Aiwyn Documents gives your firm a structured, reliable way to organize, manage, and retrieve client documents, all within your existing Microsoft 365 environment.
How Aiwyn Documents Is Organized
Client Sites
Each client in your firm has a dedicated Client Site, a SharePoint site that stores all files related to that client. All Client Sites are accessible from the central Client Dashboard.
Document Libraries
Within each Client Site, files are organized into Document Libraries that correspond to your firm's service lines, for example CAS, Tax, and Consulting. One special-purpose library is also available in every Client Site:
- Uncategorized: A holding area for files that arrive without a service line designation. This library should not be used as a primary storage location.
Metadata
Instead of navigating nested folders, you organize and find files using descriptive tags called metadata. These tags, things like document type, year, and service line, make it easy to filter, group, and search for exactly what you need. Metadata exists at two levels:
- Client-level metadata: Applied to Client Sites and used to filter or search across your full client list.
- Document-level metadata: Applied to individual files within a Document Library and used to narrow down specific documents within a library.
Admin Functions
Certain actions in Aiwyn Documents are restricted to admin users only. Admin controls appear at the top of the Client Dashboard and on relevant pages, but are not actionable by standard users. Admin-only functions include:
- Adding new clients.
- Managing client metadata field configurations.
- Managing Document Library structure.
Navigating the Client Dashboard
The Client Dashboard is your home screen. It displays all of your firm's Client Sites in one place.
Filter by client metadata using the metadata filter panel to narrow your client list.
- For example, filter by client name, client ID, client group, client partner, office, or client status.
Search by client name or client ID using the search bar to find a specific client quickly.
- Selecting any client row opens their Client Site directly.
Navigating a Client Site
Use the left-hand navigation panel to move between Document Libraries.
- These are organized by service line, for example CAS, Tax, Consulting, and Permanent.
Select any library to open it and view its files.