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Contact Information
1
Contact Us
Annotations
What are Annotations?
1
What are Annotations?
Create Annotations
11
Create Annotations
Move the Annotations Toolbar
Create a Text Annotation
Modify a Text Annotation
Create a Shape Annotation
View all 11
View Annotations
1
View Annotations
Edit Annotations
1
Edit Annotations
Delete Annotations
1
Delete Annotations
Download a File with Annotations
1
Download a File with Annotations
Compare
About File Comparisons
6
About File Comparisons
About the Left and Right Sides of a Comparison
Example: Compare Multiple Versions of the Same File
Example: Compare One File Against Multiple Files
Example: Compare Two Different Files
View all 6
Compare Files
7
Compare Files
Customize the Comparison Options
Move Files to the Left or Right
Run the Comparison
Select the Files and Versions for the Comparison
View all 7
Customize Comparison Results
4
Compare Images
Compare Text
Customize Comparison Results
Rules
View Comparison Results
2
View Comparison Results
View the Differences Between Files
Rerun a Comparison
1
Rerun a Comparison
Prerequisite for Ares text extraction
4
Installing Docker on Windows
Installing Docker on Centos/RHEL 7
Installing Docker on Ubuntu
Downloading the PDF Alto Docker Image
Configuring the Compare Engine’s Text Extractor
3
About the Compare Engine’s Text Extractor
Enabling the Ares Text Extractor within Blue Relay
Configuring Blue Relay to enable Ares in Elysium
Content Intelligence
Understanding Content Intelligence (CI)
5
Understanding Content Intelligence (CI)
Content Intelligence System Configurations
Readability
Plain Language
Language Processing
Running Content Intelligence (CI) Assessments
1
Running Content Intelligence (CI) Assessments
Viewing Content Intelligence (CI) Assessment Results
1
Viewing Content Intelligence (CI) Assessment Results
Readability Asessment
1
Readability Assessment
Plain Language
4
DNU
Entities
Terms and Definitions
Language Processing
Custom Solution
Creating a custom widget using General Helper
2
Building the Dashboard
General Helper Widget Usage - Creating a Custom Widget
Reassigning Tasks using Attributes
1
Reassigning Tasks Using Attributes
Monitoring system usage levels with API logs
1
Monitor System Usage Levels with API logs
Setting Up Public Holidays and Business Hours
1
Public Holidays and Business Hours Setup
Dashboards Guide
Dashboard Actions
3
Basic Actions
More Options
Unpublished Changes
Files & Folders
9
Favorite Items
Files By Status
Folders By Status
Issue Overview
Recent Annotations
View all 9
Forms
4
Active Tasks By Form Question
Form Statistics
Forms By Question
Recent Forms
Other
8
Admin Actions
Companies
Hot Folder Status
Notifications
Onboarding Helper Widget
View all 8
Reports
2
Favorite Reports
Report
Statuses
1
Status Cloud
Tags & Attributes
4
Attribute Cloud
Attribute Cloud By Name
Attribute Cloud By Value
Tag Cloud
Widget Helpers
6
Chart Helper
Embedded Helper
General Helper
Information Helper
List Helper
View all 6
Workflows & Tasks
22
Active Tasks By Activation Date
Active Tasks By Assignee
Active Tasks By Attribute
Active Tasks By Due Date
Active Tasks By Status
View all 22
Datasets
Datasets
9
Add, Edit, and Delete Rows in a Data Set
Clone a Data Set
Create a Data Set
Download a Data Set
Edit a Data Set
View all 9
E-mails
E-mails
6
Clone an Email Template
Create an Email Template
Delete an Email Template
Edit an Email Template
Use Variables in Email Templates
View all 6
Events
What is an Event
2
About Event Triggers
What Is an Event?
Create an Event
7
Create an Event
Add Triggers
Event Trigger - On Folder Create
Add Actions
Rearrange Actions
View all 7
Edit an Event
6
Delete an Event
Disable or Enable an Event
Disable or Enable Triggers and Actions
Edit an Event
Edit Event Properties
View all 6
Import or Export an Event
3
Export an Event
Import an Event
Import or Export an Event
Files & Folders
Comments & Discussions
4
What are Discussions?
Add a Comment
Reply to a Comment
Delete a Comment
Versions
7
What are File Versions and Revisions?
How are Word Documents Displayed in Blue Relay?
View a File Version or Revision
Create a Version
Delete a Version
View all 7
Files & Folders
11
Working with Files
Upload Files
Delete Files and Folders
Download Files and Folders
Download a File Version or Annotations
View all 11
Customize Layout
6
Customize Layout
Change the Number of Columns and the Column Layout
Select the Panels to Show
Rearrange Panels
Reset the Layout to the Default Layout
View all 6
File Activity & History
2
View a File’s Activity
Recover a Deleted Item for a File
Forms
What is a Form?
2
What are Single Dimensional and Multi Dimensional Forms?
What Is a Form?
Assign a Form Status Using Evaluators
4
Assign a Form Status Using Evaluators
Overall Evaluators
Owner Evaluators
Types of Questions
Create a Form
4
Add Questions
Create a Form
Edit or Delete Questions
Rearrange Questions
Add Evaluators to a Form
3
Add Evaluators to a Form
Edit or Delete an Evaluator
Rearrange Evaluators
Edit a Form
5
Clone a Form
Delete a Form
Edit a Form
Edit Form Properties
Edit or Delete Questions
Import or Export a Form
3
Export a Form
Import a Form
Import or Export a Form
View Forms for a File or Folder
4
View Forms for a File or Folder
Files/Folders with an Active Workflow
Files/Folders Without an Active Workflow
Forms Associated with a Folder
View Submitted Forms
5
View Submitted Forms
Edit the Answers
Copy Answers to Another Form
Edit Form Information
Evaluate a Form
Form Questions
1
Form Question Alias (Expression Language)
Issue
What is an Issue?
6
What is an Issue?
Issue Discussions
Assigning Issues
Tracking and Resolving Issues
Propagating Issues
View all 6
Create an Issue
5
Create an Issue
Details
Assignees
Issue Matches
Annotations
Assign and Claim Issues
3
Assign and Claim Issues
Reassign an Issue
Claim an Issue
View Issues
7
View Issues
View the Issue Annotations
View Issues for a Document Version
View Issues Assigned to Me
View Incomplete Issues
View all 7
Search Issues
1
Search Issues
Create an Issue Discussion
4
Create an Issue Discussion
Add a Comment
Reply to a Comment
Delete a Comment
Change the Status of an Issue
1
Change the Status of an Issue
Complete and Reopen Issues
1
Complete and Reopen Issues
Edit Issue Annotations
1
Edit Issue Annotations
Edit an Issue
1
Edit an Issue
Delete an Issue
1
Delete an Issue
View an Issue's Activity
1
View an Issue’s Activity
Link Issues
2
Link Issues
View the Linked Issue
Propagate Issues
2
Propagate Issues
View the Parent Issue
Permissions
Understanding Permissions
1
Understanding Permissions
Set Permissions
1
Set Permissions
Profile
Edit your Password
1
Edit Your Profile
Change your Password
1
Change Your Password
View your Profile
1
View Your Profile
Reassign Your Tasks
1
Reassign Your Tasks
Manage Your Subscriptions
1
Manage Your Subscriptions
Reports
What are Reports?
2
About System Reports
What Are Reports?
Create a Report
7
Add Columns
Add Filters
Add Sort Options
Create a Report
Download the Report Results
View all 7
Create a Report Based on an Existing Report
1
Create a Report Based on an Existing Report
Generate a Report
2
Download Report Results
Generate a Report
Manage Reports
7
Delete a Report
Edit a Report
Schedule a Report to Send via Email
Schedule a Report to Trigger an Event
Set Favorite Reports
View all 7
Import or Export a Report Configuration
3
Export a Report Configuration
Import a Report Configuration
Import or Export a Report Configuration
Analytics Reports
0
Security
Understanding API Integration
1
Understanding API Integration
Generate an Access Token
1
Generate an Access Token
Regenerate an Access Token
1
Regenerate an Access Token
Revoke an Access Token
1
Revoke an Access Token
Side Panel
What is a Side Panel?
1
What is the Side Panel?
Viewing the Side Panel
1
Show or Hide the Side Panel
Customize the Side Panel
1
Customize the Side Panel
Statuses
What is a Status?
7
Clone a Status
Create a Status
Delete a Status
Edit a Status
Set a Default Status
View all 7
Import or Export a Status
3
Export a Status
Import a Status
Import or Export a Status
Tags & Attributes
What Are Tags and Attributes?
2
What Are Tags and Attributes?
About Inherited Tags and Attributes
View Search Results for a Tag
2
View Search Results for a Tag
Select a Tag
Add an Attribute
1
Add an Attribute
Edit an Attribute
1
Edit an Attribute
Delete an Attribute
1
Delete an Attribute
Add a Tag
1
Add a Tag
Delete a Tag
1
Delete a Tag
View Search Results for an Attribute
2
View Search Results for an Attribute
Select an Attribute
Teams
What Are Teams?
1
What Are Teams?
Create a Team
1
Create a Team
Using Teams
8
Assign a Parent Team
Assign a Subteam
Assign Email Addresses to a Team
Assign Users to a Team
Delete a Team
View all 8
Import or Export Teams
2
Export Teams
Import Teams
Users
Understanding User Management
1
Understanding User Management
Create a User
1
Create a User
Send an Activation Code to a User
1
Send an Activation Code to a User
Edit a User
1
Edit a User
Lock or Unlock a User
1
Lock or Unlock a User
Import or Export Users
1
Import or Export Users
Delete a User
1
Delete a User
Reassign a User’s Tasks
1
Reassign a User’s Tasks
Manage User Backups
1
Manage User Backups
Login as Another User
1
Login as Another User
Auto-lock inactive users
1
Auto-lock inactive users after a period of inactivity
Workflows
What Are Workflows?
3
How Is a Workflow Activated?
How Is a Workflow Structured?
What Are Workflows?
Create a Workflow
3
Add Tasks and Branches
Call Another Workflow
Create a Workflow
Set up Workflow Tasks
9
Actions
Advanced
Clone a Workflow
Evaluators
Forms
View all 9
Edit a Workflow
5
Delete a Workflow
Disable a Workflow
Edit a Workflow
Edit Workflow Properties
Edit Workflow Tasks
Import or Export a Workflow
3
Export a Workflow
Import a Workflow
Import or Export a Workflow
Workflow task options
0
Activate and Complete a Workflow
2
Activate and Complete a Workflow
Activate a Workflow
View the Workflow Tasks
1
View the Workflow Tasks
Complete the Workflow Tasks
1
Complete the Workflow Tasks
Claim a Task
1
Claim a Task
Reassign a Task
1
Reassign a Task
Modify a Task
1
Modify a Task
Escalate a Workflow
1
Escalate a Workflow
Cancel a Workflow
1
Cancel a Workflow
View Workflow Activity
1
View Workflow Activity
System
System Configurations
2
Add New System Configuration
System Configurations List
Roles
What Are Roles?
4
How Are Roles Assigned?
What Are Roles?
What Does a Role Control?
What is a Custom Role?
Create a Role
1
Create a Role
Edit a Role
1
Edit a Role
Delete a Role
1
Delete a Role
Clone a Role
1
Clone a Role
Assign a Role to a Group
1
Assign a Role to a Team
Assign a Role to a User
1
Assign a Role to a User
View Role Details
1
View Role Details
