Kno2®

Document Types

Assign received messages to users automatically

Intake Rules

Assign batches of documents to a user or group of users

Triage Rules

How to set up a rule for faxes from specified senders

Intake Rule Configuration for 'From' Fax Numbers

Choose how and where to save received information

Intake Download

What Intake Download options are available?

Intake Download - Print Only

For practices using both paper and electronic records

Intake Download - Save or Print

Intake Download - Forward to EMR

How to enable Printing From Browser for your users

Enable Printing From Browser

Allow users to download PDFs to their computer

Enable Download From Browser

Set up custom release types to streamline message sending

Configure Releases

Stacy Lane

Interoperability

Kno2

Kno2 Tutorial Videos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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