Organization
Keep your account neat and streamlined for efficient reminders
Custom Fields
- Adding Custom Fields
- Custom Fields by Type or Document Type
- Sorting Custom Fields
- Organizing Custom Fields with Tabs
Organizational Features
- Navigating the Dashboard
- Searching in your Expiration Reminder Account
- Creating and Customizing List Views
- Conversations - Mailbox
- Conversations - Inserting Snippets, Templates & Media
- Tags
- SCIM
- Creating Document Retention
- Viewing Locations