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
All Features

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.
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.