XTRF Knowledge Base / XTRF

No similar topics found.

0 similar topics found. Vote for them.

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 costs of Vendor Portal?

Service, Process, Step & Job concepts

List of topics covered in XTRF Academy guides

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 Customizations

Dictionary of terms

What has changed in XTRF 7?

Notification Center

XTRF system compliance with GDPR

TLS 1.0 deprecation

Custom Field

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 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

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

Currency Rates Synchronization

Importing Data

How to add salutation to Email Template

1
2
3
4
»

Customer support service by UserEcho