CaseOne Customer Success

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Activity overview

Latest activity by CaseOne Customer Success
  • CaseOne Customer Success created an article,

    API

    We have improved API version 2. You can specify the author, when creating a document through the PUT method api / v2 / documents,  Enter the user's email in the query parameters and the user will ...

  • CaseOne Customer Success created an article,

    Workflows

    Run workflows for templates or documents. Select and run manual workflows from the list on a template, document, or document package page. The list is available through the menu ⋮ in the upper righ...

  • CaseOne Customer Success created an article,

    Publishing a template

    Now you can freely edit the template - changes will not be reflected in the documents until you publish it. You can publish or unpublish the latest version of the template at any time. Documents ar...

  • CaseOne Customer Success created an article,

    Indentation

    Customize the indentation in the template. You can add left indentation, right indentation, first line, or hanging. Use shortcuts for quick formatting: Tab to shift the first line; Shift + Tab to ...

  • CaseOne Customer Success created an article,

    Multiple rows

    You can make multiple rows that contain merged cells. If a cell has been merged vertically, then all rows contain the merged cell will become multiple.

  • CaseOne Customer Success created an article,

    Numbering

    You can number objects in the document. Add tags such as Counters where you want to add the object number. Create several counters in the same document to number different types of objects. For exa...

  • CaseOne Customer Success created an article,

    Metadata

    Add any metadata to a template. Metadata management is available on the Settings tab of the template page.

  • CaseOne Customer Success created an article,

    Field

    We've added an External ID parameter for questions and all types of fields. If you transfer templates or receive data from external systems, specify the external ID of fields and conditions to syn...

  • CaseOne Customer Success created an article,

    Conditions

    Choose the operator, if you have added multiple conditions for one paragraph: and - the paragraph will be added to the document if all conditions are met; or - the paragraph will be added to the d...

  • CaseOne Customer Success created an article,

    QR code

    Create documents with QR code. Add a QR code type field to a template. The code is generated with the value specified in the template or document.