Getting Started
Getting Started
6 articles
- 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.
- Transitioning from HowNow to Active DocumentsTo assist users in understanding the transition process from HowNow to Active Documents and address common questions.
- Active Documents Glossary for HowNow UsersFinding your familiar HowNow features in 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 Microsoft 365 administrators in deploying the Active Documents add-in firm-wide for filing emails.