Classifying your documents
What is a file type?
File Types are a solution for companies with a lot of documents to classify, organize, and retrieve their content more easily ...
Thu, 16 Nov, 2017 at 11:38 AM
To create a File Type:
1 - Open the File Type creation popup
Log in as a workspace manager.
From Google Drive, click on the Powertools &q...
Wed, 24 Jan, 2018 at 4:04 PM
Requirements In order to classify documents using a File Type, the following requirements need to be met:
The file has to be located in a workspace whic...
Fri, 17 Nov, 2017 at 5:19 PM
The option described below is only available from the "Business" licensing plan and above. File Types and Tags can on be applied on a file per fil...
Thu, 30 Nov, 2017 at 2:09 PM
The option described below is only available on the "Business" licensing plan. File Types and Tags can on be applied on a file per file basis in t...
Thu, 30 Nov, 2017 at 2:09 PM
What is a Business Rule?
A Business Rule is composed of a triggering event and of a list of actions to execute when the event is triggered.
The most co...
Thu, 20 Jul, 2017 at 3:59 PM
What is a tag ? Tags are a solution to classify, organize, categorize and finally retrieve documents more easily. Tags are much more flexible and quick ...
Fri, 11 May, 2018 at 3:02 PM