Advanced Training Videos
- Content Configuration
- Add and Manage Permission Templates
- Add a Billing (Fee) Item
- Add a Government Document Type
- Add a Reference Number Type
- Add a Status Type
- Add a Task Template
- Add a Tenant User Message
- Add a Workflow Step Template
- Assign a Case Value and Set a Case Value Percentage
- Create an Email Template
- Create a Custom Field
- Create a Custom Page
- Create a Document Checklist Type and a Document Checklist
- Create a Merge Document Template
- Create a Package
- Create a Process Template
- Create a Questionnaire
- Create a Resource
- Create a Workflow Template
- Custom Fields and Pages
- These training videos will show you how to create custom fields and a custom page.