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How to Use Workflows in OpenKM

How to Use Workflows in OpenKM to automate document-related processes with precision and control. Whether you configure a basic approval or a complex multi-step sequence, OpenKM lets you build flexible workflows that adapt to your team’s real needs. This tutorial...

How to Create Categories in OpenKM

Create Categories in OpenKM to bring order and clarity to your document repository. Categories allow you to organize information logically, group related documents, and enhance search performance throughout the system. Whether you’re managing files for different...

How to Use Automations in OpenKM

Automations in OpenKM help reduce manual tasks by triggering specific actions when predefined conditions are met. Whether your goal is to insert a keyword, assign a category, or launch a wizard, these automations streamline document workflows and improve accuracy....

How to Use Reports in OpenKM

Reports in OpenKM give organizations real-time insights into document usage, user activity, and metadata performance. By generating customized reports, you can track trends, monitor workflows, and improve strategic decision-making across your digital environment....

How to Use the Remote Signature Module in OpenKM

Remote Signature Module in OpenKM makes it easy to send documents for signature, track their status, and receive secure confirmation in real time. Whether working on desktop or mobile, users can sign files instantly with full audit tracking and metadata support....

How to Import Emails into OpenKM

Import Emails into OpenKM to ensure that your digital communications are archived, categorized, and accessible at all times. This feature allows you to connect external accounts, define storage paths, and automate import processes, all without leaving the OpenKM...