User management
- How to avoid users changing their ID number from their user profile?
- is_only_usermanager facet of a user
- How to bulk deactivate users?
- SAML2
- Being able to add expiry time to the OTP tokens in document request
- Possibility to keep or not the OTP check in the session
Cookbook
General setup at deployment level
- How to filter trays by task type?
- How to extract data from a video using Azure AI Video Indexer?
- How to create a custom button to create documents and require mandatory information before creation?
- How to hide the drop-down to change the lifecycle status?
- How to apply a custom color to a state in a lifecycle?
- How can I reduce the scroll down when I have a very large form?
FAQs
- Upgrade to Python 3.11
- Why can't I see the 'View submitted data' button after sending the public link on the confirmation page?
- How to edit field values from the related documents preview?
- How to copy users to CC or BCC when sending notifications?
- How can the global consumption of the platform be consulted?
- In which technologies is Athento developed?
Integrations
- How to configure your own domain to send e-mails from Athento services?
- How to consult the signature code of a document sent to sign from Athento with Viafirma Documents?
- Integration with LastPass
- How to configure Slack integration with Athento?
- Operations to interact with Viafirma Documents using a table field and the main document
- How to configure the integration with Viafirma Inbox?
API
- Authentication with Identity Server for connection to external web service
- How can I send information from a document to an external web service?
- Useful ATQL queries
- How table fields are stored on Athento and how to send this information from other systems?
- How to encrypt an API request and response?
- API v1 RESTful
Monitoring and security
Migrations and data exporting
- How to configure the export of a report for integration with a BI system?
- How can I copy a space with its settings to another computer?
- How to import or export objects from the administration?
- How to format an Excel export from a queue?
- Exporting a task report of form documents
- How to change the time zone in Zoho Analytics?
Automation tasks
- Filling Choice subtype Dictionary type field values from the textual content of a document
- How to create rows in an item table from fields in the document?
- How to add a custom button to the quick action bar of the document?
- How can I configure a button to execute operations on the list of related documents?
- Quality review on custom operations
- How to set up notifications in queues?
Installation and deployment
- Where can I see the errors that happen when importing setups from another Athento deployment?
- How to import configurations from offline spaces?
- Best practices for custom software development in Athento
- How to customise the domain of a dedicated instance?
- How to deploy custom code on a dedicated instance?
- Importing notification templates from a pre-production environment