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• +AI Assistant
• +AI Directive
• +AI Insights
• +AI Transcription
• +AI Vision
• AI
• API Code: Upload File to Custom Field
• API Interactive Demonstration Page
• API Sample Code
• APIs
• ASP
• ATS
• Access Roles
• Accessibility
• Accessing Field or Status History in a Web Page View
• Accessing Job Costing and Setting the Defaults
• Accessing Level 1 from Other Screens
• Accessing Reports in Microsoft Excel
• Accessing SmartSimple Applicant Tracking
• Accessing the Current Date in a Report
• Accessing the HCAI Settings Page
• Accessing the UTA Settings Tab
• Activating Level 3
• Activating Resume Searching in Applicant Tracking
• Activating Transactions within the UCI
• Activating a Contact's Calendar
• Activating an Instance
• Activating the Object Sync Feature
• Activating the Pandora Development Environment
• Add Options to a Combo Box Using JavaScript
• Adding Applicant Notes
• Adding Applicant Profile Details and Skills
• Adding Assessments to Referrals
• Adding Business Days
• Adding Custom Fields to Company and Contact Information
• Adding Custom Fields to an Applicant Profile
• Adding Evaluators to the System
• Adding Fields to a Report
• Adding Form Fields to a MS Word Document
• Adding JavaScript JS files to Web Page View Pages
• Adding Job Skills
• Adding Medical Documentation to the Referral
• Adding Non-People Resources
• Adding Notes and Activities to Leads
• Adding Notes in Referral Tracking
• Adding Notes to Calendar Events
• Adding Personal Transactions
• Adding Questions to the Job
• Adding Standard and Custom Fields to Level 1
• Adding Statuses for Organizations and Contacts - Why?
• Adding Styles to XML Worksheets
• Adding a Button that Runs a JavaScript
• Adding a Chart to the Pin Board
• Adding a Custom Field to a Level 3
• Adding a Purchase Order and an Invoice
• Adding a Step to a Request for Approval Workflow
• Adding a Task Billing Rate
• Adding a Workflow Task in an Acknowledgment Workflow
• Adding a given number of days to a date based on the value of a dropdown
• Adding an Applicant Resume
• Adding an Applicant to a Folder
• Adding the Plug-In to Excel
• Adding the SmartSimple Login to your Website
• Additional Referral Information
• Address Bar
• Address Book Template
• Address Types
• Administrator Interface
• Adobe Acrobat Sign
• Advanced Custom Fields
• Advanced Logic
• Advanced Logic Options
• Advanced Search
• Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?
• Aggregation UTA
• Ajax
• Ajax Lookup Signup Page
• Alias
• Allocation Chart
• Allocation Chart - Why?
• Allocation Manager
• Allow for '$' in webpage view field showing activity
• Allowing Only One Check Box to be Selected
• Anonymous
• Anti cross-site framing security
• Applicant Folders and Signup pages
• Application Connectivity Summary Diagram
• Application Scope Access
• Application Subscription Scope - SmartFolders
• Application Template Page
• Approaches to Filtering
• Arcadia - KPI Settings
• Arcadia - Level 1 Summary (matrix) Settings
• Arcadia - Level 2 Summary (matrix) Settings
• Arcadia - List View Settings
• Arcadia - My Portal menu
• Arcadia - Show Advanced Search
• Arcadia - Tab Settings
• Arcadia - UTA Custom Fields
• Arcadia Permissions
• Arcadia Settings
• Arcadia X
• Arcadia X - Building a Role Based Portal
• Arcadia X Interface With Customizable Header Menus - Why?
• Arcadia X Layout Picker
• Arcadia X Layout Picker - Why?
• Archiving Records
• Assessment Actions/Activities
• Assessment Basic Information
• Assessment Concepts
• Assessment Details
• Assessment Filtering
• Assessment Statuses
• Assign Owner from the Company Signup Page
• Assigned Resource Terminology
• Assigning Indirect Company Costs
• Assigning Indirect Resource Costs
• Assigning Indirect Role Costs
• Assigning Materials or Equipment to a Task
• Assigning Multiple Reports to a Role
• Assigning Resources to the Estimate
• Assigning a Report to Multiple Roles
• Assigning a Resource Billing Rate to the Assignment
• Assigning a Team to a Project
• Assignment Grid
• Assignment List View
• Assignment Panels
• Assignment Panels - Why?
• Associating a Calendar Activity with a Contact
• Associating an Activity with another Contact
• Association Settings
• Associations
• Attach a PDF to a Web Page View
• Authentication Member
• Auto Assignments
• Auto Convert Documents to PDF on Upload
• Auto Loader
• Autoconvert uploaded Word Documents to PDF
• Autoconvert uploaded Word Documents to PDF - Why?
• Autoloader File Preparation
• Autoloader for Associations
• Automatically Unpack Incoming Packages
• BI Dashboard
• Backup Server and Testing Instances
• Basic Quick Entry
• Basic Referral Details
• Basic Search
• Batch Update
• Batch Update Custom Field Settings
• Benefits Under Examination
• Benefits of a Shadow Application
• Billable Projects
• Binary File Handling
• Bolding Text and Changing Text Color on List View Columns
• Boolean Operators
• Branch
• Branding
• Browser
• Budget Task Level
• Budget Terminology
• Building Sub-Reports
• Built-in Code Sets
• Bypass validation
• Bypassing the Login Page
• CAPTCHA
• CRM
• Calculate Age from Date of Birth
• Calculate Difference Between Two Dates in Hours - Custom Fields
• Calculate GST Function
• Calculated Field
• Calculated Value - busdateadd Function
• Calendar Event Preview Default Template
• Calendar Fields
• Calendar Styles
• Calendar Task
• Calendar Types
• Caption
• Cascading Status Changes
• Categories
• Category Field Permissions
• Category Formula
• Category Type - Field Availability
• Categorylist
• Census Integration
• Challenge Question
• Change owner script
• Changing Text to Uppercase or Lowercase
• Changing Your Password in Referral Tracking
• Changing the Assignment Status
• Changing the Column Display Order in a Report
• Changing the Default End Date
• Changing the Status from a Web Page View
• Classic Options
• Client Categories
• Collaborative Case Management
• Colours & Fonts
• Common Workflow Tasks for Awarded / Approved Status
• Community Portal - Video
• Company & Account Settings
• Company Parent
• Company Relationship
• Company Role
• Company Transactions
• Company and User Security Matrix
• Company and User Security Matrix - Why?
• Completing an Acknowledgment Workflow
• Completion Forecast
• Computed - Variable Date
• Computed - Variable Number
• Computed - Variable Value
• Conditional Lists of Values
• Configuration Error Log
• Configuration Menu
• Configuration mode
• Configure the OCF-21B Form Fields
• Configuring Ajax List Views
• Configuring Fields to Export
• Configuring Privacy, Confidentiality and Other Policies
• Configuring Settings for the SmartSimple Outlook Synchronization Add-In
• Configuring SmartDoc and Setting the User Options
• Configuring Templates and Statuses in a Shadow Application
• Configuring Time Tracking Settings
• Configuring UTA Provider/Receiver (Consumer) Relationships
• Configuring Your Personal Settings in Referral Tracking
• Configuring a Receiving Instance
• Configuring a SmartSimple Instance
• Configuring the Claimant Form
• Configuring the Excel Plug-In
• Configuring the Level 2 Entity
• Configuring the Practice Management Application - Overview
• Configuring the Time Tracking Manager Permission
• Constraining Image Size
• Contact Assignment Role Settings
• Contact Invitations
• Contact Invitations - Why?
• Contact List View
• Contact Management Features
• Contact Relationship Options
• Contact Sign-Up Page Settings
• Contact and Account Standard Fields
• Content management
• Control Page Breaks and Page Orientation With SmartField PDF Options
• Control Page Breaks and Page Orientation With SmartField PDF Options - Why?
• Controlling the Submit Button within a UTA Level 1 Template
• Convert Special Characters to PDF
• Converting Fields To Contacts
• Converting List Views from Historic Format
• Converting a Lead to an Account and a Contact
• Copy Option
• Copying UTA Records
• Copying an Estimate and Adding Billing Information - Overview
• Counting Business Days between Two Dates
• Country Codes
• Create Consumer Provider link using Workflow Task - Why?
• Create Consumer Records in Batch from Provider
• Create Level 1 Records in Batch from Provider - Why?
• Create PDF Document with JavaScript
• Create an Activity from the Change Status Screen
• Create and Direct Users to Language Specific Login Pages
• Creating Applicant Filters
• Creating Assignment Stages/Statuses
• Creating Associates/Associations
• Creating Campaigns for Incoming Leads
• Creating Charts and Dashboards - Overview
• Creating Custom Fields
• Creating Custom Static Pages
• Creating External Organisations and Contacts
• Creating Job Pages
• Creating Job Templates and Statuses
• Creating Message Templates
• Creating Opportunities
• Creating Opportunity Templates and Statuses
• Creating Organisation Charts
• Creating People Relationships
• Creating Provider / Consumer List View Search and Filter Functionality - Why?
• Creating Referrals
• Creating Roles in Applicant Tracking
• Creating Skill Measures in Applicant Tracking
• Creating SmartConnect Functions
• Creating Summary Reports
• Creating a Budget from an Estimate
• Creating a Company Filter
• Creating a Competency Model in Applicant Tracking
• Creating a Contact Filter
• Creating a Custom Opportunity View
• Creating a Dashboard to Display a Set of Charts
• Creating a Job Requisition
• Creating a Lead Sign Up Page for your Web Site
• Creating a Level One Workflow
• Creating a New Estimate
• Creating a New Lead Manually
• Creating a New SmartSimple Instance
• Creating a New Task
• Creating a Referral
• Creating a Referral Filter
• Creating a Request for Approval Workflow
• Creating a Role Based Interface
• Creating a Sample Job Page
• Creating a Single Step Workflow in Time Tracking
• Creating a System Generated Organization and Contact signup page
• Creating a Task List
• Creating a Universal Tracking Application
• Creating a User Centric Interface
• Creating a workflow with scheduled reminders
• Creating an Applicant Filter
• Creating an Applicant Signup Page
• Creating an Applicant through a Profile Page
• Creating an Organization Chart and Company Hierarchy
• Creating and Enabling a Shadow Application
• Creating and Saving a Contact Filter
• Criteria Template
• Currency Standard Field
• Current Billing Summary
• Current Upgrade: April 2016
• Current Upgrade: August 2017
• Current Upgrade: February 2017
• Current Upgrade: July 2016
• Current Upgrade: May 2017
• Current Upgrade: October 2016
• Custom Defined Holidays
• Custom Events
• Custom Field ID
• Custom Field IDs
• Custom Field Import Wizard
• Custom Field Language Settings
• Custom Field Page Layout - Why
• Custom Field Tabs
• Custom Field Type: Computed - Auto Number
• Custom Field Type: Computed - Calculated Date
• Custom Field Type: Computed - Calculated Number
• Custom Field Type: Computed - Calculated Value
• Custom Field Type: Computed - Hidden Value
• Custom Field Type: Display - Instructions
• Custom Field Type: Display - Text
• Custom Field Type: Display - Text and Variables
• Custom Field Type: Display Only – External Organization Details
• Custom Field Type: Layout - Tabbed Section
• Custom Field Type: Layout - Title Bar
• Custom Field Type: Lookup - Autocomplete Options
• Custom Field Type: Lookup - Organization and People
• Custom Field Type: Lookup – External Organization
• Custom Field Type: Lookup – External People
• Custom Field Type: Lookup – ICD Code
• Custom Field Type: Lookup – NAIC Codes
• Custom Field Type: Select Many – Check Boxes

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