02. Waidok interface
Most important functionalities and how to use them
02. Environment
Main window and overview of the environment
Dashboard
From the initial Dashboard we have an overview of the status of the documents in our company....
Dashboard. Framework and search bar
The frame and the search bar will always be present in the application, except when accessing the...
Dashboard. +New
From the initial Dashboard we have an overview of the status of the documents in our company....
Dashboard. KPI's
From the initial Dashboard we have an overview of the status of the documents in our company....
Dashboard. Recent
From the initial Dashboard we have an overview of the status of the documents in our company....
Dashboard. Documents, Tasks and Files. Shortcuts.
From the initial Dashboard we have an overview of the status of the documents in our company....
Menus column
On the left side of the screen there is a column with the icons that represent the ...
Menu. Document Explorer
DOCUMENT EXPLORER Displays in a new frame, the display of the name of the columns...
Submenu. New document (upload documents)
NEW DOCUMENT (DOCUMENT UPLOAD) In the "Document explorer" menu, you can find the following menu items
Menu. Files
EXPEDIENTS Displays in a new frame, the display of the name of the existing files....
Menu. Tasks
TASKS Displays in a new frame, the list of tasks of any type that have been generated ...
Menu. Forms
FORMS From this menu it is possible to create forms, called "Forms...".
Menu. Inbox
INBOX Allows you to check the documents that the user has uploaded to the application, bi...
Menu. Consoles
CONSOLES Displays the status of the documents that are already inserted in the application,...
Control panel (3)
The last icon in the menu column, called "Control Panel", will only be enabled when the...
Menu. Users
USERS This option allows you to register new users in the application, search and/or display...
Menu. Groups
GROUPS This icon will allow users to register new groups in the application, to create new groups, to...
Menu. Properties
PROPERTIES With the access to this section, it will be possible for users to see in a table a...
Menu. Master Tables
MASTER TABLES From the Master Tables option, the user..... With "Add".....
Menu. Collections
COLLECTIONS With the access to this section, it will be possible for users to see in a table a...
Menu. Types of files
TYPES OF FILES In the control panel menu, accessing from the icon ....
Menu. Mappings
MAPS With the access to this section, it will be possible for users to see in a table a list...
Menu. Input trays
INBOXES From this section, the user will have the possibility to generate and list inboxes...
Menu. Exports
EXPORTS From this section, it will be possible for users to see in a table a list of...
Menu. Imports
IMPORTS From this section, it will be possible for users to see in a table a list...
Menu. Access Tokens
ACCESS TOKENS From this option, users can see a list of the access tokens that are being used by the...
Menu. Workflows
WORKFLOWS From this section of the menu, users can visualize in a single window, in a single...
Menu. Complements
SUPPLEMENTS In this section of the menu, users are offered all those services that are complementary to the...
Menu. Templates
TEMPLATES This menu option will provide users with all the templates that have been made available to them.