Introduction

To get started with Boost, you first need to learn about the basic concepts. The core entity in Boost is the Form.  A form is very similar to the actual paper forms that you use, for example to do your Tax returns. Once you have defined a Form in the system, you can create many […]

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What now?

Once you have a registered account, you can start using Boost. Initially, you have a blank account with no data or configuration, so what now? First you need to decide what you want to do with Boost and to do that you need to know what kind of business you have. Are you a freelance contractor? […]

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Departments and Rights

Departments and Rights are used to control who can see and what they can do with specific documents in the system. Boost allows for very fine grained access control to information. This control is achieved through the concept of departments and rights. A department is a group to which a user can belong. Typically, you […]

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Form Categories

Categories are a way to help you organise your library of forms. Once you have defined different categories, you can assign forms to belong to any one (or none) of these categories. To manage your categories, you need to follow the following steps: Log in as an administrator Click on the Categories link in the top menu […]

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Managing templates

Templates can be used to merge your documents into a template. Say someone has entered their resumé on the website and you need it to be in a nice and neet looking format. You just add a template to the form configuration and Boost will allow you to download this in a PDF format. To […]

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Managing your account

To manage your account follow the following steps: login as administrator and select ‘Account’ from the main menu. You’ll see an overview of the setting for your account. Click the ‘Edit’ button to adjust the settings for your account After clicking edit you will see the following options: ‘Account name’, this is a static text. You’ll see […]

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Setting up workflow

For creating a workflow we need to have searchable fields. In the form configurator we can edit fields so they are searchable. After making fields searchable they can be used in the workflow. If you wish to set-up the workflow items you need to be a user with workflow rights. If all this is done, […]

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Managing departments

To manage rights for different users in Boost we create the principle of departments. A department is no more and or less than a group of users having the same rights on a form. To create a new department follow these steps: Log in as admin and navigate to Departments Click the button ‘Add department’. […]

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Managing users

To manage users follow the following steps: login as administrator and select ‘Users’ from the main menu. Click on the button ‘Add users’ After click ‘Add user’ the create screen is shown. This screen contains the following options: ‘Username’, the username is a required field. It has to be unique over in the system AND […]

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