Automatic action: Send an e-mail, notification, or SMS
Docuo forms allow you to create new records, view and edit data from existing ones, preview a document or even...
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Automation
Automatic actions that you can program in any Docuo event
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Automatic action: Create a new document
How does it work In the process of a category, we can define a series of automatic actions that are... -
Where can I configure automatic actions?
Docuo’s automatic actions allow us to automate different tasks on a document, its file-type fields or its metadata. They also... -
Automatic action: Replace labels
Replace Tags is an automatic action for the main file or file-type fields of a Docuo category, which moves a... -
Automatic action: Combine PDF documents
Merge to PDF is a type of automatic action for the main file or file-type fields of a Docuo category,... -
Automatic action: Change metadata
The automatic actions Change metadata and New document allow you to change the values of the document fields. These actions... -
Create Buttons in the details window
This article explains how to create buttons in the details window of a category to execute actions when a user... -
Configure Automatic Actions when creating or saving a document
The “Actions” step of the R2 Docuo Category Wizard allows you to view in a single place all the automatic...