Approval
Approval: who must approve documents of a screen, in which order and with what weight, and under which conditions.
Notification Template
Notification Template: the subject and message of a notification, per language, with the screen’s fields as tags.
Notification Rule
Notification Rule: sends a template to users when something happens on a screen, or on a schedule ahead of or after a date.
Scheduler
Scheduler: a list or report emailed on its own, hourly, daily, weekly or monthly, with its last and next run.
Announcement
Announcement: company news shown on Home.
Events
Events: a calendar of events: select a date range to add one.
Dashboard Boards
Dashboard Boards: boards of standard tiles: the company’s, made by a consultant, and users’ own.
Stored Views and Layouts
Stored Views and Layouts: every saved view of a list, help list or board: its columns, criteria, pivot and tiles, and who it belongs to.
Client Report Design
Client Report Design: the company’s own designs and views of a report, its criteria, query wrapper and parameters.
Document Configuration
Document Configuration: switches digitally signed documents on for a screen, with the template to use.
Document Template
Document Template: what a signed document asks for (inputs) and who signs it (signer roles), with its letter text.
Folder
Folder: a folder of the Files workspace: its place, owner, access list and number range.
File
File: one stored file of the Files workspace: its folder, version, access and approval state.
Create Activity
Create Activity: an activity (call, meeting, task) for a person, linked to the document it came from.
Task
Task: a task raised by one user for another, with due date, priority, status and sub tasks.
Client Customization
Client Customization: a handful of company switches that change how particular screens behave.