---
title: Essal Office | Help Center
description: Learn how to use Essal Office.
---

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1. [Help Center](https://help.essal.cloud/en)
2. [Essal Office](https://help.essal.cloud/en/essal-office)

# Essal Office

 Learn how to use Essal Office.

## Getting started

- [Taking the Interactive Tour](https://help.essal.cloud/en/article/1378-)
- [Customizing Your Dashboard](https://help.essal.cloud/en/article/1377-)
- [First-Time Setup Checklist](https://help.essal.cloud/en/article/1375-)
- [How to Reach Essal Office Support](https://help.essal.cloud/en/article/1379-)
- [Logging In and Navigating the Dashboard](https://help.essal.cloud/en/article/1374-)
- [Understanding User Roles and Permissions](https://help.essal.cloud/en/article/1376-)
- [What is Essal Office?](https://help.essal.cloud/en/article/1373-)

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## Searching and saved views

- [Sorting and Viewing Document Lists](https://help.essal.cloud/en/article/1466-)
- [Advanced Search Syntax](https://help.essal.cloud/en/article/1462-)
- [How to Search for Documents](https://help.essal.cloud/en/article/1461-)
- [Creating a Saved View](https://help.essal.cloud/en/article/1464-)
- [Managing and Organising Saved Views](https://help.essal.cloud/en/article/1465-)
- [Using Filters to Narrow Your Results](https://help.essal.cloud/en/article/1463-)

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## Correspondents and document types

- [What Are Document Types?](https://help.essal.cloud/en/article/1394-)
- [Creating and Managing Correspondents](https://help.essal.cloud/en/article/1393-)
- [Creating and Managing Document Types](https://help.essal.cloud/en/article/1395-)
- [What Are Correspondents?](https://help.essal.cloud/en/article/1392-)
- [Auto-Matching Correspondents and Types](https://help.essal.cloud/en/article/1396-)

## Email import

- [Forwarding Emails to Essal Office](https://help.essal.cloud/en/article/1474-)
- [Configuring an Email Account for Import](https://help.essal.cloud/en/article/1472-)
- [Setting Up Mail Rules](https://help.essal.cloud/en/article/1473-)
- [Troubleshooting Email Import](https://help.essal.cloud/en/article/1475-)
- [Introduction to Email Import](https://help.essal.cloud/en/article/1471-)

## Users groups and permissions

- [Creating and Managing Groups](https://help.essal.cloud/en/article/1484-)
- [Setting Global Permissions](https://help.essal.cloud/en/article/1485-)
- [Understanding User Roles](https://help.essal.cloud/en/article/1483-)
- [Common Permission Scenarios](https://help.essal.cloud/en/article/1486-)
- [Managing Users](https://help.essal.cloud/en/article/1482-)

## Sharing documents

- [Creating and Managing Share Links](https://help.essal.cloud/en/article/1468-)
- [Understanding Who Can See Your Documents](https://help.essal.cloud/en/article/1470-)
- [Setting Document-Level Permissions](https://help.essal.cloud/en/article/1469-)
- [Sharing Options Overview](https://help.essal.cloud/en/article/1467-)

## Working with documents

- [Using the Document History and Audit Log](https://help.essal.cloud/en/article/1402-)
- [Bulk Actions on Documents](https://help.essal.cloud/en/article/1404-)
- [Changing Document Ownership](https://help.essal.cloud/en/article/1403-)
- [Moving a Document to Trash](https://help.essal.cloud/en/article/1400-)
- [Downloading an Original Document](https://help.essal.cloud/en/article/1399-)
- [Editing Document Metadata](https://help.essal.cloud/en/article/1398-)
- [Sharing a Document via Link](https://help.essal.cloud/en/article/1401-)
- [Viewing and Opening a Document](https://help.essal.cloud/en/article/1397-)

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## Pdf tools

- [PDF Tools Overview](https://help.essal.cloud/en/article/1405-)
- [Rotating Pages](https://help.essal.cloud/en/article/1408-)
- [Deleting Pages from a PDF](https://help.essal.cloud/en/article/1409-)
- [Merging Multiple PDFs into One](https://help.essal.cloud/en/article/1407-)
- [Splitting a PDF into Multiple Documents](https://help.essal.cloud/en/article/1406-)

## Uploading documents

- [Uploading from Your Mobile Device](https://help.essal.cloud/en/article/1383-)
- [How to Upload a Document](https://help.essal.cloud/en/article/1380-)
- [Drag-and-Drop Upload](https://help.essal.cloud/en/article/1381-)
- [Checking Upload and Processing Status](https://help.essal.cloud/en/article/1385-)
- [What Happens After You Upload (OCR & Processing)](https://help.essal.cloud/en/article/1384-)
- [Supported File Types](https://help.essal.cloud/en/article/1382-)

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## Archive serial numbers

- [What Are Archive Serial Numbers?](https://help.essal.cloud/en/article/1491-)
- [Assigning Archive Serial Numbers](https://help.essal.cloud/en/article/1492-)
- [Searching by Archive Serial Number](https://help.essal.cloud/en/article/1493-)

## Workflows and automation

- [Troubleshooting Workflows](https://help.essal.cloud/en/article/1481-)
- [Workflow Triggers Explained](https://help.essal.cloud/en/article/1478-)
- [What Are Workflows?](https://help.essal.cloud/en/article/1476-)
- [Practical Workflow Examples](https://help.essal.cloud/en/article/1480-)
- [Creating a Workflow](https://help.essal.cloud/en/article/1477-)
- [Workflow Actions Reference](https://help.essal.cloud/en/article/1479-)

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## Organizing with tags

- [Auto-Matching: Let Essal Office Assign Tags Automatically](https://help.essal.cloud/en/article/1390-)
- [What Are Tags and How Do They Work?](https://help.essal.cloud/en/article/1386-)
- [Tips for Designing Your Tag System](https://help.essal.cloud/en/article/1391-)
- [Creating and Managing Tags](https://help.essal.cloud/en/article/1387-)
- [Using Nested Tags to Build a Hierarchy](https://help.essal.cloud/en/article/1389-)
- [Assigning Tags to Documents](https://help.essal.cloud/en/article/1388-)

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## Troubleshooting and faq

- [Slow Performance and Loading Issues](https://help.essal.cloud/en/article/1496-)
- [Frequently Asked Questions](https://help.essal.cloud/en/article/1498-)
- [Document Not Appearing in Search Results](https://help.essal.cloud/en/article/1494-)
- [Login and Access Problems](https://help.essal.cloud/en/article/1497-)
- [Auto-Matching Not Working](https://help.essal.cloud/en/article/1500-)
- [Contacting Essal Office Support](https://help.essal.cloud/en/article/1501-)
- [Document Processing Errors](https://help.essal.cloud/en/article/1495-)
- [OCR Quality Issues](https://help.essal.cloud/en/article/1499-)

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## Account and security

- [Notification Preferences](https://help.essal.cloud/en/article/1488-)
- [Managing API Tokens](https://help.essal.cloud/en/article/1489-)
- [Security Best Practices for Essal Office Users](https://help.essal.cloud/en/security-best-practices-for-essal-office-users)
- [Updating Your Profile and Password](https://help.essal.cloud/en/article/1487-)

## Custom fields

- [Filling In Custom Field Values on Documents](https://help.essal.cloud/en/article/1458-)
- [Filtering Documents by Custom Field Values](https://help.essal.cloud/en/article/1459-)
- [Creating and Managing Custom Fields](https://help.essal.cloud/en/article/1457-)
- [What Are Custom Fields?](https://help.essal.cloud/en/article/1456-)
- [Custom Field Examples and Use Cases](https://help.essal.cloud/en/article/1460-)

- [Essal Office](https://help.essal.cloud/en/essal-office#main-content)

    - [Getting started](https://help.essal.cloud/en/essal-office#getting-started)
    - [Searching and saved views](https://help.essal.cloud/en/essal-office#searching-and-saved-views)
    - [Correspondents and document types](https://help.essal.cloud/en/essal-office#correspondents-and-document-types)
    - [Email import](https://help.essal.cloud/en/essal-office#email-import)
    - [Users groups and permissions](https://help.essal.cloud/en/essal-office#users-groups-and-permissions)
    - [Sharing documents](https://help.essal.cloud/en/essal-office#sharing-documents)
    - [Working with documents](https://help.essal.cloud/en/essal-office#working-with-documents)
    - [Pdf tools](https://help.essal.cloud/en/essal-office#pdf-tools)
    - [Uploading documents](https://help.essal.cloud/en/essal-office#uploading-documents)
    - [Archive serial numbers](https://help.essal.cloud/en/essal-office#archive-serial-numbers)
    - [Workflows and automation](https://help.essal.cloud/en/essal-office#workflows-and-automation)
    - [Organizing with tags](https://help.essal.cloud/en/essal-office#organizing-with-tags)
    - [Troubleshooting and faq](https://help.essal.cloud/en/essal-office#troubleshooting-and-faq)
    - [Account and security](https://help.essal.cloud/en/essal-office#account-and-security)
    - [Custom fields](https://help.essal.cloud/en/essal-office#custom-fields)

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