Active | Business Fitness

To assist users in adding and filing documents in Active Documents.

How to add and file documents

To assist users in generating documents from templates

How to generate documents from templates

To assist users in combining or merging multiple PDF files into a single document using the Merge PDF feature in Active Documents.

How to combine multiple PDF files into a single PDF

To assist document authors in setting up and managing letterheads for the firm for use in Master templates and document generation.

How to set up letterhead

To assist document template authors in creating content templates in Active Documents for use in Merge Documents.

How to create content templates

To assist document template authors in creating Master templates in Active Documents for use in Merge documents.

How to create master templates

To assist document template authors in creating conditional merge fields for use in content templates.

How to create a conditional merge field

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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.

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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