Sync

Sync makes it easy to bulk upload data using import templates in CSV or Excel format. This feature is available across a wide range of modules, making large...

This article outlines the steps for setting the Default Application used to Email files. FOLLOW STEPS BELOW:   Click the Windows button on the bott...

The article outlines the steps to Reset Grid to revert to the standard Tab/Window layout. This function is particularly useful when wanting to remove filter...

Error: Once a user switches to the New Outlook, emailing documents from within Sync will result in the below error: Solution: 1. In the new O...