What's New

Workflow Attachment

By - Mar 11, 2018

Attaching files to a submission is now available. It is supported for both the Dashboard and Workbook workflow. In this article, you’ll learn how to configure and manage attached files. Before You Start Here are some things to know before you begin this process. File size limit: 20 MB … Read More

What's New

Kepion Authentication Options

By - Mar 01, 2018

In addition to the on-premises Windows Server Active Directory (Windows AD), Kepion is now integrated with Azure Active Directory (Azure AD), which provides you with the following benefits: You can control in Azure AD who has access to Kepion You can enable your users to automatically get signed-on to Kepion … Read More

What's New

Disallow Users to Export Certain Dashboard Forms

By - Aug 02, 2017

By default, all dashboard forms can be exported into .csv file as long as they are refreshed by the time user clicks the export button in dashboard.  We are now offering an option to exclude specific forms from export.  Click the gear button of the form, and you will … Read More

What's New

Sort in Dashboard Forms

By - Aug 02, 2017

Sort is now available in dashboard forms. Right click on any cells in the form, and click Sort. In the Sort window, you can add the columns that you want to sort by, and specify the sort order.   Please note, if there is drop-down list configured on the … Read More

Everything Planning

How to Build A Strong Sales Operations Framework with Sales and Operations Planning Software

By - Jun 15, 2017

How to Build A Strong Sales Operations Framework with Sales and Operations Planning Software While it may not be very glamorous, sales operations plays a critical role in a company’s success. No matter if you are working with (or scaling to) a couple, dozens, hundreds or thousands of sales … Read More