by Skyler Epperson | Mar 28, 2017 | Support
Change Portal Email Accidentally send a Portal to the wrong email address? Never fear, you can change portal email information simply and quickly to ensure the portal is sent to the correct person. Follow the steps below to successfully alter the Portal...
by Skyler Epperson | Mar 21, 2017 | Support, Viewing
Edit Document Name Notice that a Record’s document or documents have an incorrect name? Simply want to edit the name of a document? You’ve come to the right place! If you have “edit” rights, imitate the following steps to edit any...
by Brad Vossler | Mar 19, 2017 | Release Notes
Version 3.07 New and Updated Features Workflow Updated workflow Manager screen to allow for easier filtering of data Updated workflow notification emails to send field data as represented by Record Type definition Added ability to add attachments to email actions...
by Skyler Epperson | Mar 14, 2017 | Support, Viewing
Restore Deleted Documents Did a needed document accidentally get deleted from a Record? No worries, we have you covered! You simply need to have “admin” rights to view and restore deleted documents. By following these 3 easy-to-follow steps, your...
by Skyler Epperson | Mar 7, 2017 | Searching, Support, Viewing
Restore Deleted Records Did you or a colleague accidentally delete a needed Record? No fear, this article will review how any administrator can restore deleted records using the Recycle Bin feature. Restoring Records is a simple 3-step process. However, as...
