208-3-1: Creating Documents
There are several ways to create an electronic document in ELMA. Click Create document in the toolbar on the main page, in the main menu, or in the documents section.
- Administration
- Configuring an internal encryption provider
- Installing, Updating and General Settings
- ELMA Web Farm
- Configuring single sign on for a web farm
- Configuring Redis servers for failover operation
- Creating a web farm on the controller server
- Installing and Configuring MS Web Farm Framework
- Lock Settings
- Migrating User Session Storage to Redis
- Typical web farm start errors and how to fix them
- Using Redis cache in ELMA
- Lists of Critical Changes
- Version 3.11.x
- List of critical changes from version 3.11.0 to 3.11.32 (inclusive)
- List of critical changes in version 3.11.33
- List of critical changes in version 3.11.34
- List of critical changes in version 3.11.35
- List of critical changes in version 3.11.36
- List of critical changes in version 3.11.37
- List of critical changes in version 3.11.38
- List of critical changes in version 3.11.39
- List of critical changes in version 3.11.40
- List of critical changes in version 3.11.41
- List of critical changes in version 3.11.42
- List of critical changes in version 3.11.43
- List of critical changes in version 3.11.44
- List of critical changes in version 3.11.45
- List of critical changes in version 3.11.46
- List of critical changes in version 3.11.48
- List of critical changes in version 3.11.50
- List of critical changes in version 3.11.60
- List of critical changes in versions 3.11.49
- Version 3.12.x
- List of critical changes from version 3.12.0 to 3.12.22 (inclusive)
- List of critical changes in version 3.12.23
- List of critical changes in version 3.12.24
- List of critical changes in version 3.12.25
- List of critical changes in version 3.12.26
- List of critical changes in version 3.12.27
- List of critical changes in version 3.12.28
- List of critical changes in version 3.12.29
- List of critical changes in version 3.12.30
- List of critical changes in version 3.12.31
- List of critical changes in version 3.12.32
- List of critical changes in version 3.12.33
- List of critical changes in version 3.12.34
- List of critical changes in version 3.12.35
- List of critical changes in version 3.12.36
- List of critical changes in version 3.12.38
- List of critical changes in version 3.12.39
- List of critical changes in version 3.12.40
- List of critical changes in version 3.12.50
- Version 3.13.x
- List of changed pages in Help for versions 3.13.x
- List of critical changes from version 3.13.0 to 3.13.12 (inclusive)
- List of critical changes in version 3.13.13
- List of critical changes in version 3.13.14
- List of critical changes in version 3.13.15
- List of critical changes in version 3.13.16
- List of critical changes in version 3.13.17
- List of critical changes in version 3.13.18
- List of critical changes in version 3.13.19
- List of critical changes in version 3.13.20
- List of critical changes in version 3.13.21
- List of critical changes in version 3.13.23
- List of critical changes in version 3.13.24
- List of critical changes in version 3.13.25
- List of critical changes in version 3.13.26
- List of critical changes in version 3.13.28
- List of critical changes in version 3.13.29
- List of critical changes in version 3.13.30
- List of critical changes in version 3.13.40
- Version 3.15.x
- List of critical changes from version 3.13.0 to 3.13.12 (inclusive)
- List of critical changes in versions 3.8.x
- List of critical changes in versions 3.9.x
- List of critical changes in versions 3.10.x
- List of critical changes in versions 3.11.x
- Version 3.11.x
- Authentication as a Windows user
- Auto-deployment of BPM App package
- Changing the ELMA web server port
- Configure IIS for ELMA
- Configuring ELMA to use several CPU cores
- Configuring IIS using command prompt
- Configuring extended monitoring for tracking ELMA server restart
- Disabling Database Backup Copying when Starting ELMA Server
- ELMA and MSSQL SERVER compatibility
- Error importing users from lDAP
- External components used in ELMA
- Filter for selecting active users from AD/LDAP
- How to Reset ELMA Activation
- Increasing RAM size available for the ELMA Designer application
- Installing ELMA in the silent mode
- Loading Users from an Excel File
- Loading from a Text File with Separators
- Migrating User Session Storage to Redis
- Redirect to MSSQL Reporting services upon opening the Reports section in the ELMA Web Application
- Service for starting business processes in ELMA from xml files
- Setting up ELMA to work with https
- Setting up Elastic Search
- Setting up the SQL server response timeout
- Solving Issues with Connecting to ELMA
- Starting ELMA Agent with parameters
- Update from MVC3 to MVC4
- Updating a custom component (module)
- Using ELMA with slow Internet connection
- Working with ELMA configuration files
- ELMA Web Farm
- Managing Databases
- Backing Up Oracle Databases
- Maintaining Firebird Database
- Managing Databases
- Managing Databases in IBExpert
- Managing Firebird databases with EMS SQL Manager
- Manually backing up the database when updating the system
- Recommendations on maintaining and configuring MSSQL servers
- Restoring from an Oracle backup
- Collecting informaiton on deadlock
- Deploying RabbitMQ server and configuring message queues in ELMA
- Export and Import in 3.2.0
- General information about the Administration section
- Installing ELMA
- Instructions for migrating to Firebird v.3
- Instructions for setting up MSMQ
- Managing Databases
- Oracle Database system requirements
- Specifics of Updating ELMA
- Starting the ELMA Server: Typical Errors and How to Fix Them
- Test - Production working scheme
- The main causes of low performance of ELMA server and ways to prevent them
- The requested URL did not return JSON - examples and getting information on the error.
- Translating ELMA Interface
- Updating ELMA
- Updating ELMA with an ELMA Store component installed
- Updating and installing additional modules
- ELMA: Business Process Management
- Examples
- Assigning tasks to multiple users via sub processes
- Changing layout of transition buttons on a business process task form with a Razor markup
- Configuring a category list in the business process task
- Dynamic forms for business process tasks: writing the result of operations with a block entries to another block
- Dynamic forms of business process tasks: writing results of operations with block elements to another block
- Dynamic task form in business processes
- Example of integration of ELMA with an external system
- Example of using regular expressions for string fields
- Interrupting parallel tasks in a process
- Limiting the date selection range for a variable of the Date/Time type
- OR gateway use case
- Selecting customer accounts from the table
- The process and scripts for database cleaning
- Using Razor markup for creating interface of a user task in a business process
- Using a parallel and non-exclusive OR gateway
- Using document management activities in a business process
- Using linked objects in a process task
- Using the ‘Send Message’ and ‘Receive Message’ activities
- SOA Connector
- Scripts
- Accessing the context of the parent process instance from a script
- Adding a comment to the current process instance with a script
- Adding an element to a drop-down list
- Automatic generation of passwords
- Automatic process numeration
- Calculating dates taking into account the business calendar
- Changing name of a business process task with a script. Naming templates.
- Checking if a user belongs to a user group
- Configuring a filter for an Object type variable
- Creating a file from a stream
- Creating a message with a script
- Creating an event in a process with a script
- Creating a reminder about task end date using a script
- Creating a time report on a task using a script
- Creating a user task with a script
- Deleting a block item
- Determining a user's department in a scipt
- Dynamic forms for business processes: checkboxes for variables
- Dynamic forms for business process tasks: Scripts for editing block items
- Dynamic forms for business process tasks: selecting linked objects
- Dynamic forms for business process tasks: sum of block items
- Dynamic forms for business process tasks: writing the result of operations with a block entries to another block
- Example of Date Calculation According to Business Calendar
- Example of working with objects in scripts
- Examples of scripts for conditions on gateway transitions
- Executing a script under a specific user
- Getting active process tasks with a script
- Getting a user's superior in a script
- Getting mail from a mailbox
- Getting user's groups
- Getting users by an organizational structure item with a script
- Granting a user access to a task with a script
- History of object fields changes using database triggers
- Identifying the executor of a dynamic swimlane by the First Response mechanism in a script
- Importing folders with nested folders and files
- Interrupting a process in a script
- Interrupting a timer in a business process with a script
- Loading a file into a context variable
- Monitoring history of object instance changes with scripts
- Moving data from an Excel file to a block
- Obtaining all users of a group with a script
- Obtaining basic system URL with a script
- Obtaining current logged in user with a script
- Reassigning all tasks from one user to another
- Script for adding comments to a task
- Starting a process from a script
- Using SQL queries in scripts
- Using a dynamic swimlane
- Using a filter by a process context
- Using filters by object instances in scripts
- Weekly Check of Contacts’ Birthdays; Assigning Corresponding Tasks to Responsible Employees
- Working with blocks in scripts
- Writing data to an Excel file
- Accessing Files in a Network Share
- General information about the Business Process Management module
- Modeling Business Processes
- Service for starting business processes in ELMA from xml files
- Working with Business Processes. FAQ.
- Examples
- ELMA: CRM+
- Examples
- Questions
- Scripts
- Converting a lead to a contractor with a script
- Converting numbers into text in scripts
- Creating a deal with a script
- Display the list of customer's contacts
- Dynamic form for creating and editing a Contractor object
- Executing a script upon an event
- Finding inactive contractors
- Getting the list of contractor's contacts using a script
- Link between the contractor and company objects
- Preventing contractor duplication
- Scripts for working with documents on a contractor page
- Configuring Sales Funnel. Linking Business Processes to the Funnel.
- Contractor Page in ELMA CRM+
- Creating a deal. Deal Dynamics report
- General information about the CRM application
- Managing relationships
- ELMA: ECM
- Document Templates
- Converting a file generated by a template to pdf in a business process
- Display of a Block variable in a document template
- Double generation by a template
- Generate a file from a template
- Generating a file using a script
- List of functions for generating documents by a template v3.10
- Numbered lists in document templates
- Examples
- Approval and acquaintance with a document package
- Configuring a category list in the business process task
- Creating and configuring a custom document form
- Creating a records classification scheme for the previous year
- Customizing the approval sheet template
- Decision mechanism in Web Application
- Getting document type default folder for using in scripts
- Integration with Google Docs: simultaneous work with documents in ELMA
- Making several decisions on one documents
- Making the approval comment required
- New capabilities of generating file preview
- Registering a document with a past date
- Questions
- Scripts
- Adding/removing permissions to a document using a script
- Adding/removing permissions to create documents of a certain type in a script
- Adding/removing permissions to sign a document
- Adding a version to a document using a script
- Adding users to the list of document approvers with a script
- Calculatable fields when changing document attributes
- Changing document life cycle stages in a script
- Creating/removing a link between documents in a script
- Creating a decision in a script
- Creating a document using a script
- Creating and configuring display of filter folders using a script
- Example of a script for calculating a field value
- Finding active document approval processes with a script
- Getting a decision text in a script
- Getting subfolders of the selected folder using a script
- Getting the list of decision-based tasks in a script
- Interrupting approval tasks using a script
- List of document approval and acquaintance groups
- Moving documents in a script
- Registering a document in a script
- Renaming a document version file in a script
- Reserving registration numbers using a script
- Script for getting document approval results
- Scripts triggered by events
- Sending a document for acquaintance using a script
- Sending a document for approval using a script
- Signing a document version in a script
- Subscribing a user to a document using a script
- Using custom properties of system objects in object and document scripts
- Using the last digits of the year in the records classification scheme (function)
- Working with GridState (a table display settings class)
- Working with the document registration number
- Writing an approval sheet to a context variable
- Writing data to an Excel file
- Creating a document in ELMA
- Document routes in ELMA
- General information about ELMA ECM+
- Switching the block request generation mode
- Document Templates
- ELMA: Web Portal
- Customization
- Changing the main page button
- Changing the style of context variables display
- Creating an sms notification template
- Creating a portlet for displaying the list of new users
- Customizing the sign-in window
- Disabling the history by an object/action using the settings file
- Displaying a table with checkboxes
- ELMA object model in terms of organizational structure
- ELMA object model in terms of users
- Examples of Code portlets
- Examples of portlets with Iframe
- Getting the list of online users
- Hiding task transition buttons
- Mask for entering a phone number
- Modifying the main menu button
- Portlet for starting processes
- Setting up MS SharePoint for installing the ELMA integration application
- Using Javascript in ELMA
- ELMA Agent
- Objects
- Reports
- Adding a document name to the subject of a consideration task in the schedule compliance report
- Collapsible panels and grouping in reports
- Complex report with links to different object types in FastReport
- Complex report with links using Razor markup
- Converting the BIGINT type to a time interval when creating a report
- ELMA SQL
- Example of creating a complex report
- Example of creating a report with charts
- Example of creating a simple report
- Exporting reports with .Net Razor layout
- Hiding empty dates in a FastReport-based report
- Links to ELMA objects in reports
- Matrix reports in FastReport
- Numeration of rows and columns in a matrix report
- Scripts in FastReport
- Using collapsible blocks in reports
- Using custom paging in Razor reports
- Using enumerations as parameters in reports
- Using filters in drop-down lists
- Using list parameters in reports
- Tasks
- General information about the Web Portal
- Public Channels in ELMA
- Time Reports
- Working with the Calendar
- Customization
- ELMA Framework
- ELMA Components
- System Extensions
- Architecture
- Data Model
- Designer
- Developing Back-End Extensions
- Actions in Objects and Managers
- Adding a custom settings section for a module, with user display of view/edit forms
- Adding a settings section for a module
- Additional file permission check
- Creating access permissions for the object instances
- Creating a custom authentication module
- Creating custom global settings for a module
- Creating custom messaging channel
- Creating custom object monitoring
- Creating custom scheduler
- Creating document preview for different file formats
- Creating module in ELMA
- Recent activity on different object types
- Recording object’s history of actions
- ELMA Plugin for Visual Studio
- Templates
- Web Application
- Adding custom events to calendar
- Adding link to object’s page
- Adding table columns to the standard “Dynamic Grid” element
- Adding tabs to the standard “TabPanel” element
- Changes in the service for managing user accounts in version 3.11
- Creating custom data counter for the menu
- Creating custom events in calendar
- Creating pop-up windows to view object´s instances
- Creating portlet in ELMA module
- Creating portlet page with a portlet when activating module container
- Creating tree-like menu
- Creating web modules in ELMA
- Displaying detailed information about the contractor in the standard selection element
- Extension point for displaying Messages of all object types
- Implementing the possibility to pin an object to a page
- Portlets
- Structure of web modules
- Tooltips
- Adding new buttons to ELMA toolbars
- Adding new items to ELMA left menu
- ELMA Entity Editor
- Naming agreement
- Specifics of developing for Oracle
- Catalogue of available system extensions
- Introduction to ELMA3 development
- System Extensions
- ELMA Configuration Management
- ELMA PublicAPI
- Creating Scripts
- Calculating values of object properties
- Creating Objects in Scripts
- Creating and using custom activities
- Creating custom messaging channel
- Creating dynamic forms
- Implementation of the eql-search for documents
- Loading file from context to ftp-server
- Scripts for changing the business calendar
- Searching for objects in scripts
- Using third-party code editors for writing scripts in ELMA
- Working with custom fields of objects in scripts
- Working with enumerations in scripts
- Complex filters. EQL language
- Creating a portlet for a component in Designer
- Data model structure and object managers
- ELMA API FAQ
- ELMA API – a tool for developing scripts in ELMA
- Introduction to scripts in ELMA
- Requirements for a Script Developer
- Creating Scripts
- ELMA WebAPI
- Applying changes in settings.config file without restarting server
- Bulk data import
- ELMA Framework – tools for ELMA development
- Standards in C# coding
- ELMA Components
- ELMA KPI
- ELMA Projects+
- Supplementary Materials
- VIDEO Tutorials
- ELMA Information Space
- Video Tutorials for Administrators
- Video Tutorials for Business Analysts
- ELMA 101: ELMA BPM Platform
- 101-1 Getting started
- 101-1-2-1 Setting Administrator Password
- 101-1-2-2 General Settings
- 101-1-2-3 Outgoing Mail Settings
- 101-1-2-4 Creating Accounts
- 101-1-3-1 Creating Configuration
- 101-1-3-2 Starting ELMA Designer
- 101-1-4-1 Creating Organizational Structure
- 101-1-4-2 Publishing Organizational Structure
- Getting Started with ELMA: Course Content
- 101-2 Business process modeling
- 101-2-1 Creating Business Process
- 101-2-2 Configuring Swimlanes
- 101-2-3 Modeling Activities
- 101-2-4 Adding Connectors
- 101-2-5 Business Process Context
- 101-2-6 Configuring Notifications
- 101-2-7 Using Gateways
- 101-2-8 Responsibility Matrix
- 101-2-9 Checking Business Process
- 101-2-10 Debugging Business Process
- 101-2-11 Publishing Business Process
- Business process modeling: Course Content
- 101-3 Executing and monitoring business process
- 101-4 Fine-tuning business process
- 101-5 Process KPIs and metrics
- 101-1 Getting started
- ELMA 102: Web Portal
- ELMA 103: ELMA ECM+ Application
- 103-1 Implementing EDM
- 103-1 Implementing EDM: Course Content
- 103-1-1 Implementing Electronic Document Management
- 103-1-2-1 Creating Document Type
- 103-1-2-2 Configuring Document Forms
- 103-1-2-3 Document Life Cycle
- 103-1-2-4 Publishing Document Type
- 103-1-3 Creating Documents in Web Application
- 103-1-4 Document Page in Web Application
- 103-2 Document Routes
- 103-3 Document Storage
- 103-4 Records Management
- 103-4-1 Configuring Document Registration
- 103-4-1-1 Configuring Record Card Types
- 103-4-1-2 Configuring Records Classification Scheme
- 103-4-1-3 Configuring Registration Variants
- 103-4-1-4 Registration Number in Document Name
- 103-4-2-1 Registering New Document
- 103-4-2-2 Registering Existing Document
- 103-4-2-3 Multiple Document Registration
- 103-4-3 Reserving Registration Number
- 103-4-4 Document Dispatch Tracker
- Records Management: Course Content
- 103-5 Operations with Documents
- 103-6 Security
- 103-1 Implementing EDM
- ELMA 105: ELMA Projects+
- 105-1 Main Features
- 105-1-1 Creating Projects
- 105-1-2 Import from MS Project
- 105-1-3 Project Page
- 105-1-4 Publishing Projects
- 105-1-5 Project Plan
- 105-1-6 Task Types
- 105-1-7 Links
- 105-1-8 Gantt Chart
- 105-1-9 Critical Path
- 105-1-10 Publishing Project Plan
- 105-1-11 Project Control and Monitoring
- 105-1-12 Completing Project
- 105-2 Configuring Project Conveyor
- 105-3 Using Project Conveyor
- 105-4 Additional Features
- 105-1 Main Features
- ELMA 106: KPI
- 106-1 Configuring KPIs
- 106-1-1 Initial Setup
- 106-1-2 Creating and Configuring KPIs
- 106-1-3 Row KPIs
- 106-1-4 Personal KPIs
- 106-1-5 Data Collection. ELMA Tasks
- 106-1-7 Data Colleсtion. Connection between KPIs and business process indicators
- 106-1-8 Scheduler Tasks
- 106-1-9 Publishing Changes
- 106-1-10 KPI Page in Web Application
- 106-2 Performance Matrices
- 106-3 Goal Management
- 106-4 Dashboards
- 106-1 Configuring KPIs
- ELMA 101: ELMA BPM Platform
- Video Tutorials for Users
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