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Essal Help Center
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Help Center
Essal Office
Essal Office
Learn how to use Essal Office.
Getting started
Taking the Interactive Tour
Customizing Your Dashboard
First-Time Setup Checklist
How to Reach Essal Office Support
Logging In and Navigating the Dashboard
Understanding User Roles and Permissions
What is Essal Office?
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Searching and saved views
Sorting and Viewing Document Lists
Advanced Search Syntax
How to Search for Documents
Creating a Saved View
Managing and Organising Saved Views
Using Filters to Narrow Your Results
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Correspondents and document types
What Are Document Types?
Creating and Managing Correspondents
Creating and Managing Document Types
What Are Correspondents?
Auto-Matching Correspondents and Types
Email import
Forwarding Emails to Essal Office
Configuring an Email Account for Import
Setting Up Mail Rules
Troubleshooting Email Import
Introduction to Email Import
Users groups and permissions
Creating and Managing Groups
Setting Global Permissions
Understanding User Roles
Common Permission Scenarios
Managing Users
Sharing documents
Creating and Managing Share Links
Understanding Who Can See Your Documents
Setting Document-Level Permissions
Sharing Options Overview
Working with documents
Using the Document History and Audit Log
Bulk Actions on Documents
Changing Document Ownership
Moving a Document to Trash
Downloading an Original Document
Editing Document Metadata
Sharing a Document via Link
Viewing and Opening a Document
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Pdf tools
PDF Tools Overview
Rotating Pages
Deleting Pages from a PDF
Merging Multiple PDFs into One
Splitting a PDF into Multiple Documents
Uploading documents
Uploading from Your Mobile Device
How to Upload a Document
Drag-and-Drop Upload
Checking Upload and Processing Status
What Happens After You Upload (OCR & Processing)
Supported File Types
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Archive serial numbers
What Are Archive Serial Numbers?
Assigning Archive Serial Numbers
Searching by Archive Serial Number
Workflows and automation
Troubleshooting Workflows
Workflow Triggers Explained
What Are Workflows?
Practical Workflow Examples
Creating a Workflow
Workflow Actions Reference
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Organizing with tags
Auto-Matching: Let Essal Office Assign Tags Automatically
What Are Tags and How Do They Work?
Tips for Designing Your Tag System
Creating and Managing Tags
Using Nested Tags to Build a Hierarchy
Assigning Tags to Documents
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Troubleshooting and faq
Slow Performance and Loading Issues
Frequently Asked Questions
Document Not Appearing in Search Results
Login and Access Problems
Auto-Matching Not Working
Contacting Essal Office Support
Document Processing Errors
OCR Quality Issues
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Account and security
Notification Preferences
Managing API Tokens
Security Best Practices for Essal Office Users
Updating Your Profile and Password
Custom fields
Filling In Custom Field Values on Documents
Filtering Documents by Custom Field Values
Creating and Managing Custom Fields
What Are Custom Fields?
Custom Field Examples and Use Cases
