Knowledge Base

Tasks (Job Dispatch) 7

• Overview
• Adding a New Task
• Sending Tasks & Editing Details
• Task Templates
• Adding a Task from a Task Template

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Folders 4

• Overview
• Adding a New Folder
• Adding a Screen/Doc/Data Source to a Folder
• Editing Folder Settings & User Access Permissions

Docs 3

• Overview
• Adding a New Doc
• Editing Doc Details

Organization & Users 6

• Organization Setup
• Adding a New User
• Adding and Managing Users
• Forgot Password
• Users - Frequently Asked Questions

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