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XTRF Knowledge Base

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      • Add a BIRT-4 document template
      • Add a Classic automatic action
      • Add a Client instructions custom field
      • Add a custom column
      • Add a custom field
      • Add a files directory on a local server
      • Add a new user account
      • Add a numbering scheme
      • Add a periodic job
      • Add a Smart vendor selection rule
      • Add an expression
      • Add an HTML document template
      • Add an opportunity
      • Add custom fields to client and vendor profiles
      • Add localized values
      • Add vendor selection rules for availability requests (Classic)
      • Add workflow resources selection rules (Classic)
      • Add your personal mailbox to the Home Portal account
      • Brand your e-mails
      • Change the base system calculation unit
      • Change the language of the XTRF interface
      • Configure e-mail settings
      • Configure Smart Connectors
      • Configure system key settings
      • Configure system values
      • Configure the Client (Customer) Portal
      • Configure the sign-in options and password requirements for XTRF Portals
      • Configure the Single sign-on (SSO)
      • Configure the Work Log feature for Home Portal users
      • Create a custom e-mail notification template
      • Customize a BIRT-4 document template
      • Customize branding in XTRF
      • Edit a user profile
      • Edit the client satisfaction survey
      • Generate an access token for the Home Portal API
      • How to switch from Apache Velocity macros to Groovy
      • Limit user access to client data
      • Manage branches
      • Manage the connection between your e-mail account and XTRF Email Assistant
      • OAuth 2.0 authorization for e-mails and Smart Connectors
      • Restore system values
      • Smart Connectors - Technical Guide
      • Use the single sign-on (SSO) authentication
      • Use the XTRF Self-Service Manager (SSM)
      • XTRF guide to macros
      • Update the email signature
      • Select Recipients of E-mail Notifications
    • Project and quote management guides
    • Client management guides
    • Vendor management guides
    • Finance management guides
    • Other Home Portal guides
    • Vendor guides
    • Client guides
    • XTRF Chat guides
    • Advanced Job Offers guides
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