Antonio Diaz
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Activity overview
Latest activity by Antonio Diaz-
Antonio Diaz created an article,
How to quickly change the lifecycle state of a document?
It is possible to change the state of a document without entering the lifecycle dialog box. To do this, hold the cursor over the lifecycle state. A drop-down list of the states to which the docume...
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Antonio Diaz created an article,
How to make changes in the setup of an automation task?
It is possible to configure the parameters of one automation task from the "Edit configuration" option. Changes to the automation task configuration can then be made from the dialog box.
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Antonio Diaz created an article,
How can I add several related documents at the same time?
From the related document panel, you can link multiple documents at the same time. Click on the "Link document" button. From the table that shows the documents you will be able to relate the doc...
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Antonio Diaz created an article,
How to customize the confirmation page of public links?
It is possible to make the confirmation page of a public link look accordingly to our corporate branding. You can do this from the advanced administration, from Home » Page_Template » Page template...
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Antonio Diaz created an article,
How to add an extra verification step to access the public document creation page?
Athento allows adding a security layer to the public document creation page of a form. This layer allows requiring values of fields that already exist within documents in Athento in order to let a ...
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Antonio Diaz created an article,
How to see the related documents of a document from the search screen?
From the clip icon in the search, it is possible to view the documents related to a document.
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Antonio Diaz created an article,
How to import dictionaries from pre-production environments?
Athento allows importing dictionaries from another Athento instance. In order to import a dictionary, you must first create the integration with another instance of Athento. Once the integration i...
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Antonio Diaz created an article,
How to install the Athento's add-in for Outlook (Beta)
Enabling the integration From the apps tab in your team, add the Outlook add-in. Once enabled, You will be able to download the add-in or get a URL that you will have to enter in Outlook. Dow...
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Antonio Diaz created an article,
How to filter documents by numeric field values in the search?
To search or filter documents by numeric values, go to the search. Choose the advanced search option. Then add a new filter by clicking on the "Add rule" button. This button only appears when yo...
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Antonio Diaz created an article,
Marketplace of lifecycles
Within a team, it is possible to use the same lifecycle in several different forms. To be able to reuse a lifecycle, it must be added to the lifecycle marketplace by clicking on the marketplace ico...