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(...)   Introduction In WEBCON BPS version 2020, the support for digital signatures has been enhanced by preparing plugins (SDK – Software development kit) that enable digital signing of document s. Four plugins have been prepared that allow for integration with external digital signature providers: AdobeSign Autenti DocuSign The following article describes the process of sig (...)

(...) Applies to version 2020.1.x, author: Anna Puka   Introduction Digitally signing attachments ensures the integrity and authenticity of approved document s and improves the entire approval process. This is especially important now when more and more businesses are choosing to allow remote work and have little time to implement a paperless office model. The standard WEBCON BPS functional (...)

(...) Fig. 4. The change of the picture size   Dynamic picture display WEBCON BPS Portal gives the ability to calculate the value of the picture in real time (without the need to save the document ). To do this, a dictionary workflow that stores the picture data was defined:   Fig. 5. The form of the dictionary that stores the picture data   The “Picture&rdquo (...)

(...)   Introduction In WEBCON BPS version 2020, the support for digital signatures has been enhanced by preparing plugins (SDK – Software development kit) that enable digital signing of document s. Four plugins have been prepared that allow for integration with external digital signature providers: AdobeSign Autenti DocuSign   The following article describes the proc (...)

(...) t used to delete the objects Ctrl + E – a shortcut used to export of the selected component (application, process form field, workflow etc.) Ctrl + D – a shortcut used to generate the document ation of the selected process Ctrl + W – a shortcut used to verification of the selected process Ctrl + L – a shortcut used to make a clone of the selected object (application, process (...)

(...) to the given processes. Metadata access – the privileges give access to the process metadata (form fields structure) from the WEBCON BPS Word add-in level, allowing the definition of the document templates. They do not give access to the given processes and applications from the Portal level. Read-only – the privileges give access to the application from the Portal level. A user (...)

(...) Applies to version: 2020.1.x and above; author: Franciszek Sakławski   Introduction During document processing, it is important to check the correctness of the entered data – mostly to make sure that an incorrect value doesn’t cause issues further down the workflow. WEBCON BPS gives access to multiple avenues of form validation: RegEx, ‘Validate form’ action, and (...)

(...) Training –will store data about participants and the training Certificate generation – a separate instance for every participant of the training In addition, the process uses the document template process to add a certificate template which will be generated for users. The user will start the process by registering a training document in the system. Next, when the document has been (...)

(...) nfigration Searching instances by 2D/barcodes (iOS) If the application uses the 2D code scanners or you have generated printouts containing such elements – you can quickly access such a document . After pressing the button, a device camera will start, after pointing the camera to the code, the system will recognize it and automatically redirect to the instance associated with the code found i (...)

(...) Applies to version: 2020.1.x and above; author: Dawid Golonka   Introduction There are various reasons why companies implement electronic document workflow software.One of the most important is the need for business process automation. One example of such automation processes is the use of serial correspondence which generates document s based on the specific template in which the fields (...)

(...) multiple-channels-installed-apps-and-pinned-tabs. The final tab is the “Response” tab, but if you want to create a new team there is no need to save their ID because according to the document ation – each team has the same ID as the group for which the team was created (https://docs.microsoft.com/en-us/graph/api/resources/team?view=graph-rest-beta). We can use the response to limi (...)

(...) PS, you can enable users to add attachments – e.g. .pdf, .docx, .xlsx, tiif, and zip. Their storage location is a particularly important aspect of the system configuration. When organizing your document management system, you can decide to create a separate database to store the attachments. What is the attachments database and why is it created? An attachments database is a dedicated dat (...)

(...) Fig. 1. The instance view in the compact form   Description A simple invoice cost workflow was created. It consists of three steps – Registration, Waiting for scan and Archived. A document can be registered both with a scan or without a scan.   Fig. 2. Invoice workflow   The global form template is the default template used at every step. Below there is a glob (...)

(...) u to generate the Word files that can include data entered on the form. This functionality is useful in various processes such as contracts, vacations, and orders, where it is necessary to submit the document for signature. The following article describes the method of WEBCON BPS add-in installation, template preparation and action configuration for generating a .docx document . An example template was bas (...)

(...) this article.   The workflow configuration A simple “Press release review” workflow was created used to efficiently oversee the creation and publication of various text document s.   Fig. 8. The configuration of the “Press Release Review” workflow   The e-mail template configuration The dedicated e-mail template and e-mail sending acti (...)

(...) Applies to version: 2020.1.x and above; author: Konrad Wojtycza   Introduction WEBCON BPS can be used as an efficient document management system. This article describes how to use barcodes to scan PDF files and paper document s and have them automatically added to your WEBCON workflows' instances.  Common business scenarios for using barcodes include: Having a (...)

(...) go through to reach the next step. However, when going through the system step, not the user but the system moves the instance to the next step after executing the appropriate action e.g. receiving a document scan. A path which the instance went through is called the default path – you can select them when configuring the path.   Configuration To set the default path, enter the path co (...)

(...) t: IListViewCommandSetExecuteEventParameters): void {      switch (event.itemId) {        case ’COMMAND_1′:          // Start workflow          // Generate document  Link          const absoluteUrl:string = this.context.pageContext.site.absoluteUrl;          const docBPSName:string = event.selectedRows[0].getValueByName(‘FileLeafRef’); (...)

(...) after applying the layer. In the next step, read the TAX ID – this is important because the invoice template is checked by tax id. The OCR program treats the invoice as a semi-structured document . This means that while most invoices have a similar pattern, the location of the fields on the document may differ. An invoice from one contractor may have a tax identification number or date of issu (...)

(...) Generation Templates” button. Fig. 6. The “File Generation Templates” option   On the right there is a menu in which you must indicate the application, process and document type from which the data for printing will be loaded. Fig. 7. The selecting process window   The next step is to create the printout. Fig. 8. The printout template   (...)