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ShareDo Knowledge Base

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Managing Cases and Tasks with ShareDo

New to ShareDo? Learn how to navigate and manage your cases, tasks and documents

Product Overview

Take a tour through the ShareDo platform. Use this section as a launch pad to more detailed documentation.

Accelerator Packs

ShareDo provides a number of accelerators for both your practice groups and common services to streamline your solution implementation

Modeller Guide

Learn how to configure ShareDo for your use cases

Popular Articles

Sending Emails from ShareDo Calculated Fields in ShareDo Calling Sharedo APIs from an external application Form Builder Overview Data Composer Creating a Template Modelling your work types with ShareDo Using Calls to Action in Workflow Managing workflows within a live environment What is ShareDo

More Resources

Managing Cases and Tasks with ShareDo

New to ShareDo? Learn how to navigate and manage your cases, tasks and documents

Product Overview

Take a tour through the ShareDo platform. Use this section as a launch pad to more detailed documentation.

Accelerator Packs

ShareDo provides a number of accelerators for both your practice groups and common services to streamline your solution implementation

Modeller Guide

Learn how to configure ShareDo for your use cases

Document Template Admin

Learn to configure document templates

Finance Configuration Guide

Learn how to configure ShareDo's finance features

Integration Guide

How ShareDo works with other apps in your stack

Developer Guide

Technical documentation for those who know how to code

System Administration

Manage the day to day running of your application including teams, users, security and features.

Data Loading and Migration

Learn how to load and migrate data into ShareDo

Implementing Sharedo

Planning your ShareDo implementation and some useful how to guides to get you started

Release notes

What has changed in ShareDo between releases

ShareDo Educational Sessions

A series of ShareDo training videos to teach you about all aspects of the software

Welcome to the ShareDo Knowledge Base

Our Knowledge Base encompasses help material for end users, template authors, modellers, project managers and system administrators.

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