Primary Identity
Secure access for authorized publishers only
Two-factor Authentication
Enhanced security with dual verification process
Password Protection
Secure access for authorized publishers only
Two-factor Authentication
Enhanced security with dual verification process
OTP Verification
Six-digit codes sent via email or mobile for authentication
Auto-logout
Automatic session termination for inactive users
Resend OTP Option
Easily request new authentication codes when needed
ReCAPTCHA Integration
Protection against automated login attempts
Device Recognition
Option to remember trusted devices for 30 days
Central Dashboard
Quick access to all key platform functions
Account Overview
Easy navigation to home screen and essential features
Profile Management
Access to company details and user information
Quick Access Links
Direct paths to forms, submissions, chats, and contracts
Notification Center
Consolidated view of all system alerts and messages
Team Member Management
Add, edit, and manage user accounts with detailed profiles
Mobile Access Control
Link publisher accounts to the mobile app for field operations
Custom Column Views
Configure employee list displays with drag-and-drop column editing
Advanced Search
Find team members by name, role, location, or status
Role-based Sorting
Organize employees by their assigned roles and responsibilities
Status Filtering
View active and inactive employees separately
Custom Role Creation
Define specialized roles with tailored permission sets
Permission Assignment
Granular control over feature access for each role
Role Status Management
Activate or deactivate roles as needed
Role Details View
Comprehensive overview of permissions and assignees
Search Functionality
Quickly locate roles and associated permissions
Multi-role Support
Assign multiple roles to individual employees
Contact Creation
Add detailed contact profiles with custom fields
Bulk Import
Add multiple contacts via CSV or Excel file upload
Custom View Configuration
Personalize contact list displays with flexible columns
Quick Search
Find contacts instantly with minimal input
Status Sorting
Filter contacts by active or inactive status
Contact Deactivation
Temporarily restrict access while preserving records
Custom Grouping
Create and organize contacts into functional groups
Leadership Assignment
Designate group leaders and assistants
Group Details View
Comprehensive management of group membership
Flexible Column Configuration
Customize group list views
Status Management
Control group availability and visibility
Search Functionality
Quickly locate groups and members
Contact Role Definition
Create and manage specialized contact roles
Role Assignment
Associate contacts with appropriate roles
Status Control
Activate or deactivate roles as needed
Custom Views
Create and manage specialized contact roles
Quick Search
Associate contacts with appropriate roles
Drag-and-Drop Interface
Activate or deactivate roles as needed
QR Code Generation
Create scannable codes for mobile form access
Template Import/Export
Share forms via JSON file transfer
Versioning History
Track all form modifications with complete history
Field Library
Standard and custom field options for versatile form design
Form Sectioning
Create multi-page forms with logical divisions
Element Grouping
Organize form elements into coherent sections
Office-Use Sections
Create publisher-only areas hidden from users
Preview Options
View forms in PDF or mobile format before publishing
Print Capability
Generate physical copies of forms as needed
Visual Customization
Configure applicant profile display and submission limits
User Properties
View forms in PDF or mobile format before publishing
Notification Management
Set up email alerts for form submissions
Availability Control
Schedule form access with specific start/end dates
Suspension Options
Temporarily halt submissions or set submission limits
Feedback Collection
Enable user feedback mechanisms
Access Restrictions
Control form availability by location and user
Geo-fencing
Limit form access to specific physical locations
Internal Access Control
Restrict forms to internal staff only
Recipient Management
Limit form access to designated users
Workflow Integration
Configure approval processes for submissions
Chat Configuration
Enable one-way or two-way communication
Export Settings
Configure data extraction options for submissions
Embedding Options
Integrate forms into websites or create pop-up forms
Customer Search
Quickly locate specific customers in chat history
Chat History Search
Find specific messages across conversation history
Identity Information
View detailed customer profile during conversations
Form Integration
Direct access to related forms from chat interface
Message Composition
Create and format messages with rich text
File Attachments
Share documents directly in conversations
Submission View
Access form data in convenient popup windows
Communication Modes
Configure one-way, two-way, or customer-initiated chats
Advanced Search
Filter submissions by ID, name, category, or status
Custom Column Configuration
Personalize submission list displays
View Options
Toggle between list and boxed display formats
Archive Access
View and manage archived submissions
Form Type Filtering
Sort submissions by form category
Date Filtering
Find submissions within specific time periods
Progress Tracking
Filter by completion status
Workflow-Specific Views
Dedicated interfaces for check-ins, queues, admissions, jobs
Disclosure Management
Search and manage disclosure submissions
Contract Handling
Track and process contract submissions
Custom Views
Configure display options for each submission type
Archive Management
Access historical submissions across all categories
Organization Profile
Manage company information and registration details
Location Management
Configure and track organizational locations
Data Management
Download and export platform data
Financial Information
Manage bank account details for the organization
Visual Identity
Upload and manage company images and branding assets
Billing History
Track past transactions and payment records
Payment Methods
Configure multiple payment options
Subscription Management
View and modify subscription plans
Form Grouping
Connect with third-party tools and services
Contract Classification
Organize contracts by type and purpose
Certificate Management
Configure certificate types and templates
Permit Administration
Manage permit categories and formats
Prescription Handling
Create and organize prescription formats
Receipt Configuration
Set up receipt types and templates
Referral Management
Manage permit categories and formats
Ticket Organization
Create and organize prescription formats
Transcript Handling
Set up receipt types and templates
Category Creation
Add new categories across document types
Column Customization
Configure list views with flexible columns
Version Control
Configure list views with flexible columns
Search Functionality
Find document types by category
Machine Learning is a subset of AI that focuses on developing algorithms and models that allow computers to learn from data and improve their performance over time. It plays a crucial role in enabling AI systems to recognize patterns, make predictions, and adapt to new information.
Machine Learning is a subset of AI that focuses on developing algorithms and models that allow computers to learn from data and improve their performance over time. It plays a crucial role in enabling AI systems to recognize patterns, make predictions, and adapt to new information.
Machine Learning is a subset of AI that focuses on developing algorithms and models that allow computers to learn from data and improve their performance over time. It plays a crucial role in enabling AI systems to recognize patterns, make predictions, and adapt to new information.
Machine Learning is a subset of AI that focuses on developing algorithms and models that allow computers to learn from data and improve their performance over time. It plays a crucial role in enabling AI systems to recognize patterns, make predictions, and adapt to new information.
