The records table on the main screen
What is displayed in the table? Well, it depends… The system allows system administrators to determine that certain form types, and/or certain categories, have something called "information views" (see here an explanation of the topic) - a setting of the…
Read MoreThe main screen
The main screen is intended to allow creating records, producing documents from these records, sending documents for electronic signing, locating records by means of a filter, creating reports, navigating to system-administration actions, and more - all according to the organization's…
Read MoreDialog box – selecting a form type for a new record
This dialog window is displayed when you try to create a new record while the “Every form type” option is selected in the form-types bar. This dialog window asks you to choose a form type from which the new record…
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