by Brad Vossler | Oct 16, 2023 | Administration, Installation, Security
Named Records in Workflow Our new “Named Records in Workflow” feature allows you access and update Records in workflow by simply referencing the Records by name. Streamline and simplify your workflows by leveraging an easy-to-follow naming system. This...
by Brad Vossler | Sep 28, 2023 | Release Notes
Version 4.17 Release Date: 2023-10-14 New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Search Added “Quick Edit” option to allow editing of header data in formatted...
by Brad Vossler | Aug 28, 2023 | Release Notes
Version 4.16 Release Date: 2023-09-09 Possible Breaking Change Impact Probability Level: Low Performing an OR search in the UI has been changed slightly in this release. Previously, you would enter “A or B” and the system would search where the...
by Brad Vossler | Aug 9, 2023 | Administration, Installation, Security
How To Configure Azure Active Directory for SSO This article will walk you through how to configure Azure Active Directory for SSO – or Single Sign On – automatic login. Prerequisites In order to use this information in this article, you need to be...
by Brad Vossler | Aug 7, 2023 | Administration, Workflow
How To Configure Auto-Classify This article will walk you through how to configure Auto-Classify. The Auto-Classify feature allows you to split documents and move the pages into their respective categories and subcategories. This is done by using the OCR data...
