Verónica Meza

  • Total activity 922
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 793

Activity overview

Latest activity by Verónica Meza
  • Verónica Meza created an article,

    Lifecycles

    For each document type or form created in Athento, it is possible to define a Lifecycle. A lifecycle is a set of statuses that a document or form goes through. For example, an invoice may pass thro...

  • Verónica Meza created an article,

    Folderish.

    From the navigation bar, click on the series you want to create the folders in. Next, click on the Create New Folder button. In Athento, you can create normal folders or documents you want to view...

  • Verónica Meza created an article,

    Adding permissions

    A permission allows for the rights that a group of users has on a series or application to be defined. For example, if you have an Invoices series, you can define that the Invoicing group has writi...

  • Verónica Meza created an article,

    Add groups

    In Athento, permissions are managed through Groups. Groups are created in the Groups tab within the Users menu. To create a new group, click on the “Add group” button. You must indicate a name for ...

  • Verónica Meza created an article,

    Invite a user

    You can add a user from the users menu available on the navigation bar to the right. To access the user menu, you must be a team administrator. If you are not a team administrator, you will not se...

  • Verónica Meza created an article,

    Applications or series

    A series or application is a space for managing specific docuemtns. These documents may be a department, business process, or something else. For example, it is common to have a series for "Invoice...

  • Verónica Meza created an article,

    Assign a form or document type to a document

    So that fields in a form are visible from a document and to be able to save data on a document, it is necessary to assign it a form or document type. To do so, there must be a previously-created fo...

  • Verónica Meza created an article,

    Upload the First Document

    The dashboard is the first page users see when they open Athento. From the dashboard, you can upload documents and see quick facts about your documents. Upload documents from the dashboard From th...

  • Verónica Meza created an article,

    How do I add new fields to forms?

    In Athento SE Access the administration of the document type from the Document Type or Forms menu. Once you are on the configuration screen for the document type, in the Fields panel, click Add New...

  • Verónica Meza created an article,

    Create a New Form

    To create a form, go to the Forms or Document Types menu. Click on the button to create a new form.   Assign a name to the document type and click the Save button.   The new document type will ap...