XTRF Knowledge Base / XTRF

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How to insert an image into an e-mail notification template?

How to change my password?

How to set up my agency's email?

What browsers do you recommend?

What is the additional cost of Vendor Portal?

Service, Process, Step & Job concepts

Dictionary of terms

What is XTRF Academy

What are Smart Projects?

How do I change the login page logo to my company's?

How can I reduce the number of XTRF logos on emails?

How can customer be involved in the proofreading process?

APIs and Customization

What has changed in XTRF 7?

Notification Center

XTRF system compliance with GDPR

TLS 1.0 deprecation

Custom Fields

How to add and use a Custom Field

Consent Management – collecting and tracking consents from Clients and Vendors

What has changed in XTRF 8?

What has changed in XTRF 8.1

What has changed in XTRF 8.2

XTRF localization - in what languages is XTRF Platform available?

How do I monitor the file volume on my cloud instance?

How to change registered vendor's e-mail address?

How to invite vendor to Vendor Portal?

Vendor Portal: Creating an invoice upon specification

Vendor Portal overview

Sharing vendor notes with the following vendors

Vendor Portal: Job Offers module

Vendor Portal: Jobs module

Vendor Portal: Holidays module

Vendor Portal: Profile module

Showing project and client names to vendors

Vendor Work Log

Process Designer

How can I control Job auto-starting?

Process Templates

How to create credit notes?

Working with Gantt chart

Copying Smart Projects and Quotes

Managing Smart Views

Smart Project display

File sharing between Jobs

Setting up dates

How can a quote be accepted/rejected?

How to edit properties of uploaded files?

How to define payables or receivables for my project?

Configuration menu

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