Getting Started
- Step 1. Add Your Organization Details
- Step 2. Connect with third party PSA (Autotask, Connectwise, Microsoft/Azure)
- Step 3. Create a Contact
- Step 4. Create a Section
- Step 5. Create a Template
- Step 6. Test Sending a Template
Autotask Integration
General
Settings
- Organization Details
- Billing Details
- Invite Users and Assign Permissions
- Users and Groups
- Inviting Users
- Finance Rules
Sections
- What are Sections?
- Setting up Section Categories
- Create and Edit Sections Overview
- What are Prompts?
- Inserting System Prompts
- Inserting User and Customer Prompts
Templates
- What are Templates?
- Creating Templates
- Editing Templates
- Advance Settings in the Template Builder
- Read Only and Mandatory Fields
- Assigning Templates to Users or Groups