All documents created and signed in the Docue platform are automatically archived in "All Documents" on your workspace. You can create the folder structure and organize your documents the way you want there.
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Archiving documents in All Documents
In addition to documents and contracts created in the service, you can also archive your own PDF-files to your Docue archive by clicking the "Import" button from "All Documents".
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Reminders
You can set reminders to the documents for situations like trials coming to an end or contracts that are about to expire. You can also write specific notes in "Email reminders". You get to add reminders by choosing the document you want from "Recent Documents" in the page "All Documents".
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Limiting document visibility
If you want to limit the visibility of documents in the company workspace archive, you can limit the user rights through user roles in settings.
Storing and editing documents
Documents and contracts created in the service are stored indefinitely, unless the admin themselves delete them. Note that if you have access to multiple workspaces, the documents are separated. If you can't locate the document you're looking for, check out how to switch workspaces.
If you want to edit documents in the archive, read the instructions: Editing a document.
Key words: Edit, editing, save, saving, finish, archive, notes, reminders, reminder, folders