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Company Administration
Set up general company information and set standards across your projects.
Technical Setup
Company Details
Users
Projects
Company Forms and Fields
- Customizing your "System" Company Form Types
- Create a custom Company Form Type
- Managing Company Form Types
- Add a custom Company Form Type to a Project
- Create a Company Field
- View Company Fields
- Edit a Company Field
- Custom Collection Field Overview
- Adding Links to Collections
- Custom Collection (Reference) field Overview
- Applying Form Variations to Projects
- Create Default Values and Rows for Company Collections
- Make a custom field "Required"
Merge Templates
- Pre-made Merge Templates
- Create a company Merge Template
- Create a Merge Template in Adobe PDF
- Add row numbers to a table in a Merge Template
- Add icons to a Merge Template (Webdings and Wingdings)
- Add an image to a Merge Template created in MS Excel
- Add sums to collections in Merge Templates
- Force formatting in Merge Templates
- Edit project eligibility of a company Merge Template
- Edit/Rename a company Merge Template
- Upload a new version of a company Merge Template
- Delete a company Merge Template
- Add a collection to a Merge Template
- Add a photo to your Merge Template
Merge Templates (Smarty Tags)
- Convert money to words in a Merge Template
- Truncate text in a Merge Template
- Round a number in a Merge Template
- Format currency in a Merge Template
- Perform math in a Merge Template
- Add an if statement to a Merge Template
- Format dates in a Merge Template
- Calculating the difference between dates with Smarty Tags
- Combine multiple formatters in a Merge Template
- Split a string into multiple parts in a Merge Template
- Formatting quotes in a Merge Template
- Inserting and resizing a logo on a Merge Template