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...
by Brad Vossler | Feb 15, 2017 | Feature, Workflow
Building a Contact Us Workflow – Step by Step In our previous post, Step-By-Step: Contact Us Form, we discussed the creation of a Contact Us Form and how to publish that for use on your Web site. In this article we will extend that lesson and discuss how to...
by Brad Vossler | Feb 13, 2017 | Feature
Building a Contact Us Form – Step by Step Most sites have a Contact Us form where users can ask questions or leave comments about the Web site, products, services and more. The problem with most systems like WordPress or other Web site builders is they only...
by Brad Vossler | Feb 2, 2017 | E-form, Feature
Portals vs. Public E-Forms There are two basic ways to interact with external users – Portals and Public E-Forms. Both have their benefits and uses but both have different requirements and outcomes. So the question is “When do I use Portals vs. Public...
by Skyler Epperson | Jan 30, 2017 | Feature
Adding Users and Teams When adding Users and Teams there are two routes to take. You can add Users and Teams manually or you can import them. Note that Teams can only be imported if they are imported as part of the User import. As a rule of thumb you should add a...
