over.vu

Learn about over.vu's application for process exeuction

What is Workflow?

Alex Hom

Taylor Peine

Workflow

Audit Logs for Configuration

Audit Log

Automation Events

Automation Conditions

Branching vs Sequencing Connections

Automation Actions

Automation Usage Log

How to Activate, Deactivate or Delete Automations

How to create an automation

How to Link Automations

Automations

Document Details, Form, Reference, Header

Document Assignee

Document Status

Document History

Document Files

Document Associated Assets

Document Table Types

How to Update Fields

How to change System Fields, Reference and Header Information for Documents

How to send emails from Documents

How to delete a Document

Document Details

Creating a Document Template

Customizing a Document's Page Layout

Creating Table Types

Publishing Changes for Document Templates

Archiving a Document Type

Document Templates

What are Fields?

How to Create Fields

Long Text Fields

Short Text Fields

Boolean Fields

Date Fields

Number Fields

Contact Selector Fields

Formula Fields

How to configure a Formula Field

Single Select Fields

Multi Select Fields

How to Configure Selection Fields

Promoting Fields

How to use Condition Logic

Importing Field Types

Fields

How to create Statuses

How to link Statuses

How to create Transition Rules for Statuses

How to Delete Statuses

Statuses

Streamline communication with pre-designed emails

How to create Email Templates

Email Templates

Import details and failure logs for imports.

Import History

Import Statuses and Failed Rows

Import Rules & Field Columns

How to download and upload import templates

How to Import Data

Importing

Creating Audiences

People Selection Conditions

People Selection Recipients

People Selection

Tables Filtering and Sorting

How to create a Saved View

How to Manage Saved Views

How to (manually) create a Job

How to Assign Multiple Documents

How to Change Statuses for Multiple Documents

How to Update Fields for Multiple Documents

How to Delete Multiple Documents

Tables

Find answers and get help from Intercom Support and Community Experts

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