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Server configuration
Configure your system settings to suit your business
By Teresa and 2 others3 authors58 articles
All things Document Templates, Email Templates and Dynamic forms
Everything about Text Snippets
How do I customise a report to be asset type specific?
Multiple email templates for appointment notifications
How to link a routine and expected report
How to mark up a Dynamic Form for a change request
White Labelling Reports
Can I edit my own templates?
Uptick Templates
Report Types
Template markup tool
System admin - everything about the control panel
Setting up default folder structures
Why are prompts/prompt sets not showing?
Everything to know about Service Groups
Legislative prompt questions
Creating a new routine types and setting applicable assets
How to find specific keys and ID numbers
Customer Portal (guide for admins)