AnnTac · Learn

A clear example makes starting easier.

From your first document to your own archive arrangement. Practical help for the next step.

Start with the written guides below. Visit support for help with your own situation.

Archive your first document

Start with a harmless example document. Find the app or intake route for your plan and see which steps can be automated.

Keep relevant email and attachments with their subject or case file so you do not have to gather them again.

Try a meaningful word with document type, case file or year. Check which search options suit your documents.

Choose only useful fields and put them in a sensible order. The wizard shows the result immediately.

Find apps and integrations that can reduce manual steps, and agree availability for your plan.

Explore Orbit as a separate way to organise client communication. Orbit can also be requested without an AnnTac archive.

Choose a product or discuss the document work you want to simplify. Your choice follows you into the request.