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AdministrationDocument utilities

Small tools the rest of the suite leans on.

Document utilities is the set of small tools the rest of the suite leans on: PDF handling, archives, managed downloads and fetching a file from somewhere else.

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Read the user guide documents

What it does

Document utilities, in the product’s own words

  • PDF tools — produce and manipulate PDFs
  • Archives — compress and extract
  • Downloads — links and managed shares
  • URL downloads — queue a fetch from elsewhere

Before you start

What has to be in place

  • Nothing. These are used from inside the modules that need them.

In the user guide

4 tasks, explained

  1. 01Produce and manipulate PDFs
  2. 02Compress and extract archives
  3. 03Manage downloads and links
  4. 04Queue a URL download
Open the Document utilities guide

Works with

The same records, not a sync

Documents & OfficeTemplates that produce paperwork, and editing in the browser.DriveFile storage with sharing that is actually enforced — 15 permissions.SharingOne set of rules for getting a record out of the system.

More in Administration

All of Administration
Users & RolesWho may sign in, and what they may do once they have.SecurityThe settings that decide how hard the front door is.Dashboard & AnalyticsWhat is happening, and what happened.SearchOne search box across the suite.Storage & UploadsWhere files physically live.API & IntegrationsLetting other systems in, deliberately.NotificationsAlways on, never a screen of their own.