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This manual is for the people who set up and run Cogneris for their company: company administrators and technical profiles. It explains how to configure each product — the languages of a Portal journey, workflows and their phases, connections to your systems, review queues, Vision's document AI, Template's document templates and the Document Center — and what every setting does.
Day-to-day use of the products — sending an access link, reviewing a document, signing, finding a document — is in the user manual. Shared topics such as sign-in, multi-factor authentication and billing are described there once and are not repeated here.
Parts of this manual
| Manual | Start at | Chapters | Version | Oldest review | Owner |
|---|---|---|---|---|---|
| Tenant administration | Manage members and profiles | 1 | 0.1.0 | 2026-10-08 | product-documentation |
| Portal | Portal journey languages | 1 | 1.0.0 | 2026-10-18 | product-documentation |
| Workflow | Workflow administration overview | 30 | 1.0.0 – 1.1.1 | 2026-10-09 | product-documentation |
| Vision | Vision administration overview | 10 | 1.0.0 | 2026-10-22 | product-documentation |
| Template | Template administration overview | 5 | 1.0.0 | 2026-10-22 | product-documentation |
| Document Center | Document Center administration overview | 6 | 1.0.0 – 1.2.0 | 2026-10-17 | product-documentation |
Manual edition 2026.10.1. Generated from manual.json and each chapter's front matter.
Oldest review is the earliest last reviewed date among the chapters of the part. Each chapter ends with its own review date, version and owner.
If a menu item described here is missing for you, your profile does not include it. Ask an administrator of your company to review your profile; see Profiles and Your team.
Last reviewed 2026-10-16 · Version 1.0.0 · Owner: product-documentation