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Reference

Thereforeâ„¢ Go

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This reference section describes modes, settings, and dialogs found in the Thereforeâ„¢ Go app. To see tutorials specific to Thereforeâ„¢ Go click the following link: Tutorials

 

Thereforeâ„¢ Go allows users to perform the following functions:

 

Category

Function

Find Thereforeâ„¢ Documents

Search for documents using index data filters or full-text search terms.

View Thereforeâ„¢ Documents and Edit Index Data

View documents and their associated index data directly within the app.

 

Export documents for viewing in a third party app.

 

Support for calculated fields.

Process Workflow Tasks

Find workflow tasks, view their associated documents and index data, and choose from several processing options. Open notifications about workflow instances in Thereforeâ„¢ Go.

Save Files into Thereforeâ„¢

Documents from third party apps can be saved and categorized into Thereforeâ„¢.


Save Index-data only documents.


Attach files such as documents or photos from the device’s file system.


Add photographs taken on the fly.


Documents can be saved into a preselected category.


Save documents into an open case.


Resize images before uploading them to Thereforeâ„¢.

Adding Files to Existing Documents

Files and photos can be added to existing documents in the repository.

Annotating PDF files

Add annotations – including handwritten signatures – to PDF files saved into Therefore™ using the app.

Thereforeâ„¢ eForms functionality

Access and submit Thereforeâ„¢ eForms.


Access draft eForms.

Open .Thex and .Thel email attachments

Open links to documents and workflow instances via .Thex and .Thel files attached to e-mails.

Opening Linked Documents

Linked documents and cases can be opened (in Search mode, Workflow mode and Thex/Thel mode).


Edit Index data of linked documents.


Add files to the content of a linked document.

External Login Functionality

Logging in via Microsoft Entra ID.


Logging in via Okta.


Logging in via OIDC Providers (excluding Google).

Mass deployment

Mass deployment of the app and configuration settings to managed devices.

Crash Reporting

Functionality to allow for reporting crashes.

 

note

The examples shown in the online documentation will largely demonstrate screenshots from the Android version of Thereforeâ„¢ Go. While the iOS version has a slightly variant interface, the functionality is largely the same.