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  1. Athento
  2. Set up

Set up

In this section, you will find articles with step-by-step instructions for setting up your Athento

Teams

  • My Team
  • Changing the active Team?
  • Setting a logo for my Team
  • Create a new Team
  • What is a Team and what can you use it for?
  • Admin group for Teams
See all 8 articles

Spaces

  • Spaces
  • Create a new space
  • Space management
  • How to control the extensions of the files that are uploaded to a space?
  • How to control the size of uploaded documents?
  • Choosing the default form for your space
See all 11 articles

Document types

  • Document Forms
  • How to show or hide panels in the document view?
  • Create a New Form
  • How to apply retention policies on documents?
  • Simple web forms to upload documents or enter data

Form fields

  • How to add a new field to a document form?

Users

  • Users
  • Adding Users
  • Adding Users to Groups
  • How to change users information
  • How to create users in bulk?

Lifecycles

  • Lifecycle
  • Signing documents in lifecycle transition

Queues

  • Queues
  • How to make a queue visible to users?
  • Create a document queue

Navigation

  • Browsing folders
  • How to create folders?

Permissions

  • Adding Groups
  • Adding Permissions

Document Capture

  • How to classify documents using white words?

Integrations

  • API
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