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Navigating the Admin Console
If you are a Professional or Business that has access to the Console where you can create SideDrawers for your clients, these articles will help you.
Adding or editing a vCard
Sending a Blast Delivery
SideDrawer Batch Delivery
SideDrawer Tenant and Role Definitions
Adding reminders to Record
Ownership considerations when creating SideDrawers
Managing your Branding
What does sponsoring a client mean?
How to sponsor/assign a license to a client
Helping your clients change permission settings
How to purchase licenses
How to remove/revoke a license from a client
Error message when trying to upload a document
Resending Invitations
Console UX Settings
How to create a PDF from an Info Request
Info Request - Add Text to Multiple / Single Options
Info Request - Adding A Drop Down & Prefill Rows in a Table
Info Request templates
Building a survey table within an Info Request
Building a table within an Info Request
Info Requests 3: Send your Info Request
Info Requests 4: Track & Edit
Info Requests 5: Front-End View
Adding Videos to Info Requests
Info Requests 1: Overview