Software Admin Settings

Contacts

• Task Triggers
• Setup Task Items
• Custom Fields
• Form Builder
• Workflow Settings
• Event Types

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Users and Companies

• Setting up the Guidelines Tab
• Teams
• Adding and Editing Users
• Suspending Users
• Shared User Data
• Password Recovery

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General Configurations

• Task Settings
• E-Sign Settings
• Enrollment Settings
• Payees
• Compensation Templates
• Files Tab

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Documents

• Tags
• Creating Document Templates with the PDF Builder
• Adding Attachments To Email Templates
• Adding a Hyperlink to a Template
• Adding an Image to a Template
• Performing Math Operations In Documents

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FAQ

• FAQ - Software Admin Settings