Logi n to Greenbox with correct credentials Go to a box where the DI Attribute Workflow is already mapped. Open the Box and right-click on any file and go to “View Details” Go to the “Start DI Attribute Workflow” During the workflow select “Document Issuance” to set the attributes Click on “Available Attributes” to see […]
Log in to greenbox with correct credentials. Make sure that the user has the permissions to Map DI Workflow Go to Settings > Role Permissions > (Select the role where the user is mapped) Check the DI Attribute Workflow checkbox Select the box on which you want to map the DI Attribute workflow Right-click on […]
Login into Greenbox with correct credentials Make sure that the user has the permissions to Run Version Workflow Go to Settings > Role Permissions > (Select the role where the user is mapped) Check the Start Version Workflow checkbox Go to a box where the Version Workflow is already mapped. Open the Box and right-click […]
Log in into Greenbox with correct credentials Make sure that the user has the permissions to Map-Version Workflow Go to Settings > Role Permissions > (Select the role where the user is mapped) Check the Map-Version Workflow checkbox Select the box in which you want to map the Version workflow Right-click on the box and […]
Find out how the storage space is consumed by each user to store their document. This will help the system owner to manage space usage across users.
Switch feature allows users with the permissions to switch user accounts and use the application as another user without knowing the password of the user. The user can switch back to their own user account at any time.
Greenbox soft-link video Greenbox Soft-link feature Softlink feature allows the user to create a softlink to an existing document in another folder/location. Soft link is similar to the file shortcut feature which is used in operating systems.
5 Steps to integrate Greenbox Low Code DMS seamlessly with Microsoft Office Word.