How to export and import a managed list?

In order to export the managed list and import it back, please follow these steps: Navigate to Managed Lists summary page. Select the managed list you wish to export by clicking on it. Check Import/Export checkbox and then click Export. Save the zip file that gets generated to your computer. […]

How to create a new Folder?

Only users with write permissions to parent folder can create a new folder in InformationLeader InformationLeader allows using Folders and Sub-Folders to organise the documents in a user-friendly and logical manner. Here are the steps that need to be followed to create a new folder. Navigate to the parent folder, […]

How to search forms that meet a certain criteria?

InformationLeader facilitates the ability to search Form Instances that meet a certain criteria by building a Form Search. This function is really powerful since it allows searching Forms based on values saved within the Form Instances. This article will show a step-by-step guide to build a custom Search. In this […]

How to configure a button to sign a form Instance?

Only users with write permission to Form Builder module and the form template in question may edit the form You may need to sign forms for different purposes such as for checking, controlling, auditing or closing a Form Instance. This article shows a step-by-step process to configure signing a form […]

How to reconvert documents to PDF in InformationLeader?

There may be times when you need to reconvert a document, for instance, to apply the updated watermarking to an existing document. To reconvert a document, please follow the steps below: Navigate to the folder containing the document within InformationLeader. Tag the document by selecting the checkbox to the left […]

How to add a new user to the system?

Only users with write permissions to User Maintenance within Administration Module can add new users to the system. This article deals with adding a new user to the system. In order to update existing user information, please follow the steps outlined here. To add a new user to the system, […]