• Planning your document template migration

  Document Templates Analysis Guide Overview This guide outlines a structured approach for performing the initial analysis on the document templates to be imported into...

  First posted: April 20th, 2022 1183 views 0 likes
• Document Production and Assembly

  ShareDo supports extensive document generation/assembly functionality. Document templates can be created automatically via workflows or launched from the case Prepare menu. Introductory video on...

  First posted: May 4th, 2022 2170 views 1 likes
• Creating a Template

  Document templates are managed in the Document Administration area of the product. This can be access via Launchpad > Open Document Admin > Document...

  First posted: April 6th, 2022 3687 views 0 likes
• Clone Document Templates and Pack Contents

  v7.7.0 and later Instead of creating document templates from scratch, you can clone existing templates and pack contents using the Clone button in the...

  First posted: May 21st, 2024 247 views 0 likes
• Configuring and Using Voice Notes with Documents

  Introduction ShareDo allows you to record voice notes attached to work items. These notes are stored in your document management system (DMS) and behave...

  First posted: February 23rd, 2024 275 views 0 likes
• Document Preview / PDF Conversion Issue

  Prizm Issues Decision Tree Prizm is the tool used at ShareDo to generate new documents from ShareDo templates and preview existing documents. It runs...

  First posted: June 4th, 2025 107 views 0 likes
• Document Generation – Unhydrated Tags

  Overview ShareDo uses Microsoft Word’s Rich Text Content Controls when tagging document templates. These controls, or tags, are displayed like this: When ShareDo generates...

  First posted: August 13th, 2025 80 views 1 likes

Subcategories

Document Template Authoring with the Word Add-in

Learn how you use the Word plugin to author document templates

6 Articles by 1 Author

Email and SMS Template Authoring

1 Article by 1 Author

Document Template Types

Understand the different template types available in the system and extend these to meet your unique needs

1 Article by 1 Author

FAQs

4 Articles by 2 Authors