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Knowledge base
i-DOCS User Knowledge-base
Credit Boost
0
i-DOCS Consumer Knowledge-base
Information
6
How to sign a Document on your Mobile Device.
Errors When Signing A Form-16 Digitally
Upload Supporting Documents From Mobile Device
How to change your browser to Chrome
Terms & Conditions
View all 6
General How-To's
Forms
2
How to find a record that is not in a dropdown list
System status / downtime page
Lists
3
How to open records in a new tab.
Added a filter on sub-tabs with many records
Bulk Search Functionality
View
1
View the history of altered fields in a record
Password Reset
1
How to reset your password
Reporting Module
5
Dashboard Pages
My Exports
Report Definitions
Scheduled Reports
Report Templates
Privacy and client feedback
2
Picksmart Privacy Policy
Unsolicited Submissions Policy
CRM Module (Ticketing)
7
How to create Ticket Groups
How to create Ticket Agents
How to setup Ticket Preferences
How to setup Ticket SLAs
How to create a Contact
View all 7
Leads Module
9
How to create a Campaign Product
How to create a Campaign
How to create a Campaign Email Template
How to create a Campaign SMS Template
How to create a Lead Agent
View all 9
API and Webhooks
1
Setting up a webhook listener