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Discover the best options to manage your Webdox platform

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17 articles in this collection
Written by Oscar Rivas

How to configure the workflows or processes panel?

Configuring the process panel will help you to have a better management of your workflows
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Written by Oscar Rivas
Updated over a week ago

How to set up your organizations chart and watermarks?

For the watermark to appear in the document, it requires the proper set up of the organizations chart.
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Written by Oscar Rivas
Updated over a week ago

How to activate the drawn signature? (Administrator)

Learn how to activate the drawn signature
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Written by Oscar Rivas
Updated over a week ago

How to create attributes in the system?

Create the attributes, allows that when classifying the document the data is already entered and you only have to select what you need.
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Written by Oscar Rivas
Updated over a week ago

How to activate double authentication in the signing step? (Administrator)

Learn how to activate double authentication in the electronic signature step
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Written by Oscar Rivas
Updated over a week ago

How to assign administrators to templates of a Workflows (processes)?

Being a staff administrator will allow you to participate in a process of which you are not part.
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Written by Oscar Rivas
Updated over a week ago

How to create a form using a template with tokens? (Only for administrators)

Learn how to create request forms using a template with tokens.
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Written by Oscar Rivas
Updated over a week ago

How to create folder levels?

In this article we will teach you how to create the different folder levels.
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Written by Oscar Rivas
Updated over a week ago

How to configure automatic classification? (administrators or template administrators only)

Action that allows us to automatically classify the document.
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Written by Oscar Rivas
Updated over a week ago

How to assign users to the steps in each process?

The processes are configured so that users with certain roles attend each step of the workflow
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Written by Oscar Rivas
Updated over a week ago

How to duplicate a workflow or process template?

Action that allows us to duplicate a process template.
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Written by Oscar Rivas
Updated over a week ago

How to create users on our platform?

Create the users who will use the platform.
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Written by Oscar Rivas
Updated over a week ago

How to upload a word template?

Action that will allow us to load a Word template.
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Written by Oscar Rivas
Updated over a week ago

How to create general alerts? (Administrators only)

Control the compliance dates of your documents or contracts.
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Written by Oscar Rivas
Updated over a week ago

How to set user backups?

Learn how to configure your user replacement within the platform
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Written by Oscar Rivas
Updated over a week ago

How to grant users differentiated access to documents in the repository?

The functionality called Permanent Connections, you condition what you can or cannot see.
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Written by Oscar Rivas
Updated over a week ago

How to create an application form manually (without word template)? (Only for administrators)

We will teach you how to create an application form.
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Written by Oscar Rivas
Updated over a week ago