Articles

• Data Composer

  Data Composer is a powerful tool used to explore and manipulate the data created by your configuration. Use this data to create document templates, calc...

• Calculated Fields

  You can use calculated fields to expand the data model using configured or captured data. For instance, you might want to fill calculated fields based o...

• Calculated Lists

  A calculated list allows you to apply further sorting and filtering to lists. These are then stored as Calculated Lists, which can be used within the ap...

• Using Calculated Fields in Documents

  Calculated fields can be created against document template tags to format document-related data. For example, you can use calculated fields to vary the ...

• Calculated Fields (Legacy)

  Calculated fields allow you to extend the data model based on data that has been configured or captured. For example, you may wish to conditionally popu...

• Calculated Lists (Legacy)

  Calculated list allows you to apply further sorting and filtering to lists inside the application. These are then stored as 'calculated lists' which can...

• Data Composer - Common Data Elements

  Data composer shows several different types of data elements. This page provides some examples of those data elements and how they are used in the syste...

• Common Queries - Location (Address) Data

  There are a number of ways that address information can be extracted or used within the system. On this page, we answer common questions and provide gui...

• Data Composer / Tag Browser Lists

  There are a number of places within data composer / document tag browser where you may be required to work with lists of data. This could be looking for...

• Data Composer Tag Format

  Data composer provides tags to provide a descriptor of a piece of data. These tags can be used in configuration or in the tagging of documents. This pag...

• Document Template - Tag Browser

  Learn how to create and use document templates and an easy way to search for specific tags in documents.

• Common Queries - Names

  Names of organisations, users, people and teams are frequently used in either document or configuration within the system. This page gives a quick overv...