General setup at deployment level
- How to make a field exportable?
- Global configuration in forms
- How to enable a shortcut to the documents tab of a form from the navigation bar?
- How to add custom public web pages?
- Enabling a form as global to be used in several teams
- How to set a default form to be used when generating related documents from a template?
FAQs
- 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?
- Can Athento query an external database?
- Obtain metadata from external sources
Integrations
- How to preview a document stored on Athento from a third-party application?
- How to access, preview or create a document from a third-party application by using an URL?
- How to install the Athento's add-in for Outlook (Beta)
- How to set up the integration with Office 365 or One Drive
- How to set up the integration with Viafirma Documents
- Information needed to set up document retrieval from a mailbox
API
- How to get the API name of a field?
- How to get a file via API with GET call
- How to exploit audit data in Athento ECM from API?
- What kind of responses does the Athento API return?
- CMIS Support on Athento SE
- How do I integrate Athento into my web interface?
Monitoring and security
Migrations and data exporting
Automation tasks
- How to show custom information in public link depending on the mode of the link?
- How to securely share a document with an external user?
- How to create public links that expire after some time?
- How to share the field values of an existing document so that an external user can see them and even edit them?
- How to add certain value to a marketplace field according to the form in which it is used?
- How to customize the look&feel of the page that requests documents to external users?