Creating workflows

• Add contacts from Microsoft or cloudplan
• Create a mass workflow for many participants
• Doc Classes for Workflows
• Document formats that can be used in workflows
• How do I create a DocuWorkflow
• How do I create a web form?
• How to create a workflow in SharePoint
• Master and Test Templates
• Modify project name finished
• QES = Qualified Electronic Signature
• Require verification code
• Show workflow details when opened
• Start workflow with URL or QR code
• Template Versionierung
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General

• API
• Copy invitation link / URL
• Delegate a workflow
• Different types of Electronic Signatures
• Hash value of a workflow document
• Reject workflow
• Setup SharePoint Connector
• Stop a workflow
• What are DocuWorkflows?
• Workflow Audit log/ protocol
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BI Analysis

• BI Analysis Reports

Operatingsystem

• Windows

  • How to enable NTFS Long Paths in Windows
  • Windows 7, 10, 2012, 2016, 2019 server installation

• Mac OSX

  • Mac OSX Client installation

• Ubuntu 16.04/ Linux Mint 18

  • cloudplan install on Ubuntu 16.04 / Linux Mint 18

• CentOS

  • CentOS installation

• Debian 9

  • Debian 9 installation

Technical requirements

• Firewall Rules
• Technical requirements

General

• Activation of a node
• Adaptation to CI branding
• API
• Azure Endpoint Manager configuration for auto installation
• Create a new user
• Expand storage space with the iSCSI target service
• Limits
• Node level
• Proxy Server
• Recover previous app configuration after de-installing
• Software Update/ Auto Update
• Time to live (TTL)
• Warning message from Anti-virus app
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Client

• cloudplan tray icon

3rd Party Apps

• Allow remote access under Acrobat Reader DC
• Setup SharePoint Connector

Authentication

• Active Directory (AD)/ LDAP connector on-premise
• Azure AD: using email attribute for authentication
• oAuth Active Directory authentication in Microsoft Azure
• Two-factor authentication (2FA)

SharePoint

• How to create a workflow in SharePoint
• Setup SharePoint Connector
• Wie erstelle ich einen Workflow in SharePoint

Outlook

• Outlook add-in

plesk

• Getting started with plesk
• How to create a Private Cloud with plesk - Video
• How to order cloudplan plesk extension packages and assign them to your cloudplan account?
• plesk extension

Defnitions

• What is a node?

Security

• Two-factor authentication (2FA)