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  1. Athento
  2. Advanced Configuration
  3. General setup at deployment level

General setup at deployment level

General settings that affect a whole Athento server or a customer

  • How to save secure values or passwords in Athento?
  • Global configuration in forms
  • 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
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