by Brad Vossler | Nov 7, 2025 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Signature
Signatures as Annotations Applying a signature as an annotation on a Document can be a great way to represent approvals for documentation. This can be accomplished using a combination of the built-in signature interface and the Apply Annotations workflow...
by Brad Vossler | Nov 3, 2025 | Accounts Payable, Human Resources, Searching, Support
The Support Line: Chrome Prompt to Look for Devices on Local Network Starting with version 142, Chrome will start prompting users to look for and connect to devices on your local network. This is a security feature Chrome is implementing. Edge will most...
by Brad Vossler | Mar 5, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Errors Send Emails When sending an email, you may see an error message similar to “Email Address Not Verified” or “The from address does not match a verified Sender Identity. Mail cannot be sent until this error is resolved.” This...
by Brad Vossler | Jan 17, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Record Type Link Fields Record Type Link fields are fields that allow you to select from a lookup table that is stored in another Record Type. For instance, you may be working with invoices and want to give the users a Vendor selection in your entry screens. If you...
by Brad Vossler | Jan 15, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Line Item Updates There are times when you need to work with line items to get your data processed properly. Invoices and Purchase Orders are 2 examples where line items are often used. In those applications, it is common to need to verify their line item data is...
by Brad Vossler | Nov 12, 2024 | E-form, Feature
Customized Workflow Error Handling Workflow actions can cause errors from time to time. From the occasional email error to Internet outages to documents that don’t exist, issues can and will arise. Most of the time you want the system to stop the process and log...
