Knowledge base

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Portal (3)

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Get started on the portal (3)
My account management (3)
The portal tools (2)
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Portal for practitioners (3)

administration

The portal administration (13)
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My account management for practitioners (2)
Get started on the portal (2)
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Scan (5)

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Presentation of the Scan application (1)
Installation and start (3)
Scan / import documents (2)
Process / send documents (4)
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Scan troubleshooting (3)
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Image (5)

production

Presentation of the Image application (2)
Record interface (4)
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The input of documents (7)
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The archiving of documents (1)
Image settings (1)
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Dashboard (3)

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Presentation of the Dashboard (1)
Consult your Dashboard (5)
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Indicators (3)
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Documents (4)

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Presentation of the Documents application (1)
Documents and folders management (8)
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Managing automatic rules and workflows (2)
The expiration of documents by company (7)
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Task (5)

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Presentation of the Task application (3)
Tasks creation (3)
Tasks management (3)
Approval request (3)
Engagements and templates (1)
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Messenger (2)

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Presentation of the Messenger application (1)
Messages management (4)
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Setup Dashboard (4)

administration

Dashboard for practitioner (6)
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Configuration of Dashboard (13)
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Indicators (3)
Forecast (5)
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Documents settings (3)

Customise the DMS structure (8)
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Access management for the archive tree (5)
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Access management for the expiration of documents (6)
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Timesheet (2)

Presentation of timesheet (6)
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Setting up the time sheet (5)
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