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Upgrades

Review patch notes for upcoming enhancements and changes, as well as from past releases.

AI

Discover and setup AI features to improve productivity, processes, and outcomes.

Communication

Connecting with, and sharing and sending information to people.

Custom Fields

Define what information you want to capture, and how.

Process Drivers

Behind the scenes modules that drive your process. E.g. workflows, formulas.

Security

Platform and application security.

Tools/Features

Built-in features and applications. E.g. reports, calendars, SmartFolders.

User Interface

User portals and other interface related areas.

UTA

The Universal Tracking Application is used to create unique applications.

Technical Resources

Architecture

System and platform architecture.

Data Import/Export

How to get your information into and out of your system.

Integration

Connecting with and using third party systems and tools with your system.

Additional Resources

FAQ

Frequently Asked Questions.

Glossary

Acronyms, abbreviations and terminology related to the platform as well as our vertical markets.

Training Videos

Watch and learn about the features in your system.