Tools

Tools bundles the supporting features you reach for once an app is already up and running: moving content between collections, connecting external apps, translating text, notifying users, sharing forms publicly, and extending the platform with custom code.

Import & export

Export dashboards, forms, dataclips, or dataflows from one collection as a file, then import that file into another to create a new app or extend an existing one. The import wizard lets you create new objects, map to existing ones, or ignore parts, and produces a log file listing anything that still needs attention.

Import & exportExport and import application templates to create or extend apps.

Add-ins

Add-ins let external applications trigger dataflows, agents, and agent chats from inside Any2Info. Outlook can trigger them from a selected email, and Synergy can trigger them from Exact Synergy.

Add-insOffice add-ins that connect Any2Info to Outlook and Synergy.

Translations

Manage every custom display text used across forms, dashboards, menus, notifications, and agents. Configure the languages available in a collection, maintain the default text and its per-language translations in a grid, and optionally generate first-draft translations with AI (requires an OpenAI API key). Changes aren’t saved automatically.

TranslationsManage display texts and translations used throughout the platform.

Notifications

Send a notification to one or more users or user groups. Every notification lands in the recipient’s Timeline, and also as a push notification if they have one enabled. Depending on its type, opening a notification can take the user straight to a dashboard, a form overview, a new or existing form record, or the workflow overview.

NotificationsSend notifications to users and user groups, and configure how they are delivered.

Form web links

Generate public links to a form that external people, such as customers or suppliers, can fill in without a user account. Each link can carry its own usage limit, availability window, preset field values, and confirmation message, so you can hand out a separate tracked link per recipient from the same form.

Form web linksCreate public links to a form that can be completed without a user account or login.

Plugins

A plugin is a custom .NET assembly, built externally in Visual Studio, that extends the platform without touching core code. The supported interfaces cover loading custom dashboard data (IDashboardPlugin), custom document retrieval (IDocumentServicePlugin), and before/after-save logic on forms (ISaveFormPlugin).

PluginsManage custom .NET plugins that extend the standard functionality of the platform.

Document services

A document service is the abstraction layer between a PDF or download field/control and where its file actually lives. Beyond the default service on the Any2Info webserver, plugins can retrieve documents from SQL Server, ODBC, a form, the file system, or a dataflow, making it possible to pull files from SharePoint or other external systems.

Document servicesConfigure how documents are retrieved and downloaded within the platform.