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  1. Forth
  2. Software Admin Settings

Software Admin Settings

Triggers

  • New Triggers System
  • Creating Trigger Conditions
  • Migrating the New Triggers System
  • Task Triggers
  • Email Triggers

Contact Settings

  • Configuring WebHooks
  • Custom Fields
  • Event Types and Dismissal Forms
  • External Forms
  • Form Builder
  • Role Assignments
See all 8 articles

User and Company Settings

  • Company Types
  • Creating User Login for Lead Vendors
  • Data Suppression
  • Roles
  • Shared User Data
  • Suspending Users
See all 9 articles

General Configurations

  • Compensation Templates
  • General Settings
  • Insights Table Definitions
  • Integrations Settings Self-Management
  • IP Whitelisting
  • Logging into the Consumer Portal as the Consumer
See all 11 articles

Documents

  • Formatting {DATE} Tags
  • Generating and Sending Documents for Signature
  • If Conditional and Math Tags
  • Tags
  • Tags (Business Finance)
  • Tags (Debt Settlement)
See all 7 articles

FAQ

  • Consumer Portal FAQ's
  • FAQ - Software Admin Settings
  • Password Requirements
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