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Bulk Tasks
Printing a Case
Creating and Editing an Overview
What Is TAS
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Creating a New Case
Case Events
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Administrator Guide
Platform guide
Administration
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SMTP OAuth authentication
LDAP, SAML, Entra ID and NFC: Settings
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Authentication
Vault
DMS attributes
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Mobile App Setup for Your Environment
Scheme
XML Process Import
HR agenda and agenda handover
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Smart Event task
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General task settings and solver
Multi-instance
Planning: start, branching and due date
Dynamic conditions: builder
Variable assignment and sections
Variables
Class diagram, object state import and alias candidates
Document list
Text and Multiline text
Checkbox
Number
Variables: overview and common settings
Lists (texts, numbers, dates)
Dynamic Rows
Date
Dynamic list
Sequence
Dynamic Table
Shredding Process
Template graph
Template Tab
Template List
Importing, Exporting and Copying a Template
Template Headers
Case statuses
Roles
Connecting to a different database
Diagnosing services
Hyper-V: Isolated NAT Network with Port Forwarding
Users
Translations
NFC Integration
Events and Rules
AXIOS API
Plans
Axios with Vault
Users
Axios with SSL Certificate
User Detail
Calculations & Functions
Form condition
Other dynamic conditions
Optimization of API calls on dynamic conditions
Filtering in a dynamic sheet using dynamic conditions
Dynamic Conditions: Script
Dynamic Rows: Script
Calculations
Dynamic Tables
Printing and File Generation
Documents in Calculations — Complete Guide
Printing and File Generation in Calculations
DOCX document creation
Other Calculations
How and when calculations run
Calculations API reference: the lib library
Calculations API reference: variables and case
Global Scripts and React Scripts
Integrations
MS Graph
MS Graph - cron configuration
MS Graph v2 (from v5.7.102)
MS Graph - preparing the mailbox
MS Graph (email)
ISDOC.PDF
DocuSign
TAS call module - TAS 2 TAS (process creation via API)
DB View
DocuSign and electronic signatures
ERP and other integrations
Smart Events for Integrations
TAS Forms
TAS Forms
Activating the module on the environment
TAS Forms - secret creation guide for Docker Swarm
Advanced Features & Tips
Filtering in a dynamic sheet using a URL parameter (static)
Optimizing Overviews with a Large Number of Cases
API Documentation
Product
Technical Changelog
Business Changelog
Version Upgrade Guide
Upgrade to v5.19
Upgrade to TAS 5.19 - Key Changes and Removed Features
Upgrading TAS 5.17 to 5.19 – Technical Part (DevOps)
Upgrate to v5.17
Upgrade to TAS 5.17 - Key Changes and Removed Features
Asset Migration from FE to Backend (5.17 Upgrade) — DevOps
Upgrading to v5.7
Lodash upgrade v4.17.x (>v5.5)
Main changes and deprecated features (v5.3 > v5.7)
Highlighting variables in Read-only status (>v5.7.58)
Upgrading to 5.3
Dynamic conditions migration
PDF printing adjustment
Editing Task Description vs Task Instructions
Transpiling forEach to a for loop
Rendering HTML on Caseoverview
Differences between TAS4 and TAS5 - a complete overview
Best Practices for Upgrading from v4 to v5
Using validation functions
Technical details
Server prerequisites
Security and Data Protection
Security
TAS Operations Runbook
Technological architecture
News / Important information
Microsoft Disabling Basic Auth for SMTP
End of EWS support and transition to Microsoft Graph
Adjustment in EWS after MS Exchange update (29.04.2025)
Security notices
Getting Started
- All Categories /
- Administrator Guide API Documentation
REST API: Authentication and Basic Calls
The REST API lets an external application create cases, work with tasks and variables, upload documents and read TAS data. This chapter describes how to connect to the API, how lists and filters work…
API Tokens and OAuth Clients in Practice
This chapter describes how an integration obtains and uses access to TAS in practice: a static API token, a client-server OAuth client, and an OAuth client whose access is approved by a user. Managin…
API Access
The API Access screen controls who can connect to TAS from outside and how: static API tokens for server-to-server integrations, OAuth clients for applications, and the grants that users have given t…
