ExportDoc includes a built-in Help Guide section to assist users in understanding platform features, workflows, and document management processes.
Users can access the Help Guide from Settings → Help Guide.
The Help Guide includes the following sections:
• How to Create Order
• Search & Filters
• Generated Variables
• Document Expiry Notification
• FAQs
1. How to Create Order
This section provides a basic overview of the order creation process, including guidance on creating orders manually or using AI-assisted order creation features.
It helps users understand the workflow for managing orders within the platform.
2. Search & Filters
The Search & Filters section explains how to use filters effectively across different modules of the software.
It includes:
• Usage of search filters
• Filter options available in different sections
• Tips for finding records quickly
• Best practices for organized data management
This helps users efficiently manage and locate orders, customers, reports, and other records.
3. Generated Variables
The Generated Variables section displays a complete list of dynamic variables generated from:
• Order Details
• Customer Information
• Company Data
• Document Information
Each variable includes a description explaining its purpose and usage within document templates.
This section helps users easily identify and use variables while creating customized document templates.
4. Document Expiry Notification
This section explains how document expiry tracking and notifications work within ExportDoc.
It includes guidance for:
• Setting up expiry notifications
• Managing document validity dates
• Tracking expiring compliance or business documents
This helps businesses stay updated and avoid missing important document renewals or compliance deadlines.
5. FAQs
The FAQs section contains answers to commonly asked questions related to the platform, features, workflows, and document management processes.
It helps users quickly resolve common queries and better understand software functionality.
