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Working with Documents

Understand how you manage documents with Sharedo and your Document Management system

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Preparing Document Bundles

Overview Document Bundling is a feature that enables you to combine documents uploaded or created in ShareDo into one PDF document. Bundles are created...

First posted: April 6th, 2022 1432 views 2 likes
Preparing a document

Prepare a New Document Select the ‘Prepare’ button on the Action bar. A list of all document and email templates you can access displays....

First posted: April 23rd, 2022 1425 views 0 likes
Managing Documents and Emails via the Document Views

ShareDo does not physically store documents in ShareDo. When you create, upload or store a document in ShareDo it is saved into your document...

First posted: April 23rd, 2022 1054 views 0 likes
Authoring Documents Using the Word Add-in

Overview The ShareDo Word Add-in provides the following tools for Document Authors. Finding Reusable Content Within ShareDo, reusable content is described as “Content Blocks”....

First posted: April 20th, 2022 1414 views 0 likes
Installing the Word Add-in

ShareDo Autodoc It is imperative that the ShareDo Autodoc function is disabled before the Word add-in is used. Due to the different methods used...

First posted: April 20th, 2022 1920 views 0 likes
Introduction to Document Expectations

Watch this short video to learn about working with document expectations.

First posted: June 23rd, 2023 416 views 0 likes
Preparing Court Forms using FormEvo

Introduction ShareDo integrates with FormEvo's comprehensive and secure electronic and digital legal forms library. Previously, ShareDo users who required court forms had to download...

First posted: September 7th, 2023 910 views 0 likes
Document Repository Quick Folders

On inception of a new work item, the Document Repository Quick Folders function can create a new set of folders within the left-hand Quick...

First posted: May 14th, 2024 326 views 1 likes
How do I open documents in the Word app rather than Word Online by default?

By default, when you open documents in ShareDo, they open in Microsoft Word Online. You can change this so that documents open in the...

First posted: February 21st, 2025 99 views 0 likes
Document Repository Viewer

Overview of the Document Repository Viewer The Document Repository Viewer in ShareDo allows users to access and interact with documents stored in an external...

First posted: March 11th, 2025 225 views 0 likes