by Almudena Delgado | Sep 23, 2019 | Product Updates |
As we are always striving to offer the best in document management, we’ve added new features for creating documents from templates in Athento. Now it’s much simpler and you can do it all directly from the product interface! The new features include template editing in a very intuitive, visual way, amongst other novelties. Also, the changes you make in this mode are made effective in real time. What’s more, with this update, you have the option of using JasperReports templates for projects that require highly complex designs and precision when printing. Generate documents from a template in Athento If you want to create documents that have similar information but with some data that is different, you can create two types of templates: HTML Templates or JasperReports Templates. Both are managed from the Template tab in the document type configuration panel. To learn more about how to configure each of the available templates, follow this link. When generating a document from an already-created template, select Generate Document from the Document menu in document view. The requested document will then appear in PDF format. New features included in this update With this update, we’ve included many new characteristics, such as the possibility of defining retention policies on the document type screen by completing a form. In addition, you have a new js library available for automating form behaviour. We’ve also renewed the API documentation page so that you can integrate your documents in less time and with a more dynamic interface. To take full advantage of the metadata marketplace, you can use them directly without having to copy them, applying them in bulk to various documents. And if you have a configuration established in the Athento app and want...
by Almudena Delgado | Jul 29, 2019 | Product Updates |
At Athento, we are continuing to innovate so that using our document management software is easier and more accessible and so we can offer you an efficient, productive experience. With this new update, you can now create, add, and manage autoincrement fields in forms without having to ask for help to do so. Now you don’t have to write code or set IT configurations or do any other additional processes apart from the usual options. Autoincrement fields in forms consist of a number that increases consecutively every time you create a document or form associated with said field. This new feature is especially useful for recording incoming or outgoing information, files, or procedures. How do you add autoincrement fields in forms? Adding autoincrement fields in forms is very easy: first, go to the configuration for the document type you want to add the field to. Go to “Fields” and then click “Add new field”. Next, you can give the field a name in “Name”. Below that, you will find “Field type”, where you must select the “Autoincrement” option to create an auto-increment or consecutive field. Lastly, click “Save”. When you have successfully created the field, you will have features available in the field configuration such as adding a prefix to the field, which will appear before the consecutive numbering that will be generated. You can also select the restart the field at 0 option so that the numbering resets when a new document is created. What notable changes are included? API service is amongst the most notable new characteristics for autoincrement fields in our smart document management software. This allows you to know the different validators within a document. We have also included new updates.You now have the possibility of deleting lifecycle...
by Almudena Delgado | Apr 15, 2019 | Product Updates |
At Athento,we strive to continuously improve the management of business processes so that it’s as easy and effective as possible. To do so, we’ve included a new feature which will make your work when it comes to implementing business processes much more simple, quick, and efficient, all in record time. You can now use this new feature which will allow you to design processes and work flows in just 5 minutes, without needing to resort to programming. Click the links below to see all the details on how to quickly design any process you need using our document management system software. Here you can find the information you need to know how to implement business processes with Athento: Lifecycles.Add stages to the lifecycle.Add transitions between stages.Activate a lifecycle.View my lifecycle.Change a document´s lifecycle stage.How to view the lifecycle changes a document has gone through.Make a field obligatory in order to be able to advance in a lifecycle.Add automation to changes in stages. In addition, in this update, we have added new characteristics: A new tab for the document’s history. It records the changes in the lifecycle so that you always have control over each file’s movement.Link to obligatory fields in the stage of a lifecycle from the interface, simplifying the previous way of doing of this same process.Introduction of automated processes associated with a change in lifecycle in order to simplify use of the system and reduce the time spent changing cycles as much as possible. Amongst the updates that allow you to implement business processes with Athento, you’ll now find: Better design of lifecycles.Link between comments and transitions.Improved visualisation of the lifecycle.An improved internal record of each...
by Almudena Delgado | Mar 27, 2019 | Product Updates |
At Athento, we’re always pursuing new challenges in order to make document management as easy as possible for you. Therefore, we have created a new and improved image preview. You can now identify the documents and images you are interested in quickly and easily and will find the process of working with digital assets optimized.New preview featuresIn document view, you can click on an image to view it, choosing the method to visualize it. We’ve incorporated the option to zoom in and zoom out as well as rotate any image as you like. You can also adapt the format to the computer screen.Preview from the document listWhat’s more, images can be previewed without opening the document. From outside the content, in the document list, the images will appear if you leave the cursor on it for a few seconds. This way, you can see images more quickly and practically without having to open to the document to check the multimedia content.Preview slideshow from the document listThat’s not all, we’ve gone above and beyond with this improvement; in addition to previewing the main image from the document list, you can see the images each file contains in a slideshow. This option is also possible for documents that come up as search results.To use this feature, click on the eye icon in the document and click the right or left arrows to move the images in the direction you want. This way, you can go through the multimedia content of all of your projects using this new, flexible, and practical feature.Preview slideshow from related documentsTo round out the new features we...
by Almudena Delgado | Mar 13, 2019 | Product Updates |
At Athento, we continue to incorporate new features to streamline working with documents. The new QR code generator feature allows you to work with physical and digital documentation at the same time, as it is now possible to generate a QR code to link each physical document with its digital image. You can generate a QR code from the Document menu through the “Generate QR Code” option. Upon generating the code, it contains the identification (document ID) and date of creation. You also have other options for better usability, such as “Regenerate”, to generate a code again from scratch, “Download”, to download it, and “Print”, to print it. These options are completely configurable according to the specific characteristics of each document. The QR code can be printed as a label and placed on physical documents, linking the information contained in both. In addition, this code—which is completely customizable—can include any metadata found in the form or Document Form. Cloning the document form with each of its fields included is amongst the main novelties of the QR code generation. We also added a button to reset auto-increment fields. Furthermore, we updated the “large-scale upload” option to redirect users to the login page or “log”. Lastly, we fixed the bug in group tags so that it is simpler to add them. All of this is part of the optimisation of our smart document management system, which now transcends the limits from the physical to the digital and brings them together through Athento’s comprehensive functionality. You can view all documentation on using this feature at Generate QR codes in...
by Almudena Delgado | Feb 19, 2019 | Product Updates |
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...
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