# Navigation - File
# New Document
New Document is used to import a new document into Docgility. It allows selection of doctype and supports both docx (MS Word) and scanned PDF files.
# Save Document/Document Settings
After a document is processed, the user can save the document. After saving, user can start collaboration and negotiation processed as appropriate.
After the document is saved, this option becomes "Document Settings" and will allow options to modify the document settings as needed. For playbooks and templates, which are documents that cannot be altered, Document Settings will provide the information for the document.
# Open Document
As a Basic Subscriber, user can open documents that specify the user as an owner, collaborator, or negotiator. These are all listed here.
# Open Group Document
For Premium Subscribers, users can use "Open Group Document" to access files that are shared with the user based on inherited privileges from the group.
# Open Archive Document
User can access an archived document (including documents that the user has participated in previously and are stored for records).
# Open VCN Document
NOTE: This option is only available if the instance has been configured to connect to an external Docgility VCN (Virtual Collaboration Network) instance. Docgility VCN allows for real-time collaboration and negotiation of documents (without version control issues) with external parties.
User can access documents that have been shared with them enabling them as participants (including Owners, Collaborators, and Negotiators).
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Group definitions and group sharing is limited to participants inside an organization. External users that have been added to group definitions will NOT automatically be able to see the document. External users MUST be explicitly identified via their unique email identifier (standardized as lowercase email) in order to be shared via the VCN.
# Open Playbook
For Premium subscribers, user can access a stored playbook for a specific doctype.
# Open Template
For Premium subscribers, user can access a stored template that can be used to create a new document.
# Compare Document
User can compare two documents to determine if there are any substantial differences, like inserted words, changes to the paragraph text or inserted paragraphs. This supports both sequential and non-sequential matching algorithms.
# Copy Document
User can copy an existing document and source file. This is particularly useful to originate a new collaboration or negotiation.
# Create Clean Version
User can create a clean version of a document. This converts the document edits into changes to the Word docx file source and creates a new document with a new document log. This is useful to finalize the current document edits into a new clean version for further processing, like negotiations. It is also useful for the origination of contracts from a custom template.
# Create Doc from Template
This option is available only when a document template is opened. This option provides the user the ability to create a new document based on the document template.
# Save As Playbook
For Premium subscribers who have owner privileges to a doctype, user can convert the open document into a playbook for group access.
# Save As Template
For Premium subscribers who have owner privileges to a doctype, user can convert the open document into a document template for group access.
# Move to Archive
Users with owner privileges can move an open contract to archive status (no further modifications allowed) and control user access to the archived document.
# Close Document
This is used to manually close the document.
# Document Log
For Premium Subscribers, users can access the detailed document log to indicate which users accessed the document at what time as well as the actions taken.
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For applications that have been configured with Docgility VCN (Virtual Collaboration Network), the document log will indicate these logged events specifically as a VCN transaction. This enables the highest level of security by providing a complete of any user that interacts with the document, even when they are an external VCN user.