Set up

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

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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

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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