System

The system is basically divided into Modules. Modules are fixed according to their meaning. Most modules are further divided into Agendas. An Agenda (or also a series of documents) is user-definable and to use a selected module you must have at leas...

Processes in individual modules or agendas are defined via workflow. Each document is linked to a specific agenda and each agenda has just one process set. Each process has one initial state from which all subsequent states are derived. The workflow...

In order to determine for different users (or roles, groups of users) which records they can see in the system, which records they can edit and which actions they can perform, we work in INSIO with permissions, permissions, allowed workflow states a...

In the background, the system runs services such as Sending and Receiving emails, Escalation, Active Directory Synchronization... Settings and service overview can be found in Administration menu > System > Services (WinServices) . Overview...

A print report is, for example, a print report of an order or a printout of an invoice issued. In the application you will find options for Print or Export in the individual modules. For example, for invoices issued, there is an option in the Export...

In the application, it is possible to set an automatic response in the event that the status workflow a document, the solver does not respond for a certain period of time. Under defined conditions, the workflow state of the document is then moved ...

The number series determines how records in each agenda are numbered. It is an alphanumeric code that is always linked to a specific module in the application. One Number Series can be used in multiple agendas in the same module. Number Series setti...

Each file that is inserted into or generated by the system has an attachment type assigned to it. The attachment type defines the settings and options for documents in the application. Attachment types are tied to the module. For an overview and to ...

User attributes allow you to extend some documents and records in the application with the possibility of writing your own attributes that are not in the application base. It can be a text field assigned to a selection of defined values or just a ch...