Workflows
Description: Occasionally you misclick on something in the actions drop down and your fields disappear. Here is how to get it back. Software Version: A...
Thu, 8 Nov, 2018 at 10:08 AM
Description: If you encounter a need to restart a workflow, this tip will show you what you need to know. Also, if you build or maintain workflows, you shou...
Thu, 18 Jul, 2019 at 9:24 AM
Description: We sometimes see confusion regarding the difference between the Save and Submit buttons when viewing a document. Here’s a quick explanation of ...
Thu, 18 Jul, 2019 at 9:25 AM
Description: Accidentally scanned a document into the wrong Content Type Software Version: All Solution: ---- There are a few ways you can ...
Thu, 18 Jul, 2019 at 9:25 AM
Description: Creating a list is helpful to the end user when it comes to entering information. Software Version: All Solution: ------- Lists are ...
Thu, 18 Jul, 2019 at 9:27 AM
Description: Ifa document doesn't appear, you may just need to requeue it. Software Version: All Solution: -- Follow along to this Video: ...
Thu, 18 Jul, 2019 at 9:27 AM
Description: Performing OCR. OCR only works on Printed Lettering, not written. Software Version: All Solution: --- You can turn OCR on by goi...
Thu, 18 Jul, 2019 at 9:28 AM
Description: In this particular workflow, the date would get OCR'ed, but often slashes would be converted to 1's. We needed to separate the month, d...
Thu, 18 Jul, 2019 at 9:29 AM
Description: You have a workflow that is capturing a section of a page/pages and you want to edit it because it isn't capturing correctly, you want it t...
Thu, 18 Jul, 2019 at 9:29 AM
Description: Trying to format your dates to read Month, Date, Year Software Version: Any Solution: --- RegEx Code: (0[1-9]|1[012])[- /.](0[...
Fri, 9 Nov, 2018 at 2:00 PM