Portal Admin Guide
Managing Your FotoNotes Portal
Managing Users
Managing Types
Admin Settings
Managing Templates
- Creating Templates
- Editing Templates
- Adding Sections to Templates
- Adding & Editing Fields
- Field Keys
- Field Types
Advanced Workflow
- Workflow Types
- Workflow states to filter projects on mobile
- Setting up Accept/Decline and Complete Workflow
- Email Notifications on Complete and/or Cancelled
- Read only before a certain date
- Allow Reports only on Complete
Advanced Search & Dashboard
Vendor Management
- Custom email text on vendor invitation
- Exporting Active Vendors
- Adding New Vendors
- Editing Vendors
- Editing Company Information
- Adding documents