Getting Started
- Step 1. Add Your Organization Details
- Step 2. Integrate with Autotask, Connectwise and Microsoft
- Step 3. Enable IP Addresses in your firewall
- Step 4. Create a Contact with no PSA Integration
- Step 5. Create a Section
- Step 6. Create a Template
Settings
- Organization Details
- Billing Details
- Invite Users and Assign Permissions
- Users and Groups
- Finance Rules
- Tax Regions and Settings
Autotask Integration
- Set Up Autotask Integration Step-by-Step
- Autotask Integration Overview
- Setting up your Autotask API user account
- Connect the Autotask API to Zen Contract
- Rotate Autotask API Keys
- Autotask Get Quote Feature
ConnectWise Integration
Microsoft Integration
General
- How to make sections continuous
- How to add a full image into a Section
- How to Create a cover page with a Full Image
- How to Troubleshoot Headers and Footers
- Hide Frequency Feature
- Pricing Items: delete multiple items (ConnectWise Users)
Sections
- How to Edit a Section inside a Template
- What are Sections?
- Setting up Section Categories
- Create and Edit Sections Overview
- What are Prompts?
- Inserting System Prompts
Templates
- What are Templates?
- Editing Templates
- Advance Settings in the Template Builder
- Read Only and Mandatory Fields
- Assigning Templates to Users or Groups
- Assigning the Authorized Counter Signature for a Template