General setup at deployment level
General settings that affect a whole Athento server or a customer
- How to enable a shortcut to the documents tab of a form from the navigation bar?
- Permissions by document author
- How to add custom public web pages?
- Enabling a form as global to be used in several teams
- How to set a default form to be used when generating related documents from a template?
- How to customize the confirmation page of public links?
- How to customize the columns that appear in the Related Documents panel?
- How to add an extra verification step to access the public document creation page?
- How to set up a filter with AND and OR conditions in a bin or queue?
- How to remove the authentication form from the login page when using an third-party authentication method?
- How to make the values of a field depend on the selection made in another field?
- Set permissions by form
- How to make mandatory to have a main file to change the lifecycle state?
- Activate elasticsearch in a tray
- Automatic preview when browsing doc, docx, tif documents, etc.
- Basics of creating a Notification Template
- Changing the sender from which generic notifications are sent
- Converting a team into a template
- Quick actions on the dashboard
- Add processing status change buttons on documents of a series
- Set up conditions at life cycle transitions