Teams
- How to edit the teams of several users at the same time?
- Teams
- Setting a logo for my Team
- Add Users to Team
- Admin group for Teams
- Create a new Team
Spaces
- How to mark a space as favorite
- How to copy a space?
- How to activate operations in a space?
- How to delete several spaces at the same time?
- Create a new space
- Space management
Form fields
- How to add a new field to a form?
- Make a metadata appear in the public link for document creation
- Configure my form fields
- Make a mandatory field
- How to add field validations
- How to import list values from Mastertables
Users
- Facets or special properties of users
- How can I find out which team or team a user is in?
- How can I know the number of users in the different Athento teams?
- Edit user options from the Global Admin Console
- How to delete users from a team?
- How to share a password to a user in a secure way?
Lifecycles
- How to fill in required fields from the lifecycle state window?
- How to define custom conditions for a transition?
- How to send email notifications during a transition?
- Marketplace of lifecycles
- How to have several lifecycles per form?
- How to notify a user when the status of a document changes
Queues
- How to set up queue filters by date?
- Download reports from the tray
- How are the queue filters evaluated?
- How to filter documents by dates in a queue?
- How to make documents flow between queues?
- Updating queues individually from a pre-production environment
Permissions
- Can the options that users see in the Athento interface be customised for them?
- How to give deletion permissions to a group of users?
- What permissions do I need to have in order to download reports?
- Summary of this section in video: groups and permissions
- Adding Groups
- Adding Permissions
Automation tasks
- Composition of notification logs in pdf
- Where can I find information about an operator?
- How to add required fields to complete a task?
- Automation to set all fields of a category to read-only mode
- How to configure version 3 of the page extraction?
- How to set a bundle of automation task to be executed over a batch of documents?
Generating documents with Athento
- How to set up a template to be used to create main files or related documents?
- How can I format a date from a dynamic expression?
- How can tags be exported/imported from different environments?
- Can I save a user's job title or position and use it in my document templates?
- How to print custom tags in a template?
- How to know what kind of document creation templates you should use
Document Capture
- How to extract fields automatically?
- How to extract the text of a document?
- How to create different data extraction templates for the same form?
- How to generate a new document from the pages of another one?
- How to classify documents using white words?
- How to extract data from an email?