Managing documents

You can upload documents to several locations in Diligent Entities. To find out how to work with documents in Entities, see the following:

• Supported File Types

• Import Documents

• Edit Documents

• Download Multiple Documents

Document templates

Document templates are files that you can prepopulate with frequently used data fields and categories in order to save time when you start creating new documents. Templates enforce wording, formatting and layout across letters, minutes, reports and all other documents (typically in Microsoft Word) that are automatically generated in DiligentEntities.

To learn more about working with templates, go to Document Templates.