↬ Account settings
↬ Sub-accounts
↬ Passwords
↬ User profile
↬ Members & Team
- Seeing your list of teams and creating new teams
- How to Cc team members to admin notifications?
- How to add external members?
- How to assign roles and permissions to team members?
- Are team members shared across different accounts?
- What's not counted as team member?
↬ Templates
- How to mark template/ applications line items as private?
- How to add merge fields to your content?
- How to translate the portal to my client's language?
- How to attach documents to the client interface?
- Conditional display of items based on various criterias
- How to create progress statuses and display them?
↬ Applications
- How to reset a recipient password?
- How to approve/reject on submitted information?
- How to preview an application?
- How to track an application activity?
- How to add an html script to your portal?
- How to share application access URL with someone?
↬ Portals
- Redirecting users to an external page when application is completed
- How to display a welcome message ?
- How to disable duplicate applications?
- How to integrate a portal into your Wordpress?
- Can create an application and have recipients log back into it from a portal?
- Can I give an option for clients to pick the template or service for which they are submitting information?
↬ Messages, Emails and Notifications
↬ Online forms
↬ Credit card Payments
↬ E-contracts
- How to activate the electronic Signature?
- How to activate the digital Signature ?
- Can I add radio buttons and dropdowns to my e-contract?
- What's the difference between green and red fields?
- Do recipients receive a version of the signed contract?
- How does the date field look like?
Files, export & Cloud Storage
- How to export application files?
- Which file format and size can I accept?
- How to export application files?
- How much storage do I get?
- What triggers the manual synchronization?
- What triggers the automated files backup?