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The Support Line: Change Portal Email

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...

The Support Line: Edit Document Name

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...

Release Notes – Version 3.07

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...