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  1. Welcome! How can we help?
  2. WorkPoint 365
  3. Technical Documentation

Technical Documentation

  • Action Management
  • Audit Log
  • Batch Update
  • Buffer Sites
  • Business Module Folder Support
  • Cascaded Events
  • Configuration of Document Sets
  • Convert/Combine file(s) to PDF
  • Copy Entity
  • Copy Entity Settings
  • Create ZIP file
  • Creating and using Templates in WorkPoint 365
  • Creating Business Modules
  • Data aggregation
  • Data inheritance
  • Digital Signature
  • Disabling of Event Receivers
  • Document Exchange Management (Modern UI)
  • Dynamic Site Creation
  • Enhanced data import/update feature
  • Entity Presentation Layouts
  • Event Settings
  • Field configurations on dynamic forms
  • Field Mappings
  • Generate PDF copy of a document
  • Guide and Configuration of Security in WorkPoint 365
  • Last Activity Date
  • Limited Users
  • Microsoft Flow and PowerApps
  • Microsoft Power Automate and Power Apps
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Welcome! How can we help?