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Joseph J
2019-06-25
So far so good. I am researching it for our small psychological services business. Right now parents have to fax or re-scan documents. We are really excited about the possibility of using fillable templates. Concerns: security, number of users, organzing workflow
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2020-04-02
Tree saver
My son has to do virtual school with everything going on at the moment. This is great for filling out worksheets instead of printing and killing trees
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do I remove default record type from chatter profile?
Head to any other profile where you can edit the default record type you're trying to update and click Edit next to it. This will bring up a screen that allows you to move Record Type values from the Available Record Types section to the Selected Record Types section in addition to setting the default Record Type.
How do I assign page layout to my profile?
Go to System Settings > Objects and Fields. Click on the object type that you want to assign a layout from. Click Layout Assignments > Edit Assignments. On the left is a list of each of your profiles. On the right are dropdown lists of your page layouts. Select a layout for each profile. Click Save Assignments.
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