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
- Backward time filters in advanced search for creation date and validation date
- How can I hide the information of folders and folder-like documents in the navigation of a space?
- Hiding the document upload panel in advanced search
- How to make the filter of the slots in the queues or trays show only certain slots?
- How to enable OTP access in the document request?
- How to filter trays by task type?
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
- Configure Lastpass to request instance statistics
- Field that allows an external request to load the available values
- Integration Monitor
- Integration with SAP
- OpenAI Integration
- How to configure your own domain to send e-mails from Athento services?
API
- API Statistics
- Authentication with Identity Server for connection to external web service
- Generate ATQL queries using AI via Athenea interface
- 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?
Monitoring and security
- Execution monitoring
- ElasticSearch Status Monitor
- Monitor access to old documents
- How to censor documents in a space so that they cannot be seen by Athento staff?
- How to deactivate users with no activity?
- How to monitor the entry of documents into a space?
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
- How to concatenate the PDF of a related document to the main PDF of a document?
- How to change the lifecycle status of documents related to an automation?
- How to perform a fraud, quality or classification analysis on a document?
- How to automate the calculation of a date from a reference date?
- Operation to perform currency conversion
- Filling Choice subtype Dictionary type field values from the textual content of a document
Installation and deployment
- How to install a custom SSL certificate?
- 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?