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Workspace

  • Applications

    • Applications are organized and listed by expanding categories such as Application Forms on the image below.
    • Applications display by user's audience memberships.
    • Each Application is a Webform that automatically generates documents and creates Records in the Workspace.
    • Preconfigured Applications are imported into Workspace by selecting Host.
    • Application's context menu is used to edit Form layout with Wizard, edit Document layout with Download and Update, configure Campaigns and control Application behavior with Properties.
    • Each Application's Configuration and Record access is controlled by audience membership roles.

  • Records

    • Submitted forms create and update Records like the "Apartment Application" and "Dental HIPAA Consent Form" in the image below. The following are the Record's parts:
    • Access Form or Document by selecting shortcut icon.
    • Subject:
      • Form's description on 1st line e.g. "Apartment Application".
      • Application category and name on the 2nd line e.g. "Application Forms - Apartment Application ...".
      • User submitted on the 3rd line e.g. "us.examples@kim....com".
      • Date submitted on the 4th line e.g. "Nov 1, 2023".
    • Activity tracks when users create, access, send emails and perform other operations. Select the Activity to display history.
    • Select Note area to display history and make private or public entries.
    • Attachments may be public or private attachments and dialog appears by selecting attachment area.
    • Versioning Data Points and Documents occurs when a form is updated. Click on the version number for history.
    • Action menu also has access to Activity, Note, Form, Document and other actions enabled by the Application's Properties.
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  • Application Audience

    • Audiences are groups of members that have an Owner, Co-owners and Creators limited by the licensing plan.
    • Audiences for groups of users that have access to groups of Applications.
    • Add audience members by selecting add and enter usernames to send invitations.
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