Knowledge Base: Advanced Features

Date Range and Activity V2 (June 2020)

• 1. Introduction
• 2 Store Setup
• 3. Criteria setup

Email Collection

• How to configure your Email Collector in the Store?
• What does email collection look like in the practice?
• About Email Collection

Document Packs

• How to view a Produced Document Pack
• User Roles
• On Demand Document Packs in the Sequencer
• Installation & Configuration

Date Range and Activity 2 (DRAA2)

• Date Range & Activity 2 - Merge Fields
• Date Range & Activity 2 - Status & Progress
• Date Range & Activity 2 - Gaps and Rejections
• Date Range & Activity 2 - Using DRAA2 - System Users
• Date Range & Activity 2 - Using DRAA2 - Targets
• Date Range & Activity 2 - Using DRAA2 - Referees

See all 10 articles

Truth Tables

• What are Truth Tables?
• Creating and Editing Truth Tables
• Define Truth Table Output Values
• Define Table Columns
• Define the Truth Table
• Sequence the Truth Table

See all 8 articles

ID Document

• ID Document - Criteria Set-Up

Address History

• Address History

Skins

• Skins
• Rename the Complete button in the target portal
• Remove Welcome Text on Target Portal
• How do I remove the progress bar on the target portal home page?
• Hide target portal elements

Views

• About Views

UK Criminal Records Check

• Counter Sign - Dashboard Action
• Processing in the Dashboard
• Criteria Response Page
• Store Set-up
• Criteria Set-up

ID3 Global Address Check

• Store Set-up
• Dashboard View
• Criteria Set-up

2 Factor Authentication

• Setting up 2 Factor Authentication for Targets
• 2 Factor Authentication for User Roles

Validators

• Standard Validators
• Custom Validators

System Pages Styling

• Changing the Background Colour
• Changing the Logo
• Renaming the Compliance Dashboard
• Renaming the Document Tabs in a Target's Documents List

Dynamic Forms

• Advanced security for look-up fields in a Form
• Completing a form
• Configure Fields
• Create a Dynamic Form

Webchecks

• Custom Webchecks
• Custom Webcheck - NMC Check
• Custom Webcheck - HCPC Check
• Custom Webcheck - Driving Licence Check
• Companies House (Multi-page)
• Companies House Webcheck - (Overview page only)

See all 8 articles

Reporting and Data Analytics

• Business Intelligence Tools
• Configure the ODBC Driver
• Data & Analytics in Microsoft Excel
• Connecting to the DataSource from Microsoft Excel
• Data and Analytics Connector
• Reporting and Analytics in Autologyx

Homepages

• Homepage Role Permissions
• Creating a Homepage

Sequence Scheduler

• Sequence Scheduler

Referrals

• Referrals

Microsoft Power BI

• Setup Guide - PowerBI

Materialized Views

• About : the criteria_expiry view

SAML 2.0

• SAML 2.0 for Azure