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Conceptos básicos

01. Document management 01. Document management

Estos son los términos que se utilizan a lo largo de la guía, con un ejemplo de facturas: Concept...

Updated 3 weeks ago by Vidal Salamanca

Scripts used in the creation of flows

02. Waidok interface 03. Flows

Below is a compilation of the scripts currently being used in projects...

Updated 1 month ago by Francisco Arellano

System Requirements

1 - Introduction and Overview Chapter 2: General Overview of the Applicatio...

Server (Hotfolder only) Overview Minimum Recommended Operating system Windows Server 2...

Updated 1 month ago by Elisa Pastor

Actualizaciones de la Plataforma

03. Recursos adicionales

Introducción La plataforma se ofrece en modalidad cloud (SaaS), lo que significa que todos los cl...

Updated 1 month ago by Juan Jose Rivero

SharePoint en Waidok: elementos necesarios para la conexión

1 - Introduction and Overview Chapter 2: General Overview of the Applicatio...

Para que Waidok pueda conectarse con SharePoint y subir documentos, es necesario registrar previa...

Updated 3 months ago by Admin

Menu. Exports

02. Waidok interface 02. Control panel management

 EXPORTS From this section, it will be possible for users to see in a table a list of...

Updated 8 months ago by Francisco Arellano

Menu. Stamps

02. Waidok interface 02. Control panel management

 STAMPS This menu option will offer users all the stamps that have been generated...

Updated 8 months ago by Francisco Arellano

Event generation

02. Waidok interface 03. Flows

EVENTS From this section of the menu, users can view a table listing...

Updated 8 months ago by Francisco Arellano

Workflow generation

02. Waidok interface 03. Flows

 WORKFLOWS From this section of the menu, users can visualize in a single window, in a single...

Updated 8 months ago by Francisco Arellano

Searches

02. Waidok interface 01. Functional use of Waidok

Waidok offers two main types of search: free text search by words and search ...

Updated 8 months ago by Francisco Arellano

Documents. Signature flows

02. Waidok interface 01. Functional use of Waidok

From the context menu of a document, you can start a qualified signature flow for a doc...

Updated 8 months ago by Francisco Arellano

Documents. Local edition

02. Waidok interface 01. Functional use of Waidok

By clicking on a document in Waidok or on the "View" icon, you will access the view window...

Updated 8 months ago by Francisco Arellano

Documents. Registration in the tool

02. Waidok interface 01. Functional use of Waidok

 NEW DOCUMENT (DOCUMENT UPLOAD) In the "Document explorer" menu, you can find the following menu items

Updated 8 months ago by Francisco Arellano

Dashboard. Documents, Tasks, and Files. Shortcuts.

02. Waidok interface 01. Functional use of Waidok

From the initial Dashboard we have an overview of the status of the documents in our company....

Updated 8 months ago by Francisco Arellano

Documents. Document viewer and editor

02. Waidok interface 01. Functional use of Waidok

When we view a document, we have certain editing options for the document that we don't...

Updated 8 months ago by Francisco Arellano

Menu. Templates

02. Waidok interface 02. Control panel management

 TEMPLATES This menu option will provide users with all the templates that have been made available to them.

Updated 8 months ago by Francisco Arellano

Menu. Document Explorer

02. Waidok interface 01. Functional use of Waidok

 DOCUMENT EXPLORER Displays in a new frame, the display of the name of the columns...

Updated 8 months ago by Francisco Arellano

Menu. Workflows. Events.

02. Waidok interface 02. Control panel management

 WORKFLOWS. EVENTS From this section of the menu, users can view and...

Updated 9 months ago by Francisco Arellano

Menu. Workflows. Definitions

02. Waidok interface 02. Control panel management

 WORKFLOWS. DEFINITIONS From this section of the menu, users can view...

Updated 9 months ago by Francisco Arellano

Menu. Access Tokens

02. Waidok interface 02. Control panel management

 ACCESS TOKENS From this option, users can see a list of the access tokens that are being used by the...

Updated 9 months ago by Francisco Arellano