Teams
- How to move configurations, documents and field values from one team to another within the same instance?
- 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
Spaces
- Filter by processing states in Athento
- 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
Forms or document types
Form fields
- How can document metadata be completed?
- 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
Users
- Group information
- 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 Global Admin Console
- Edit user options from the Global Admin Console
Lifecycles
- Characteristics or facets of life cycle stages
- 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?
Queues
- How to adjust the columns of a tray or queue to the width of the table?
- Execution of operations on documents in trays
- How to create functions for queues?
- How to automatically refresh a queue or tray?
- General operation of trays
- How to set up queue filters by date?
Permissions
- Permissions per document in the spaces
- How to inherit all permissions from a parent folder?
- 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
Automation tasks
- How to automate the calculation of a date from a reference date (Version 2)
- Monitor backups that have not been performed on previous day's documents
- UntitledOperation to generate incremental or custom codes for documents
- Command to generate a queries duration report using queries_duration_report
- How to convert related Word documents to a single PDF document?
- How to activate a document lifecycle from a transaction?
Generating documents with Athento
- How to add a barcode to a Jasper Reports template and have it save the data in a field?
- How to add a watermark to a Jasper Reports template?
- How to insert image type resources using custom tags in Jasper Reports templates?
- How to set up a template to be used to create main files or related documents?
- How to generate a document from a template with an operation?
- How can I format a date from a dynamic expression?
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 scan documents to Athento?
- How to generate a new document from the pages of another one?
- How to classify documents using white words?
Reporting
- Is it possible to view the generated reports and export them to other formats?
- How to export documents' data by form
- How to configure complex date type columns in Zoho Analytics?
- What things to take into account when configuring the csv export of a report?
- How often are reports updated in Athento?
- How to set up a csv report with its related?