails.
User Guides
User Guides
- How to add and file documentsTo assist users in adding and filing documents in Active Documents.
- How to generate documents from templatesTo assist users in generating documents from templates
- How to combine multiple PDF files into a single PDFTo assist users in combining or merging multiple PDF files into a single document using the Merge PDF feature in Active Documents.
- How to set up letterheadTo assist document authors in setting up and managing letterheads for the firm for use in Master templates and document generation.
- How to create content templatesTo assist document template authors in creating content templates in Active Documents for use in Merge Documents.
- How to create master templatesTo assist document template authors in creating Master templates in Active Documents for use in Merge documents.
- How to create a conditional merge fieldTo assist document template authors in creating conditional merge fields for use in content templates.
- How to file emails using the Active Documents Outlook add-inTo assist users in filing sent and received emails, including their attachments, to Active Documents using the Active Documents Outlook add-in.
Administrator Guides
Administrator Guides
- How to set up document categoriesTo assist admin users in setting up document categories for Active Documents.
- How to set up cabinetsTo assist admin users in setting up Cabinets for Active Documents.
- How to set up watermarksTo assist admin users in setting up and managing watermarks for the firm for use in Master Style Templates and generating documents.
- How to set up and use Active Documents - Annature e-Signature IntegrationTo assist admin users in setting up and using the Active Documents - Annature e-Signature integration.
- How to set up and use Active Documents - FuseSign e-Signature IntegrationTo assist admin users in setting up and using the Active Documents - FuseSign e-Signature integration.