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Using the Knowledge Hub
On the right side of every page is the list of section headers and sub-headers
> > > > > > > > > > > >
On the left side of every page is the list of categories and pages
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Tables of Content
| Category | Page | Description |
|---|---|---|
| Home | Landing Page | The landing page |
| Contents | Sitemap | The table of Contents: where you are now |
| Glossary | Table of terminology | |
| Version Updates | Fortnightly improvements and any major updates to SmartIQ are listed as sub-pages here | |
| Quick-Start Guide | Product Overview | An outline of the SmartIQ product and the starting place to learn about the product |
| Manage Overview | Outline of the 'Manage' web application, used to control across-product settings | |
| Design Overview | Outline of the 'Design' web application, used to develop projects | |
| Produce Overview | Outline of the 'Produce' web application, used to distribute projects to end-users | |
| Technical Considerations | Maximum Technical Recommendations | Maximum values for project size, document size, email size, data size, retention time and more |
| Minimum Requirements | Hardware and browser requirements | |
| Multi-environment Architecture Sync | Managing between a development, test and production environment. | |
| Transaction Logs | All project statistics and information | |
| Antivirus Scanning Service | Antivirus information | |
| Page Errors | Different errors and their meanings | |
| Offline app | Information to do with the Offline App when offline use of SmartIQ is intended. Check here first for all issues for any element of the product on the offline app. |
Manage
| Page | Subpage | Description |
|---|---|---|
| Projects and Publish Folders | Outlines the purpose of the 'Projects' and 'Publish Folders' menu items | |
| Maintenance Mode | Project maintenance mode and its effects | |
| Troubleshooting mode | Project troubleshooting mode and its effects | |
| Compatibility Mode | Project compatibility mode and its effects | |
| Content Library Manage | Content library management menu item | |
| Data Connections | Data connections management menu item | |
| Hierarchical Data | Article on the concept of hierarchical data | |
| Offline App Data Connections | How smart IQ interacts with, and how to use, data connections when designing for the offline app | |
| CMIS Data | CMIS interoperability standard product integration details | |
| CSV | CSV data use in product details | |
| DocuSign Data Source | DocuSign product integration details | |
| Dynamics 365 | Dynamics 365 product integration details | |
| JSON | JSON data use in product details | |
| Microsoft Excel Calculation | MS Excel Calculation product integration details | |
| OData | OData product integration details | |
| REST | REST API product integration details | |
| Salesforce | Salesforce product integration details | |
| Sharepoint | Sharepoint product integration details | |
| SmartIQ | SmartIQ native data types | |
| Analytics | SmartIQ native data analytics package | |
| SQL Server | SQL server product integration details | |
| Web Service | Web Service product integration details | |
| XML | XML data use in product details | |
| Custom Fields | Custom metadata fields | |
| Categories | Content library classification metadata | |
| Communication Templates | Templates for various forms of communication like emails | |
| Sequences | Custom formats for strings | |
| Approvals | Approval by stakeholders of current workflow progress | |
| Users | List of users and user set-up | |
| Groups | List of groups and group role assignment | |
| Roles | Roles and permissions set-up | |
| Management | Log of various production actions and errors | |
| Event Log | Log of various tenancy actions and errors | |
| Workflow Manage | Control in-flight production workflows | |
| Licensing | List of current licenses | |
| Settings | Settings across the entirety of the SmartIQ Environment | |
| General Settings | General settings for the whole environment | |
| Defaults Settings | Defaults has settings that can be distributed and applied to all projects | |
| SAML 2.0 | ||
| OpenID Connect | ||
| User Profile Mapping | Mapping of attributes for an SSO connection | |
| Security Settings | Security settings | |
| Retention Settings | Log retention settings | |
| Theme Builder | Produce theming to control the look and feel of all projects | |
| SMTP Settings | ||
| Adobe Acrobat Sign Configuration | ||
| Amazon S3 Configuration | ||
| Azure Storage Configuration | ||
| CMIS Settings | ||
| DocuSign Configuration | ||
| Dynamics 365 Connector Settings | ||
| File Transfer (FTP/SFTP) Configuration | ||
| OData Settings | ||
| OneSpan Configuration | ||
| Project Results to SQL Settings | ||
| reCAPTCHA Settings | ||
| REST Settings | ||
| Salesforce Connector | ||
| SharePoint Settings | ||
| SmartCOMM Configuration | ||
| SmartIQ API-User Configuration |
Design
| Page | Subpage | Description |
|---|---|---|
| Project Types | All the project types available in SmartIQ and their default scopes | |
| Project Configuration | Project specific controls and settings | |
| Project Settings | ||
| Custom Properties | ||
| Guest User Save/Reassign | ||
| Language Translations | ||
| Document Metadata | ||
| Layout Blocks | The pieces that structure the project and contain the functional 'question' components | |
| Repeating Pages and Sections | ||
| Finish Page | ||
| Input and Output Pages | ||
| Questions | Contains information on what questions are, how different questions interact, and on features like custom HTML embedding | |
| Answer and Answer File | Acts as the output for most questions | |
| Action Button | ||
| Barcode | ||
| Button | ||
| Choice | ||
| Content Library Question | ||
| Data Question | ||
| Document Viewer | ||
| Draft Editor | ||
| File Selection | ||
| Geolocation | ||
| Get Document | ||
| Ink | ||
| Field | ||
| Label | ||
| Logic | ||
| Numeric | ||
| Rich Text | ||
| Stripe Connector | ||
| Summary | ||
| Validator | ||
| Variable | ||
| Video Player | ||
| Visuals | ||
| Input and Output Questions | ||
| Formulas | How to use numeric, string and operator functions inside SmartIQ projects | |
| Formula Functions | ||
| Aggregate Functions | ||
| Actions | Control the flow of data to and from external sources, operate on and transform files, and more | |
| Add Message to Management Console | ||
| Adobe Acrobat Sign Agreement | ||
| Call SQL Stored Procedure | ||
| CMIS Save/Update Document | ||
| Convert Document to Base64 | ||
| Copy Project Results to SQL Server | ||
| Data Parse Action | ||
| Data Store Delete Selected Rows | ||
| Display Message | ||
| DocuSign Actions | ||
| Dynamics 365 Actions | ||
| File Transfer (FTP/SFTP) | ||
| Form Summary | ||
| OneSpan Actions | ||
| PDF Stitch | ||
| Post to Webhook | ||
| Push Notification | ||
| Redirect | ||
| Salesforce Actions | ||
| Save to AWS S3 Bucket | ||
| Save to Azure File Blob/Share | ||
| Sharepoint Actions | ||
| Send Email | ||
| Send to REST Service | ||
| Send to SOAP Service | ||
| Set Project Property | ||
| SmartCOMM Action | ||
| SmartIQ API/User | ||
| Writable Data Object Override | ||
| Zip Action | ||
| Conditions | Logical operations to contextually control the visibility of project blocks | |
| Reference Tags | Transfer information dynamically between project blocks using question references, or reference project constants | |
| Custom HTML Embedding | How to use HTML within SmartIQ projects | |
| Placeholders | How to transfer data from projects to documents/files dynamically | |
| Templates | Generate documents/files from project outputs | |
| Writable Data Objects | Connect, gather and submit data to and from data sources | |
| Workflow Design | Dynamically control who can access/action the form and when |
Produce
| Page | Description |
|---|---|
| The End-User Experience | |
| User Profile | |
| Produce Specific Settings | |
| Iframe Embedding | Embedding produce into other websites |
Updated about 1 month ago