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Paxform Publisher Portal Features Guide

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Primary Identity

Secure access for authorized publishers only

Two-factor Authentication

Enhanced security with dual verification process

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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

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

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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.