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.