Working with Documents

This section provides articles on creating and storing documents, setting permissions, generating templates, managing version control, and more.

• Document Automation: Creating a Template
• How Do I Generate a Document Using My Template?
• How to find Amberlo storage?
• How to Use the Correspondence module in Amberlo?
• How to access and use Documents Registries Table view?
• Can Responsible users receive Notifications when the document was registered and assigned?
• How to add Related Person information based on the role at the case on the Document Template?
• Can I Create a Copy of the Document Registry?
• How to use bulk actions in Documents module?
• Can I grant or deny access to download documents to specific users?
• How to Generate the Outgoing List?
• How to share documents in the Client Portal?