Therefore Go vs Quest™ by Sourcepass

A Therefore™ system is required for this app. Therefore™ Go allows users of the Therefore™ Information Management system to find Therefore™ documents, view index data, and process workflow tasks. Find Therefore™ Documents • Search for documents using index data filters or full-text search terms. View Therefore™ 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. • Receive notifications if a Therefore™ workflow instance is assigned to the user that is currently logged in or to a group the user belongs to. Save Files into Therefore™ • Documents from third party apps can be saved and categorized into Therefore™. • 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 Therefore™. 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. Therefore™ eForms functionality • Access and submit Therefore™ eForms. • Access draft eForms. Open .Thex and .Thel email attachments • Open links to documents and workflow instances via .Thex and .Thel files attached to emails. 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 Azure Active Directory. • 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. Notes • Http connections are no longer supported. • Self signed certificates will no longer be supported in future versions of Therefore™ Go, but are currently supported in this version. To utilize Therefore Go you need to have a Therefore™ system set up, a Therefore™ server address and login credentials.

Key Features of Quest™: Submit Tickets: Need support? Submit tickets with ease by selecting categories to narrow down your search and identify the appropriate form. We are here to streamline the process, so you can get back to what matters most to you. View Tickets: Curious about the status of your ticket? Quest™ allows you to monitor the status of your tickets and message your technician directly, keeping you informed every step of the way. Access Knowledge Base: Create customized KB topics to address commonly asked questions and provide guided walkthroughs on how to resolve issues. If you have any questions, please reach out to us at (877) 678-8080 or at www.sourcepass.com.