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.

AI Document Summary

If your organization has signed up for AI features in Entities, you can use AI to summarise documents available in Entities. To find out more, go to AI Document Summary.

Data Library

You can also upload and store documents in Data Library. To find out more about this functionality, go to Data Library.

Secure File Sharing

You can send documents easily and securely directly from DiligentEntities into a specified room or folder within Secure File Sharing.

To find out more about secure transfer of documents, go to Secure File Sharing.