New users can follow step-by-step installation, configuration, and usage instructions delivered via written content and video demonstrations. Experienced users can review this guide for any applicable new feature information, or use it as an ongoing reference tool:

  • Pull targeted results using the Search functionality in the top menu bar.
  • Use the expandable menu on the left sidebar to discover topics of interest.
  • Bookmark pages or share links with colleagues, as each page in the guide has its own unique URL.
  • Print individual pages by clicking on the printer icon at the top right corner of any page.
  • Download/Print the entire user guide by clicking on the Download as PDF button at the very bottom of the left-hand menu.
  • Contact us with your ideas if there are any new features or enhancements you would like to see in a product, by using the link at the bottom of each page.

If you are looking for a more tailored experience, our dedicated Customer Success team is ready to support you, guide you through product implementations, and assist you with any customized build requests. For more information, see Requesting Support, Implementation, or Customization, or visit us at our website.

Last modified: November 2, 2023

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