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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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