Kno2®

Supported Document Types

Configure intake rules to automatically assign incoming faxes and Direct messages to users in your Kno2 Connected™ app

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

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

Learn About Kno2®

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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.

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

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

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

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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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