Make It Yours

Lessons

1. 01

   Custom fields

   This lesson shows what a custom field is, where to find your company's custom fields, how to pick the form to change, and what to check before you add one.

   2:44 film · written guide · quick check

2. 02

   Property setters and layout

   This lesson shows what a property setter is, how to read the list, and how the same changes are made in Customize Form. For System Managers. Screens use example data from a demo company. Nothing is saved.

   2:49 film · written guide · quick check

3. 03

   Workflows and approvals

   This lesson shows what a workflow is and how to read one: the document type it governs, its states, its transitions, the self approval box and the email switch.

   2:47 film · written guide · quick check

4. 04

   Email templates

   This lesson shows what an email template is: the list of templates, the fields of one template, the placeholders that the document fills in, and where templates are used from a document's New Email box.

   2:55 film · written guide · quick check

5. 05

   Web forms and the customer portal

   This lesson shows what a web form is, how to read one in the Web Form list, what its public page looks like, and how the customer portal menu is set up.

   2:45 film · written guide · quick check

Next course: Assets and Budgets