Therefore Go vs LeadsFR

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.

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