How to create & edit an Email template?
To create an email template please follow the steps mentioned below:
Info
Content
Book Navigation
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Configuration
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Workflow
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Activity
55 Pages
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How to create Order Form in Activity?
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How to Configure Score?
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How to define OTP ?
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How to create and modify an Activity?
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Modify an Activity
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Activity Interfaces
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How to delete an Activity?
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Configure Score
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Define OTP
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Configure Email
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Define sms for Acitivity
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Public Page
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How to create a Public Page?
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Configuring PDF template
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Activity Interface: Document Scanner
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Activity Interface : Video Interface
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Activity Interface : File attachment
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How to connect a searchable database or collection to an activity form?
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How to apply search restrictions on collections?
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How to map a private collection to users?
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How to add search result status of collection to activity form?
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How to add order taking form to activity?
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How to make product price editable in order taking form?
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How to create packages from orders?
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How to add GST/ Tax in order taking form?
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How to define taxes for order taking form?
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How to define discounts for order taking form?
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How to add tax to an order taking form?
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How to setup scoring system for an activity form?
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How to categorize customer or vendor on the basis of score?
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How to auto populate fields after scanning document?
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What type of documents can be scanned with OCR?
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How to prioritise a task in Activity Form so that it is done first?
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How to create a public form for customers?
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How to fill a public form?
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How to view the submissions on a public form?
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How to auto schedule a task in through Web Console?
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How to schedule a task to be sent to a mobile at a certain time?
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How to restrict scheduling of tasks?
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How to add fields from previous task to a follow-up task?
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How to add OTP before closure of any task?
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How to add identity validation before closure of task?
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How to configure a messaging channel for closure by OTP?
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How to add payment collection to an order taking form?
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How to add cash payment collection to an activity form?
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How to send quotation / estimate to a customer after order taking form?
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How to customize a quotation / estimate format?
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Is there a provision that application automatically pick up location address visited when field user is filling form?
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How to validate any field with regex (regular expression)?
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How to add a mask for data entry in activity?
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How to add barcode scanning to activity form?
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How to create triggers on task state change?
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How to trigger an SMS on task state change?
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How to enable Geo Fencing at the time of Check In and Finish?
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How to enable required time to spend on a task before a field user can finish it?
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Collection
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Templates
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Users & Identity
14 Pages
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Mobile User Device Reset
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How to create Mobile User one by one?
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Mobile User Deactivation
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Mobile User Modification
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Web User Creation
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Web User Deactivation
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Identity Manager
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Web User Modification
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How to create a Subscriber ID?
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Creating User Group
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Creating a Role and Permissions
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How to Assign Activity to Mobile User?
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Mobile user creation by Bulk Upload
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How to Provide Geo attendance to mobile user?
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Location Analytics
2 Pages
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Reports & Analysis
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Communication Center
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Performance
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Presence
14 Pages
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Defining Area
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Geo Attendance
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Mapping Area with Mobile User
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How to configure Leave?
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Holiday Calendar
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How to export Area List Report?
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Approval
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How to manually process attendance for multi user data?
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How to configure missing out attendance for FeetPort App?
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Is Selfie check
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Bypass location checks if found an error in detecting location
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How to configure Opening Balance for Leaves ?
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How to configure Opening Balance?
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How to enable Minimum time required before Mark Out for a field user?
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Purchase Orders
11 Pages
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How to define tax?
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How to define discount?
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Mapping Tax with Products/goods
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How to map discount with Products/Goods ?
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How to configure tax with activity?
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How to setup taxes?
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How to configure default Tax preferences for Indian organisations?
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How to setup GST in an organisation?
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How to create percentage discount?
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How to create discount for flat amount?
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How to configure Tax exemption?
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Expenses
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Data APIs
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Chatbot
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Team
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Learning
2 Pages
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How to enable Kiosk Mode in an activity?
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Triggers
Details
Revision #3
Created 8 months ago
Updated 6 months ago
Created 8 months ago
Updated 6 months ago
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