Administrator Guides
Administrator Guides
6 articles
- 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.
- How to clear the Outlook add-in cacheTo assist users in clearing the Outlook add-in cache so the latest Active Documents updates load correctly.