Solution Designer
Configuring Mailbox Access for Therefore™
Introduction As of late 2022, Microsoft deprecated basic authentication for mailboxes. This introduced a substantial change to our solutions (as mailbox monitoring is very common). Any solutions using basic authentication (just username / password) ...
Changing Email Addresses in Therefore Reports
Changing Recipients in Therefore Reports This guide will show you how to add or remove recipients in a Therefore report. You will need permission to the Therefore Solution Designer and permission to alter the report. If you do not have this ...
Enabling/Disabling Overdue Notifications
Turning On/Off Overdue Notifications This guide will instruct you on how to enable or disable the overdue notifications on Therefore workflow tasks. You will need access to the solution designer in order to make these changes within the workflow. The ...
Changing Named User Assignments
Changing Named User Assignments This guide will briefly show you how to change who the named Licenses are assigned to within Therefore. You will need access to the Therefore Solution Designer as an administrator in order to make the changes to these ...
Increasing Drop-Down Record Count
Increasing Record Count for Drop-Down Box In Therefore, a drop-down box can only show a certain number of records; this is to ensure the performance of the searches are affected as little as possible. This article will guide you through the process ...
Adding a New Stamp in Therefore (Solution Designer)
Adding a New Stamp to Therefore This guide will show you how to create a new stamp in the Therefore Solution Designer for all users to use. You will need the Therefore Solution Designer on your PC and the relevant permissions to access the Stamps ...
Updating a Therefore > Sage DLL in a Workflow
Updating the custom Sage DLL Over time, you may have Sage updated to a new major version for various reasons. However once this is updated, you may come across some issues the a customer DLL task in the Therefore workflow for posting data into Sage. ...
Creating a user in Therefore Online
Creating a Therefore Online User This article will guide you through the process to add a new user in your Therefore Online solution. You will need access to the Therefore Solution Designer and also administrator permissions within Therefore. Open ...
Changing Security Permissions in Therefore
Changing Security Permissions in Therefore This article will show you how to change user/group permissions within Therefore to ensure that users can only access what they need to access. This process applies to both categories and workflow ...
Adding Users to Groups In Therefore
Adding users into Groups This guide will show you how to add users into specific groups in Therefore. The users will first need to be added into the domain group "Therefore Users" in order for them to be able to access Therefore. When the user is not ...
Adding Keywords In Therefore
Adding Keywords This article will give you a brief overview on how to add new keywords into Therefore. This is a simple process intended for Therefore Administrators or users with Admin access. Access to the Therefore Solution Designer will be ...
Changing User Assignments in Therefore Workflows
Changing assigned users in Therefore tasks This guide will provide instruction on how to change the users which workflow instances are assigned to in a Therefore workflow. There are multiple methods which are used to assign workflow tasks in ...