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  1. Forth
  2. Software Basics

Software Basics

Contacts

Tasks

  • Adding and Editing Users
  • Task Settings
  • Setting Up Task Items

Documents

  • Document Packages
  • Document Types
  • HTML Document Builder
  • PDF Document Builder
  • Creating Document Templates with PDF Builder
  • Adding attachments to email templates
See all 8 articles

E-Marketing

  • How to Enable Client SMTP Settings
  • How to Enable Sender SMTP Settings
  • DMARC and DKIM Records
  • Email Templates
  • Setting up an E-Marketing Campaign
  • Adding an SPF Record
See all 7 articles

SMS

  • SMS: Understanding message segments
  • SMS: Triggers
  • SMS: Sending and Receiving SMS Messages
  • Setting up the SMS platform

Enrollments / Payments

  • Earned Performance Fee Control
  • Reset Client
  • Cancel Program
  • Graduating Clients
  • Earned Performance Fee Reversal
  • Authorization for ACH Client Debit Transactions
See all 18 articles

Reports

  • Accounting Summaries
  • Insights Dashboard Descriptions
  • InSights Dashboard Features
  • Forth Insights Overview

FAQ

  • Adding and Editing Creditors
  • System Performance
  • FAQ - Software Basics
  • How to Take Screenshots or Capture a Video
  • How to Merge Creditors
  • Changing or Resetting Your Password
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