WorkPoint 365
Feature description and configuration guides
User Guides
- User Guide: Action Management
- User Guide: Audit Log
- User Guide: Convert/Combine file(s) to PDF
- User Guide: Copy Entity
- User Guide: Create Zip file
- User Guide: Data Aggregation
Getting started
- ★ Getting Started with WorkPoint 365
- Create contacts and send emails - Video
- Create documents from templates - Video
- Creating templates - Video
- WorkPoint 365 and WorkPoint Express - Video
- WorkPoint 365 dashboard overview - Video
Manage
- App Management
- Best practices for administrating a WorkPoint 365 Environment
- Configuring Outlook task and event integration for WorkPoint365
- Connection to Office 365 Groups
- Creating new business modules and managing site collections settings
- Dynamic site creation
Knowlegebase
- ★ Changing color theme
- ★ Declare/undeclare as Record
- ★ Hide/show header (Modern UI)
- ★ Opening documents in app instead of browser
- "Modified by" field does not update correctly
- Adding The WorkPoint 365 - Business Process Management App
Installation
Webinars
- ★ WorkPoint 365 3.7.0 Release Webinar
- Power BI and WorkPoint 365
- Project Management webinar
- Release Webinars
- Webinar - WorkPoint and GDPR (Persondataforordningen)
- WorkPoint 365 Quality Management System webinar