Angélica Cuevas

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Activity overview

Latest activity by Angélica Cuevas
  • Angélica Cuevas created an article,

    How to make a field exportable?

      For the values of a field to be exported in the CSV of the form, the option "Exportable" must be checked in the advanced administration of the field (Metadatatype " Metadata types " metadata.myme...

  • Angélica Cuevas created an article,

    Set up QR codes to be printed

    It is possible to print the QR code configured in a form on a customized label generated in pdf.   1. Create and set the label up From the advanced administration area in Pylabel » Label configs co...

  • Angélica Cuevas created an article,

    Document permissions

    It is possible to use a choice or multichoice type field with users subtype to assign permissions on the documents in a space. If you use multichoice, permissions will be assigned to all chosen use...

  • Angélica Cuevas created an article,

    How to generate a new document from the pages of another one?

    Athento allows you to extract pages from a PDF document and convert them into a new PDF document.  To extract pages from a document, go to the Document menu and click on the Extract document option...

  • Angélica Cuevas created an article,

    Use a field as a title in a document

    Documents in Athento can have the title of one or several fields. To do this, go to the field administration in the form and in the Advanced Settings panel, turn ON the "Use as title" option. If m...

  • Angélica Cuevas created an article,

    How to become an administrator user of a Team?

    For a user to be a team administrator, he/she must belong to the Team administrator group. Enter the Team configuration: in the upper right corner, click on the Avatar and in the drop-down menu cho...

  • Angélica Cuevas created an article,

    How to create different data extraction templates for the same form?

    Athento allows the configuration of multiple templates for the extraction of fields in the same form. This feature is useful for those cases in which the documents from which we want to extract the...

  • Angélica Cuevas created an article,

    How to send a notification about an assigned document?

    Athento allows sending an email with a link to the content of the document and the values of the fields in the body of the email, through the operation "Send document and metadatas by email".  To i...

  • Angélica Cuevas created an article,

    Enable manual assignment of a user to make a transition

    It is possible to define that a document is moved within a transition in the life cycle by a specific user.  From the transition of the state in which the movement restriction is to be performed, i...

  • Angélica Cuevas created an article,

    Assignment of documents to users using a Round Robin roulette wheel

    Athento allows assigning a document to a user through the use of a field of type User. The assigned user can be determined automatically by Athento using the Round Robin method. The Round Robin met...