Encodify Help Centre

Find support articles, setup guides, troubleshooting, FAQs, and more

Browse by category

This logo has password

Authentication

Manage users access to the platform through different identity providers and the setup of login page
This logo has assignment_turned_in

Actions

Automate modules to execute different actions when triggered by specific events.
This logo has folder_open

The Module

Manage the record and data storage, offering conversion, previewing, and distribution capabilities.
This logo has receipt

Reporting

Set and use the reporting tool to create, configure, and generate reports from templates.
This logo has workspaces

Workspaces

Display key data and metrics and offers a overview of work that requires attention and work realised
This logo has comment

Online Proofing

Review and approval across multiple formats, annotation tools, version control, batch review, and mo
This logo has brightness_auto(1)

Ad Builder

This section provides information on Getting started with Document360
This logo has guides

Encodify Engage

Introduce guides, banners and popups to provide contextual instructions and process walkthroughs.
This logo has widgets

Encodify Apps

Add-ons that expand the platform capacities like Hours, Creative Automation and more.
This logo has build

Site preferences

Customise the core configuration of a site, like general settings, connected services, modules, and
This logo has construction

System Configuration

Top level preferences, like translations and login, among other general properties.
This logo has description

Briefing System

Set up and tailor tools for management and execution of large scale and frequent promotions.
This logo has security

Security

Ensure a proper security level of the system to avoid third party intrusions or accounts compromisin
This logo has people

Users

Creation of accounts, management of users accesses, preferences and controls.
This logo has text_fields

Field Definitions

Manage all aspects fields, the fundamental units of data recording and storage in the Encodify solu
This logo has dynamic_form

Dynamic forms

Create form sections that appear dynamically depending on specific values in selection fields.