WorkDynamics

Tips & Tricks – Document History

Attachment version control is a critical need for those who work in document management. Our platform enables users to easily track history of attachments linked within records. … Read More

Tips & Tricks – Pick List Fields

Pick List Fields Tips & Tricks Being able to update records in real time and consistently can help save time and effort. Easily enter information into pick list fields using one of three options to quickly update or create new … Read More

Tips & Tricks – Sharepoint Integration

Seamlessly integrate with Microsoft SharePoint to enable intelligent workflows for comprehensive digital correspondence management, tracking, and business process automation! … Read More

Tips & Tricks – Setting Language Preferences

Being able to customize workflows within your document management platform can save time and effort. Our platform enables users to quickly change their default tree … Read More

Tips & Tricks – Default Tree Items

Being able to customize workflows within your document management platform can save time and effort. Our platform enables users to quickly change their default … Read More

Tips & Tricks – Style Sheet Preference

For those who work in document management, customizing the interface can be an essential part of daily work habits. From background colors (think dark mode) to font sizes and more, customization helps users be more productive and comfortable in front of their computer screen. … Read More

Tips & Tricks – Saved Search

With WorkDynamics, we make document management easy. No matter your business process, location or device, our platform is fully configurable and boasts a “no-code” approach—enabling just about anyone to manage and update it effortlessly on their own. … Read More