Getting Started
Autotask Integration
General
Settings
See all 7 articlesSections
- 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