Document Management

Document Management

Documents may be attached to Amicus files for convenient access by you and others in the firm.

Topics

●        Add/update a document

●        Edit document details, email a document, add notes, or view document versions

●        View your documents list

●        Auto-tagging documents

●        More Artificial Intelligence

●        Customize document features

[Main Topics]

Related topics

●        Document Assembly

●        Using the Microsoft Office Add-in for documents and document templates - (Tools)

Amicus Cloud Help Topics (Copyright January 2021)