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Working with Files

Agiloft offers advanced file management features for many of the standard document types such as Office, Google Drive, and PDF. 

Some of these features include:

  • Direct File Edit: allows you to open Office files from a field in a record, edit them, and save them back to the field.
  • Document Viewer: allows you to view documents directly in your KB, instead of using third-party software like Microsoft Word. 
  • Document Templates: allow you to generate documents from record fields using a markup language to insert formulas into the document.
  • Adobe Sign and DocuSign Integrations: allow you to use eSignature to process documents in a contract. 
  • File with Versioning Field: allows you to set up versioning control and document comparisons. 

The topics in this section will help you when making decisions about how to set up a system to achieve optimal document and file management for your user requirements.