Workspace Guide

Workspace Guide

Learn how to manage your workspace.
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How to Manage Users

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How to use Flows

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How to Manage Acquisitions

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How to Manage Users

Invite new users to your workspace

Who can use this feature?

Only the Workspace Owner and Workspace Admins can send invitations. This ensures controlled access and maintains security within the workspace.

Send an invitation

The only way to join a workspace is through an invitation from an existing member. Your ability to send invitations depends on your role within the workspace.

  • 1

    Click User Management in the sidebar to open the drop-down menu.

  • 2
    Click Manage Invitations.
  • 3
    Click + INVITE USER in the top right.
  • 4

    Enter the email address of the person you want to invite in the bar that opens.

  • 5

    Click Save, then click Ok.

Send multiple invitations

To streamline the invitation process, you can send multiple invitations at once by uploading a .CSV file. This method allows you to efficiently invite many users without having to enter their email addresses individually.

  • 1

    Click User Management in the sidebar to open the drop-down menu.

  • 2

    Click Manage Invitations.

  • 3

    Click + INVITE FROM CSV.

  • 4

    Drag your CSV file into the outlined area, or click Select files to upload it.

  • 5

    Click Save, then click Ok.

< Back to main menu

Change a user’s role in your workspace

Who can use this feature?

Only the Workspace Owner and Workspace Admins can change a member’s role. This ensures controlled access and maintains security within the workspace.

Change roles

Changing user roles allows you to control access and permissions within your workspace. Follow these steps to manage roles effectively.

  • 1

    Click User Management in the sidebar to open the drop-down menu.

  • 2

    Click on the row of the user whose role you wish to change.

  • 3
    Locate “Roles” in the lower left corner of the displayed data, click EDIT to change the user’s role.
  • 4

    Select the desired role(s) (Admin, Operator, Supervisor, Flow Creator, User) from the available options. You can choose more than one.

  • 5

    Click Save.

< Back to main menu

Remove a user account from your workspace

Who can use this feature?

Only the Workspace Owner and Workspace Admins can remove a user’s account from the workspace. This ensures controlled access and maintains security within the workspace.

Remove a user

Follow these steps to remove users from your workspace and ensure smooth administration.

  • 1

    Click User Management in the sidebar to open the drop-down menu.

  • 2

    Click on the row of the user you wish to remove.

  • 3

    Click Remove User on the right.

  • 4

    In the tab that opens, click on Remove User again.

  • 5

    Click Ok.

< Back to main menu

Reinvite a user to your workspace

Who can use this feature?

Only the Workspace Owner and Workspace Admins can reinvite a user to the workspace. This ensures controlled access and maintains security within the workspace.
Reinvite a user

Follow these steps to reinvite users to your workspace and facilitate seamless administration.

  • 1

    Click User Management in the sidebar to open the drop-down menu.

  • 2

    Click Manage Invitations.

  • 3
    Click Reinvite on the row of the user you want to reinvite.

The user will receive an email in their inbox to regain access to the workspace.

< Back to main menu

Cancel an invitation to your workspace

Who can use this feature?

Only the Workspace Owner and Workspace Admins can cancel an invitation to the workspace. This ensures controlled access and maintains security within the workspace.

Cancel an invitation

Follow these steps to cancel invitations to your workspace, whether sent accidentally or for other reasons. This ensures precise access control.

  • 1

    Click User Management in the sidebar to open the drop-down menu.

  • 2

    Click Manage Invitations.

  • 3

    Click Undo on the row of the invitation you want to delete.

< Back to main menu

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How to use Flows

Create a new Flow

Who can use this feature?

Only the Workspace Owner and Flow Creators can create a new Flow.
Create a Flow

Follow these steps to create a new Flow and design an acquisition flow that fits your specific needs, customizing it to your preferences.

  • 1
    Go to the Home section and click on New Flow +. Alternatively, click on Flow in the sidebar to open the drop-down menu, then Personal, and finally New Flow +.
  • 2

    Choose the template that best suits your needs.

  • 3

    Provide the requested details in the flow’s fields to configure it according to your preferences.

  • 4

    Choose your preferences from the drop-down menu for each item.

  • 5

    Optionally return home, capture the stream, or send it to the recipient.

< Back to main menu

Capture with a Flow

Who can use this feature?

When creating a Flow, you can control who can capture with it. The available options are:

  • Only workspace members: only members of your workspace can capture with that Flow.
  • Open access: anyone with the link can access that Flow, with or without logging in.
Capture with a Flow

Follow these steps to efficiently collect data with Flows using personalized templates to meet different requirements.

FROM DESKTOP (directly from your workspace)

  • 1
    Click on Flow in the sidebar.
  • 2

    Depending on your needs, click on either Personal or Company Flows.

  • 3

    Choose the Flow you need, then click Acquire located to the right of the selected flow’s row.

  • 4
    Click on Start.
  • 5

    Fill in all necessary data, including date, contract number, and your identity.

  • 6

    Review any provided documents before proceeding.

  • 7

    Add a title, your position, and your advanced electronic signature (AdES), if required.

  • 8

    Once data analysis is complete, preview the forensic technical report. You can then easily share this report with anyone you wish.

  • 9
    Additionally, you can also view and download the finalized certification from the Archive section of your workspace.

FROM DESKTOP (from received link)

  • 1
    Click on the link sent by the organization or by any TrueScreen user.
  • 2
    Click on Start.
  • 3

    Fill in all necessary data, including date, contract number, and your identity.

  • 4

    Review any provided documents before proceeding.

  • 5

    Add a title, your position, and your advanced electronic signature (AdES), if required.

  • 6

    Once data analysis is complete, preview the forensic technical report. You can then easily share this report with anyone you wish.

FROM MOBILE (via received link or by scanning the QR code)

  • 1

    Access Flow by scanning the QR code or clicking on the link provided by the organization.

  • 2

    If it’s your first time, download the app and register.

  • 3

    Tap Continue to initiate the flow.

  • 4

    Fill in all necessary data, including date, contract number, and your identity.

  • 5
    Add a title, your position, and your advanced electronic signature (AdES), if required.
  • 6

    Once data analysis is complete, preview the forensic technical report. You can then easily share this report with anyone you wish.

< Back to main menu

Send a Flow

Who can use this feature?

Every workspace member can send Flows to both internal and external recipients.
Send a Flow

Follow these steps to easily send secure Flows to both internal and external recipients.

  • 1

    Go to the Home section and locate the desired flow.

  • 2

    Click on the three dots of the chosen flow, then click on Share.

  • 3

    Enter the email address of the intended recipient or, copy the provided link and paste it where necessary.

Alternatively

  • 1
    Click on Flow in the sidebar.
  • 2

    Depending on your needs, click on either Personal or Company Flows.

  • 3

    Click on Share located to the right of the selected flow’s row.

  • 4

    Enter the email address of the intended recipient for the acquisition flow or, copy the provided link and paste it where necessary.

< Back to main menu

Delete a Flow

Who can use this feature?

Only the Workspace Owner and Workspace Admins can delete a Flow.

Delete a Flow

Follow these steps to delete Flows that are no longer needed from your workspace.

  • 1

    Click Flow in the sidebar to open the drop-down menu.

  • 2
    Depending on your need, choose either Personal or Demo.
  • 3

    Click on the three dots located to the right of the row corresponding to the chosen flow.

  • 4

    Click on Delete.

  • 5

    Type Delete in the bar of the opened tab.

  • 6

    Click on Delete Flow to confirm.

  • 7

    Click Ok.

< Back to main menu

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How to Manage Acquisitions

View and edit acquisitions of your workspace

Who can use this feature?

All users with workspace access can view the list of acquisitions.
Only Workspace Owners and Admins can edit acquisition titles.

View all acquisitions

Explore all your acquisitions effortlessly in one place, providing a comprehensive overview of your workspace data safely stored in the cloud.

  • 1
    Click Acquisitions in the sidebar.
  • 2

    Navigate through your acquisitions effortlessly by scrolling through the list, where you’ll find details such as date, title, user email, and the TrueFlow template title.

Edit title of an acquisition

Easily customize the titles of your acquisitions to better align with your needs and organizational preferences.

  • 1
    Click Acquisitions in the sidebar.
  • 2

    Click on the row of the acquisition you want to edit.

  • 3
    Click on the Edit button at the top right.
  • 4

    Enter the new title in the provided bar.

  • 5
    Click on the Save button at the top right.

< Back to main menu

Filter acquisitions in your workspace

Who can use this feature?

This feature is available to all users with access to the workspace.

Filter to find an acquisition

Easily narrow down your acquisitions to find exactly what you need with the filtering option.

  • 1
    Click Acquisitions in the sidebar.
  • 2

    Choose your preferred filter option from title, user, trueflow, or date.

  • 3

    Enter the title and/or email address of the user in the provided bar.

Filter by date

Quickly locate a specific acquisition by filtering it based on its date

  • 1
    Click Acquisitions in the sidebar.
  • 2
    Click on ADD FILTER.
  • 3

    Select Date from to set the starting date, then Date to to set the ending date, defining a specific time range for your search.

PRO TIP: Set of filters

Make your work easier by saving your favorite filters for quick access whenever you need them.

  • 1
    After applying your filters, click on ADD FILTER once more.
  • 2

    Name your set of filters for easy access later.

  • 3

    Click Save.

Now, whenever you click on ADD FILTER, you’ll find your saved filter set listed for easy selection whenever you need it.

To remove it:

  • 1
    Click on ADD FILTER when the filter is applied.
  • 2

    Select Remove followed by the name of your filter set.

  • 3

    Click Confirm to delete them completely.

< Back to main menu

Sort acquisitions of your workspace

Who can use this feature?

This feature is available to all users with access to the workspace.

Sort acquisitions by date or alphabetically

Easily sort your acquisitions by date or alphabet to find exactly what you need with the sorting option.

  • 1
    Click Acquisitions in the sidebar.
  • 2

    Click on Date or Title to sort the acquisitions by date or alphabetically, respectively.

< Back to main menu

Download an acquisition from your workspace

Who can use this feature?

This feature is available to all users with access to the workspace.

Download an acquisition

Follow these steps to easily download acquisitions to your device for convenient offline viewing and sharing.

  • 1
    Click Acquisitions in the sidebar.
  • 2
    Click on the row of the acquisition you want to download.
  • 3
    Click on the Download button "" next to DOWNLOAD ALL to download all files at once, or select individual files to download separately (digital signature xml, media, report json).
View and download the technical report of an acquisition
  • 1
    Click Acquisitions in the sidebar.
  • 2

    Click on the row of the acquisition whose report you want to download.

  • 3
    Click on the View button "" next to REPORT PDF.
  • 4

    Click on the Download button on the top right corner.

< Back to main menu

Delete an acquisition from your workspace

Who can use this feature?

Only Workspace Owners and Admins can delete an acquisition from the workspace.

Delete an acquisition
  • 1
    Click Acquisitions in the sidebar.
  • 2

    Click on the row of the acquisition you want to delete.

  • 3
    Click on the Delete button on the top right.
  • 4
    Type Delete into the bar.
  • 5
    Click on Delete.
  • 6

    Click Ok.

< Back to main menu