How To's

How to Create PDF Template
Create a PDF template  -  Here's a video guide on how to do this: https://www.youtube.com/watch?v=dPgB4jUqZQQ  Instruction PDF template edito...
Tue, 7 Apr, 2026 at 11:29 AM
How to use Date/Time Filter Function
How-To Guides Video tutorial: https://youtu.be/OMZKVAGxEhI How to Use Timezone Adjustment Correctly Scenario: You need to view records in a different t...
Mon, 4 May, 2026 at 3:56 PM
How to Retract an Addendum
Overview The Addendum Retraction feature allows authorized users to: Retract an addendum so it is no longer included in reporting workflows. Hide/s...
Wed, 27 May, 2026 at 11:04 AM