Can we ‘Unarchive’ a record? - Effivity

Yes. You can unarchive a record in PRO. On selecting Archived view, you can see all the deleted records. Click on ‘Unarchive’ option in action tab of the particular record and uncheck ‘is archive’ button and submit. Now you can see the retrieved record in Default screen

Where can I see my drafted records - Effivity

You can find all your saved drafted records under ‘Draft’ view from the dropdown of view section on every screen.

Can I use the application as DMS for my entire organization? - Effivity

Yes, it can be used as a Document Management System for your entire organization.

Can we have Single Sign On implemented with Microsoft 365? - Effivity

Yes, it can be integrated with Microsoft 365.

How do we view previous version of the software? - Effivity

You can view the previous version under History

Is there a limitation on the number of workflows created? - Effivity

No, there are no limitations. You can create unlimited workflows.

Can I make employee or document number autogenerated as per our format? - Effivity

Yes, You can customise it in form builder.

Can I give read only access to my employees? - Effivity

Yes. You can. You can precisely control who has what access. You can define it by editing their role action.

Where can I find my organization chart in My Pro account? - Effivity

Step 1: Go to IMS –> QMS –> HR –> Employee

Step 2 : Click on dropdown view button on the employee panel then select Org chart

How can I customize the existing form? - Effivity

Effivity more than 100 pre-built forms as per global best practices and workflow. Please follow below step to customize the pre-built form

i) Go to Administration –> Form Builder –> Search for the particular form. Eg. Enquiry

ii) Click on the action Button –> Edit. Now you can perform your customization actions and click save