|
| 1 | +--- |
| 2 | +title: How-to Guides |
| 3 | +slug: /category/how-to |
| 4 | +hide_table_of_contents: true |
| 5 | +--- |
| 6 | + |
| 7 | +import styles from './category-page.module.css'; |
| 8 | + |
| 9 | +# How-to Guides |
| 10 | + |
| 11 | +<div className={styles.introPanel}> |
| 12 | + <p>Use these task-focused guides when you need to complete a specific API or migration workflow.</p> |
| 13 | +</div> |
| 14 | + |
| 15 | +<div className={styles.cardGrid}> |
| 16 | + <a className={styles.card} href="/docs/how-tos/api-add-documents"> |
| 17 | + <p className={styles.eyebrow}>Documents</p> |
| 18 | + <h2>Add Documents</h2> |
| 19 | + <p>Add documents through the FormKiQ API.</p> |
| 20 | + </a> |
| 21 | + <a className={styles.card} href="/docs/how-tos/api-add-document-tags"> |
| 22 | + <p className={styles.eyebrow}>Metadata</p> |
| 23 | + <h2>Add Document Tags</h2> |
| 24 | + <p>Attach tags and metadata to documents for organization and retrieval.</p> |
| 25 | + </a> |
| 26 | + <a className={styles.card} href="/docs/how-tos/api-document-search"> |
| 27 | + <p className={styles.eyebrow}>Search</p> |
| 28 | + <h2>Search Documents</h2> |
| 29 | + <p>Search documents through API-driven query workflows.</p> |
| 30 | + </a> |
| 31 | + <a className={styles.card} href="/docs/how-tos/api-document-actions"> |
| 32 | + <p className={styles.eyebrow}>Automation</p> |
| 33 | + <h2>Add Document Actions</h2> |
| 34 | + <p>Trigger and inspect document processing actions.</p> |
| 35 | + </a> |
| 36 | + <a className={styles.card} href="/docs/how-tos/jwt-authentication-token"> |
| 37 | + <p className={styles.eyebrow}>Authentication</p> |
| 38 | + <h2>Get a JWT Authentication Token</h2> |
| 39 | + <p>Get a JWT token for API requests and Postman-based testing.</p> |
| 40 | + </a> |
| 41 | + <a className={styles.card} href="/docs/how-tos/manage-users-and-groups"> |
| 42 | + <p className={styles.eyebrow}>Administration</p> |
| 43 | + <h2>Manage Users and Groups</h2> |
| 44 | + <p>Create users, assign groups, and set site permissions.</p> |
| 45 | + </a> |
| 46 | + <a className={styles.card} href="/docs/how-tos/manage-api-keys"> |
| 47 | + <p className={styles.eyebrow}>Integration</p> |
| 48 | + <h2>Manage API Keys</h2> |
| 49 | + <p>Create, use, rotate, and revoke API keys for server-side integrations.</p> |
| 50 | + </a> |
| 51 | + <a className={styles.card} href="/docs/how-tos/folder-permissions-and-sharing"> |
| 52 | + <p className={styles.eyebrow}>Access Control</p> |
| 53 | + <h2>Folder Permissions and Sharing</h2> |
| 54 | + <p>Create folders, assign permissions, and share folders with groups.</p> |
| 55 | + </a> |
| 56 | + <a className={styles.card} href="/docs/how-tos/document-versioning-checkout-legal-hold"> |
| 57 | + <p className={styles.eyebrow}>Lifecycle</p> |
| 58 | + <h2>Versioning, Checkout, and Legal Hold</h2> |
| 59 | + <p>Inspect versions, restore a version, check out a document, and apply legal hold.</p> |
| 60 | + </a> |
| 61 | + <a className={styles.card} href="/docs/how-tos/webhooks-end-to-end"> |
| 62 | + <p className={styles.eyebrow}>Automation</p> |
| 63 | + <h2>Webhooks End-to-End</h2> |
| 64 | + <p>Create and test webhook intake workflows.</p> |
| 65 | + </a> |
| 66 | + <a className={styles.card} href="/docs/how-tos/ocr-full-text-search-pipeline"> |
| 67 | + <p className={styles.eyebrow}>Search</p> |
| 68 | + <h2>OCR and Full-Text Search Pipeline</h2> |
| 69 | + <p>Run OCR, inspect extracted text, add full-text content, and search it.</p> |
| 70 | + </a> |
| 71 | + <a className={styles.card} href="/docs/how-tos/audit-user-activity-reporting"> |
| 72 | + <p className={styles.eyebrow}>Governance</p> |
| 73 | + <h2>Audit and User Activity Reporting</h2> |
| 74 | + <p>Retrieve document, user, and resource activity for audit workflows.</p> |
| 75 | + </a> |
| 76 | + <a className={styles.card} href="/docs/how-tos/migration-core-to-enterprise"> |
| 77 | + <p className={styles.eyebrow}>Migration</p> |
| 78 | + <h2>Migrate Documents from Core to Enterprise</h2> |
| 79 | + <p>Migrate data between FormKiQ Core and Enterprise environments.</p> |
| 80 | + </a> |
| 81 | +</div> |
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