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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
Add a CAT tool system value
Add a country or territory
Add a department
Add a discount or surcharge
Add a field of study
Add hardware
Add an industry
Add a payment method
Add a payment plan
Add a position
Add a rejection reason
Add a service
Add software
Add a state or province
Add a tax rate
Add a calculation unit
Add a category
Add a currency
Add a job type
Add a language
Add a lead or recruitment source
Add an opportunity status
Add a payment type
Add a reason for correction
Add a social medium
Add a specialization
Add a tax office
Add a work log activity
Edit a rating
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