How To Guides

How To Setup Workflow-Triggered Emails
This guide walks through the steps required to automatically send an email to users when they are moved into a specific workflow process.  Setup a new te...
Tue, 18 Jan, 2022 at 3:00 PM
How to Import Contacts from a File
TABLE OF CONTENTS How to Import Contacts from a file Create the File Import the Data Further Support How to Import Contacts from a file Create the...
Tue, 18 Jan, 2022 at 3:01 PM
How to Setup Notifications
TABLE OF CONTENTS Overview How To Setup a New Alert How To Edit an Existing Alert How To Delete an Alert Further Support Overview ManagementStudio ...
Wed, 19 Jan, 2022 at 3:21 PM
How to Create a Survey with Interactive Show/Hide Control
TABLE OF CONTENTS Overview Setup Steps Create a Custom Form to Store the Survey Results Create the Survey Testing the Survey Further Support Over...
Tue, 18 Jan, 2022 at 3:03 PM
How to Add a Hyperlink to a Survey
TABLE OF CONTENTS Overview Video Guide (1m 30s) Step-by-Step Guide Further Support Overview Sometimes it's useful to be able to display a URL (...
Tue, 18 Jan, 2022 at 3:03 PM
How to use the AD connector to link Applications to Users & Devices via an AD group
TABLE OF CONTENTS Introduction Add the AD groups to the Application Enable Feature in the AD Connector Further Support Introduction Most Organisat...
Tue, 18 Jan, 2022 at 3:04 PM
How To Create Right-Click Option To Send Emails
TABLE OF CONTENTS Introduction Prerequisites Step 1 - Create & Configure Email Template Step 2 - Create & Configure the UI Buttons Further Sup...
Thu, 10 Mar, 2022 at 6:35 PM
How to Add a Datamining Report to a Survey
TABLE OF CONTENTS Introduction Step 1 - Generate the required Datamining Report Step 2 - Add Report to Survey Further Support Introduction Managemen...
Tue, 18 Jan, 2022 at 3:05 PM
How to use the Link Tables within a Survey
TABLE OF CONTENTS Introduction Set up Survey Further Support Introduction Sometimes it might be useful to display a table of links with a survey. For...
Wed, 3 Aug, 2022 at 3:55 PM
How to Create a Team DU Scheduling Survey
TABLE OF CONTENTS Introduction Create Deployment Unit Survey Sending out the Portal/Survey Link Further Support Introduction Due to constraints with...
Tue, 18 Jan, 2022 at 3:07 PM