Document Bundling is a feature which enables you to take documents that have been uploaded or created in the system and bundle them together...
First posted: April 6th, 2022 910 views 0 likes
Prepare document tasks are used throughout the system to generate documents from templates. Each template can be associated with delivery mechanisms such as email,...
First posted: April 6th, 2022 758 views 0 likes
The Prizm document previewer can be used throughout the application. It allows users to preview a document without actually opening it. This is commonly...
First posted: April 6th, 2022 1183 views 0 likes
Enabling this feature will allow users to refresh the data in their documents based on updates made in the system. When a document is...
First posted: April 6th, 2022 822 views 0 likes
This global feature can add a security setting onto documents indicating that they are private. If a document is private then only users with...
First posted: April 6th, 2022 659 views 0 likes
(This feature should be disabled in your configuration and is available for legacy customers only.)
First posted: April 6th, 2022 779 views 0 likes
This global feature can be used to redirect the sharedo document quick search tool to point to a specified SharePoint search. This is an...
First posted: April 6th, 2022 629 views 0 likes
Organisations, people, teams all have the capability to automatically generate a short name. This short name is often used in documents as part of...
First posted: April 6th, 2022 709 views 0 likes