Documents
Everything you need to know about documents
By Brent and 1 other2 authors10 articles
- Document forwardingLearn how to enable document forwarding for your contracts in Aline.
- Converting DOCX templates to AlineLearn how to convert DOCX documents to Aline smart templates.
- Managing Contract Status, Expiration & Auto-Renewal (Evergreen) DatesClean expiration data powers your reports, reminders, and renewal planning. This guide explains how Aline tracks document status, how to capture and reconcile expiration and termination dates, and how to…
- File Format Requirements & PDF-to-Word ConversionWhich format to use for which Aline feature — Word for redlining and templates, PDF for reports and extraction — plus how to convert a PDF to Word and get…
- Organizing Documents with Labels & Bulk LabelingIn Aline, labels — not folders — are the primary way to organize documents. Learn how to label effectively, apply labels in bulk, review automatic labels, and use AI search…
- Bulk Upload & Large-Repository Cleanup / DeduplicationBringing thousands of contracts into Aline works best as a deliberate process: upload in batches, trim to what matters, remove duplicates, then clean up status and labels before you run…
- Updating a Template Document with Version HistoryUpload a new version of a template's document through Version History to keep one source of truth — and re-add the signature fields, which are dropped on re-upload.
- Uploading Draft vs. Signed Documents into AlineHow do I upload a document into Aline?
- Connect Your Existing Document Repository in AlineUse this feature to integrate your existing Box, Dropbox, Google Drive, OneDrive, or SharePoint accounts to live sync your documents into Aline.
- How to Rename Documents in AlineYou can easily rename any document in Aline, whether it’s stored in your Repository or part of an active Workflow. Renaming documents helps you stay organized and makes it easier…