From this screen you can do the following: • Specify an email server which emails from the system must pass through. • Re-route all system emails to a specific email addre...

Creating New TemplatesUser can add a new email template by clicking Add New Record. Editing Templates To modify existing templates, the user needs to select an email templa...

The Scheduler is for setting up and triggering time-based events to run in the system. Common uses for this include the following: • Generating reminder emails • Automatic...

The backup area is for exporting and importing wedge files. Wedge files contain information about forms in the system, and by exporting and importing these files, it is po...

    Creating Substitutions (Previously known as Temporary Replacements) Any user may be given the ability to operate ‘on behalf of’ another user in the system. This allow...

  Mail Merge Templates can be managed on Managed EForm or on a Mail Merge Template Managed List. Note that Mail Merge templates must be saved in .docx format for it to wor...

  Creating/Adding a User On the Users and Groups page, you will see the buttons Add User and Add Group on the top and a list of users that currently exist in the system. ...