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New Document Lifecycle Management

New Document Lifecycle Management

The best way to reach a milestone is to work through the process step-by-step so that you can successfully reach the goals you set starting from the beginning. At Athento, we are very aware of this. To help you complete steps easily and in order, and so you can keep on top of everything, we have implemented a new document lifecycle management scheme. With a completely optimised functionality, it’ll quickly show you the different phases, without skipping over any part of the procedure that makes up a project. From the user interface, you can now establish and identify the different stages that a document will pass through. These lifecycles can be used from the queues to create inboxes for the different lifecycle stages. They are visible from the document view. I. The document lifecycle can be managed from the document type menu. Below, we’ll tell you about the main characteristics that we included in the new document lifecycle management scheme: Availability of information related to the document’s origin in order to determine its source with total certainty (email, user interface, etc.).Change of default document type in a series by clicking on the “Document Types” tab, which administers the content.Through the user interface, now you can define if a document type is used to classify by page. We have also updated Athento to facilitate document lifecycle management with the following novelties: New way to rename navigation folders: now you’ll find this possibility in a separate button next to the folder name instead of by clicking on the folder name.The control of permissions for uploading documents from the navigation bar has been improved.The “Document” button is now also accessible for users with editing restrictions who have read only permissions. You...
We have Improved the Management of User Permissions

We have Improved the Management of User Permissions

At Athento, we are always pursuing the objective of simplifying and streamlining document management so that your experience is easy and entirely practical. For this reason, we have improved user permission management, adding new functions. Now you can define groups and assign them permissions on documents in a series. In addition, you now have the possibility of being even more self-sufficient, managing 100% of access permissions for your users. Users who have administrative permissions over teams will have access to the new Users menu. This menu can be accessed on the navigation bar. Get more detailed information about the new Permission Management in our product’s documentation regarding users, groups, and permissions. Starting now, you can use all the new functions of Athento’s improved user permission management. These include: Creation of users and groups.Assigning users to groups and vice-versa.Assigning permissions to groups.Reading permissions.Writing permissions.Team administration permissions.Series administration...
Now It’s Possible to Send Multiple Documents as Email Attachments

Now It’s Possible to Send Multiple Documents as Email Attachments

Now it’s possible to select multiple documents to send to external users via email. This function requires that the series has the possibility of sending emails activated. Only users with administrator permission can activate this option in the series. To send multiple documents by email, follow the steps below. Go to the list of documents.Select the files you want to share via email (click on the documents and all caps).Click on the Send by email button.Next, you can add a comment that will appear in the body of the email and write the email addresses that you want to send the document to.Click send Next, the recipients will receive the email. The selected documents will appear as...
It is Now Possible to Comment on Documents

It is Now Possible to Comment on Documents

As part of the continuous improvement of our Document Management Solution, Athento has incorporated a new function that will be very useful to users. Now you can add comments directly on work documents. This new feature allows users to leave comments on any type of document, which will be useful in situations such as, for example, explaining the reason why an invoice has not been approved, leaving a record of any abnormalities found in a document, advising of any specific instructions on action to take with respect to the document, or simply sharing comments before the final version is submitted, amongst many other applications useful to companies. The way to do it is very simple: in the document being worked on, in the “Comments” section, there is an “Add comment” button. By clicking it, a “New comment” pop-up window will appear with a text field and two buttons: a blue one that reads “Send” and a red one that reads “Cancel”. To save the new comment, click on Send. On the contrary, if you do not want to add the new comment to the document, choose the Cancel option. The function is very easy to use. If you want to insert a comment, just write the text you want in the text field and click the “Send” button. When you finish the process, in the “Comments” section you will be able to see the inserted comment in a table that has three columns. The first is titled “Author”, where the name of the user who added the comment will appear. The second is “Creation Date”, which is the date and time the...
Now it is possible to hide or display panels in document view

Now it is possible to hide or display panels in document view

Athento displays a variety of information in document view. Some of these data might be more useful to you than others. If you prefer not to display some of the information panels that appear to the right of the document, you can now activate or deactivate them from document type administration. Go to the document forms menu on the navigation bar. Once there, click on the document type you want to edit. Next, Athento will take you to document type administration. There, you will see a panel called “Allow Panels”. In this panel, all available panels are shown along with an on or off button, which will allow you to display or deactivate...
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