Workflows

Missing Workflow Fields.
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
How To: Reset a Workflow
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 should be aware o...
Mon, 9 Apr, 2018 at 11:05 AM
Save vs. Submit
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, 17 May, 2018 at 2:52 PM
Changing a documents Workflow/Content Type
Description: Accidentally scanned a document into the wrong Content Type Software Version: All ---- There are a few ways you can change the docu...
Mon, 15 Oct, 2018 at 4:13 PM
How to make a list
Description: Creating a list is helpful to the end user when it comes to entering information. Lists are used for anything from: Companies, users, customer...
Wed, 24 Oct, 2018 at 12:45 PM
How To: Requeue an Image
Description: Ifa document doesn't appear, you may just need to requeue it.  Software Version: All -- Follow along to this Video: 
Mon, 15 Oct, 2018 at 3:57 PM
How to OCR
Description: Performing OCR. OCR only works on Printed Lettering, not written.  Software Version: All --- You can turn OCR on by going to Actions &...
Fri, 12 Oct, 2018 at 4:28 PM
How To: Advance Format an OCR'ed Date
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,...
Mon, 14 May, 2018 at 12:49 PM
Editing/Reshaping OCR Regions for Workflows
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 ...
Tue, 7 Aug, 2018 at 10:05 AM
How To: Create a RegEX for date format
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