Introduction to Documents
The Documents product includes all document-related functionality. This includes the uploading, replacing and view settings for documents. When documents are
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The Documents product includes all document-related functionality. This includes the uploading, replacing and view settings for documents. When documents are
Everything within the Kurtosys App uses Data. Documents being produced, Studio Apps used to present the data visually (Line charts,
Data Dictionary The Data Dictionary is the space in which you build the structure for the database that will hold
Portals are designed to provide clients with secure online access to data and/or documents. They provide the user with a
There are a number of Apps that are used to create a secure portal. Each app must be embedded in
Clients The Clients tab allows for the management of a client’s details. It specifies the Name of the Organization, the
All documents visible in the Document Hub are available to be viewed. Click on a document File Name – a
The Authorization tab in the Client Options pane allows you to manage Login Timeouts, the maximum number of Login Attempts,
Table of Contents Description The User Profile app is designed for a user who has access to a site or
Email Templates Unless you are using the Kurtosys App as your default application, email templates need to be set for