Soporte-L1
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Votes on activity by Soporte-L1-
How to change the active Team?
This feature is very important for users who have administration rights in several Teams or for users who have access to different teams. To move between teams, go to the Team switcher at the righ...
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How to make a field mandatory to change the lifecycle state?
It is possible to define fields that must be filled in before being able to advance to a certain state of the life cycle. Access the context menu of the transition in which the fields are to be fil...
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How to send documents by email from Athento?
There are two options to send a document via email. They are available from the action bar in the document you want to send. Send by mail (letter icon): This allows you to send a document as an a...
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How to request the approval of a document to an external user via email?
In Athento it is possible to send a document for approval to a user who does not have access to the platform. This functionality is useful for example to share documentation with customers or suppl...
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Change a life cycle status document
To transit a document from one state to another: The user must have permissions to move the document to the state to which he/she wants to move it. There must be a transition between the current s...
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Make a mandatory field
To make a field required, you must go to the field administration. Once in the field administration, in the Basic Configuration panel, you must activate (ON) the Required option. In case you want t...
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Running automation tasks when changing the lifecycle state
It is possible to configure Athento so that when a document gets into a certain lifecycle state, automatic tasks are executed. The automatic task must be enabled in the space where you are going to...
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Lifecycle
For each document type or form created in Athento, it is possible to define one or several Lifecycles. A lifecycle is a set of stages that a document or form goes through. For example, an invoice m...
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Controlled and uncontrolled copies
Athento gives you the possibility to manage controlled and uncontrolled copies. Uncontrolled Copies These are the copies of documents that leave Athento and, therefore, these documents may not be i...
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What is a QA environment?
The QA or Quality Assurance environments are Athento environments in which tests are performed to ensure that the software complies with minimum quality requirements in terms of: Security Performa...