Teams
- Video summary of this section: Teams
- Setting a logo for my Team
- Add Users to Team
- Admin group for Teams
- Create a new Team
- Start from scratch or using a template?
Spaces
- Create a new space
- Space management
- How to control the extensions of the files that are uploaded to a space?
- How to enable forms in a space?
- Choosing the default form for your space
- How to set a size limit for documents to be uploaded?
Forms or document types
- How to show or hide panels in the document view?
- Generate QR codes in Athento
- Uploading documents or filling out forms by unregistered users
- How to create folders?
- Folder forms
- Create a New Form
Form fields
- How to add a new field to a document 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
- Summary of this section in video: Users
- Adding Users
- How to change a user's e-mail address
- How to change users information
- Adding Users to Groups
- How to enable/disable a user
Lifecycles
- Marketplace of lifecycles
- How to have several lifecycles per form?
- How to allow linking documents to a transition
- Summary of this section in video: Life Cycles
- Lifecycle
- Adding states to the life cycle
Queues
- 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
- How to display in a queue the time remaining for a document in a state
- Video summary of this section: queues
Permissions
Automation tasks
- How to create a folder hierarchy from a template?
- How to unzip .zip files in Athento?
- How to convert a Word file to a PDF
- Summary of this section in video: operations
- How to compress a PDF
- How to create a calendar event from a date field?
Generating documents with Athento
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?