Tutorials

Conversations

• Consult your inbox
• Starting a new conversation
• Archive a conversation

Document access

• Allow users to access documents
• Check document access
• Setting up external access to documents

Document management

• Personalize your business flow using the workflow settings
• Dynamically assign documents using the assignment rules
• How to handle validations
• How to define tolerances
• Manual matching of invoices
• Change the assignee of a single document
• Request a credit note
• How to handle matching exceptions

Interface manipulation

• Set and use custom filters
• Document locking

User management

• Editing and deleting users as an administrator
• Creating users as an administrator
• Resetting a user's password as an administrator

Routty smart capture

• Accessing Routty Smart Capture
• User interface overview
• PDF document flow through Routty