Articles
- Integration via SSO with Azure AD or Entra ID using SAML
- Configure integration with Slack
- Calendar Setup
- Platform Language and Region Configuration
- Configure Subscription Provider - ClickSign
- Configure Signature Provider - Adobe Sign
- Language Setup - User Profile
- Editing Users
- User types
- Configure Signature Provider - CertiSign
- Single Sign-On (SSO) Configuration
- Configure Signature Provider - DocuSign
- Configure Signature Provider - D4Sign
- Deleting a User
- Create and edit folders
- Type and subtype creation
- Subtemplate
- Creating template alerts
- Enabling editor mode
- User Creation
- Creating and editing Teams
- Responsibility Transfer
- Intelligence Reports
- Creating and editing user profiles
- Assigning user profiles
- User profile
- Internal FAQ configuration
- Organizing and Editing Templates