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API
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Accessing Field or Status History in a Web Form
Accessing Job Costing and Setting the Defaults
Accessing Level 1 from Other Screens
Accessing Reports in Microsoft Excel
Accessing Reports in SmartSimple
Accessing SmartSimple Applicant Tracking
Accessing the Current Date in a Report
Accessing the HCAI Settings Page
Account Assignment Role Settings
Activating Level 3
Activating Resume Searching in Applicant Tracking
Activating Transactions within the UCI
Activating a Contact's Calendar
Activating an Instance
Activating the Object Sync Feature
Activity, User, Company Deletion Restrictions
Add/Remove Users from a Role in Batch
Adding Applicant Notes
Adding Applicant Profile Details and Skills
Adding Assessments to Referrals
Adding Calendar Links to an Email Broadcast Message
Adding Company and Contact Specific Pin Boards to a Portal Interface
Adding Contacts to SmartSimple
Adding Custom Fields to Company and Contact Information
Adding Custom Fields to an Applicant Profile
Adding Custom Fields to the Level 2 Entity
Adding Evaluators to the System
Adding Fields to a Report
Adding Job Links to an Email Broadcast Message
Adding Job Skills
Adding Level 2 Items
Adding Medical Documentation to the Referral
Adding Multiple Questions to a Web Form
Adding Non-People Resources
Adding Notes and Activities to Leads
Adding Notes in Referral Tracking
Adding Notes to Calendar Events
Adding Personal Transactions
Adding Questions to the Job
Adding Registration Questions
Adding Scored Questions to a Web Form
Adding Sign Up Links to an Email Broadcast Message
Adding Standard and Custom Fields to Level 1
Adding Text Area Questions to a Web Form
Adding Text Questions to a Web Form
Adding Web Form Links to an Email Broadcast Message
Adding Web Form Results Tab to the Result Template
Adding a Chart to the Pin Board
Adding a Global Dimension to a Form
Adding a Purchase Order and an Invoice
Adding a Step to a Request for Comment Workflow
Adding a Table to a Report
Adding a Task Billing Rate
Adding a Tracked Link to an Email Broadcast Message
Adding a Workflow Task in an Acknowledgment Workflow
Adding an Applicant Resume
Adding an Applicant to a Folder
Adding an Image to an Email Broadcast
Adding an Open Email Link
Adding the Plug-In to Excel
Adding the SmartSimple Login to your Website
Additional Referral Information
Address Bar
Administration Interface
Administrator
Advance Logic
Advanced Custom Fields
Advanced Logic
Alias
Anonymous
Applicant Folders and Signup pages
Applicant Interface
Applicant Tracking
Applicant Tracking Email Template Variables
Application
Application Scope Permissions
Application Subscription Scope - SmartFolders
Application Template Page
Applications
Aquamarine
Assessment Actions/Activities
Assessment Basic Information
Assessment Concepts
Assessment Details
Assessment Filtering
Assessment Statuses
Assessment Types
Assigned Resource Terminology
Assigning Indirect Company Costs
Assigning Indirect Resource Costs
Assigning Indirect Role Costs
Assigning Materials or Equipment to a Task
Assigning Multiple Reports to a Role
Assigning Resources to the Estimate
Assigning a Report to Multiple Roles
Assigning a Resource Billing Rate to the Assignment
Assigning a Team to a Project
Associates
Associating a Calendar Activity with a Contact
Associating an Activity with another Contact
Association Settings
Associations
Attaching a Request for Comment Workflow to an Object
Attaching a Web Form to an Event
Attaching an Acknowledgment Workflow to an Object
Autoloader
Backup Settings
Basic Referral Details
Benefits Under Examination
Benefits of a Shadow Application
Billable Projects
Blues
Branch & Account Settings
Branding & Visual Settings
Broadcasting using a Filter
Browser
Budget Task Level
Budget Terminology
Building Sub-Reports
Built-in Field
Bumble Bee
Bypassing the Login Page
CRM
Calculate GST Function
Calculated Value
Calculated Value - busdateadd Function
Calculating Information between Levels
Calendar Types
Canadian Provinces List - Field Values
Caption
Career Site
Cascading Status Changes
Change owner script
Changing Your Password in Referral Tracking
Changing the Assignment Status
Changing the Column Display Order in a Report
Changing the Default End Date
Changing the Sorting Order in a Report
Check Out File Icon
Combining Organisation and Role Based Security
Common reasons your workflow messages aren't arriving
Communications
Company Sign-Up Page Settings
Completing a Request for Comment Workflow
Completing a Scored Form
Completing a Web Form Internally and Viewing the Results
Completing a Web Form on behalf of a Contact
Completing an Acknowledgment Workflow
Completing an Anonymous Web Form
Completion Forecast
Conditional Portal Shortcut
Conditional statement
Configuration Checklist
Configuration Menu
Configure the OCF-21B Form Fields
Configuring Fields to Export
Configuring SmartDoc and Setting the User Options
Configuring SmartDoc and setting the User Options
Configuring Templates and Statuses in a Shadow Application
Configuring Time Tracking Settings
Configuring Your Personal Settings in Referral Tracking
Configuring a Receiving Instance
Configuring a SmartSimple Instance
Configuring the Claimant Form
Configuring the Excel Plug-In
Configuring the Level 2 Entity
Configuring the Practice Management Application - Overview
Configuring the Time Tracking Manager Permission
Constraining Image Size
Contact Management Features
Contact Relationship Options
Contact Sign Up Page Settings
Converting a Lead to an Account and a Contact
Copy Level One Item
Copying Questions in a Web Form
Copying a Report
Copying an Estimate and Adding Billing Information - Overview
Country List - Field Values
Create an Activity from the Change Status Screen
Creating Applicant Filters
Creating Assignment Stages/Statuses
Creating Associates/Associations
Creating Campaigns for Incoming Leads
Creating Charts and Dashboards - Overview
Creating Custom Activity Types
Creating Custom Fields
Creating External Organisations and Contacts
Creating Global Measures
Creating Job Pages
Creating Job Templates and Statuses
Creating Level 1 Statuses
Creating Message Templates
Creating Opportunities
Creating Opportunity Templates and Statuses
Creating Organisation Charts
Creating People Relationships
Creating Referrals
Creating Roles
Creating Roles in Applicant Tracking
Creating Skill Measures in Applicant Tracking
Creating Summary Reports
Creating a Basic Report
Creating a Budget from an Estimate
Creating a Company Filter
Creating a Company Sign Up Page
Creating a Competency Model in Applicant Tracking
Creating a Contact Filter
Creating a Contact Sign Up Page
Creating a Custom Opportunity View
Creating a Dashboard to Display a Set of Charts
Creating a Date Type Question in a Web Form
Creating a Description in a Job
Creating a Form for Event Registration
Creating a Job Requisition
Creating a Lead Sign Up Page for your Web Site
Creating a Level One Workflow
Creating a Level Two Workflow
Creating a New Estimate
Creating a New Lead Manually
Creating a New SmartSimple Instance
Creating a New Task
Creating a Portal Interface
Creating a Public Calendar and Adding an Event
Creating a Public – Internet Enabled Report
Creating a Referral
Creating a Referral Filter
Creating a Report that is Branch, User or Branch Hierarchy Specific
Creating a Request for Comment Workflow
Creating a Role Based Interface
Creating a Role Based Portal
Creating a Sample Job Page
Creating a Select One Type Question in a Web Form
Creating a Sign-Up Organisation
Creating a Single Step Workflow
Creating a Single Step Workflow in Time Tracking
Creating a Sub-Folder
Creating a Task List
Creating a Universal Tracking Application
Creating a User
Creating a User Centric Interface
Creating a Web Form
Creating a Web Form Page
Creating a Web Form as an Assessment
Creating an Applicant Filter
Creating an Applicant Signup Page
Creating an Applicant through a Profile Page
Creating an Email Broadcast Message
Creating an Export Specification
Creating an Organisation Hierarchy
Creating an Organization Chart and Company Hierarchy
Creating and Enabling a Shadow Application
Creating and Saving a Contact Filter
Creating the Level 2 Types
Current Billing Summary
Custom Combined Sign-Up Page
Custom Field
Custom Field JavaScript Validation
Custom Field Type (10): Select One – Combo Box
Custom Field Type (100): Special – ePad Signature
Custom Field Type (103): Special – Browser Script
Custom Field Type (109): Read Only – System Variables
Custom Field Type (110): Display Only – Web Page View
Custom Field Type (111): Store Values – System Variables
Custom Field Type (126): Special – Color Code
Custom Field Type (127): Select One – Multi-Level Combo
Custom Field Type (20): Select Many – Check Boxes
Custom Field Type (21): Select Many – Scrolling Check Box
Custom Field Type (22): Select Many – List Box
Custom Field Type (30): Text – Single Line
Custom Field Type (31): Special – Timer
Custom Field Type (32): Link – SmartFolder
Custom Field Type (33): Link – Single File
Custom Field Type (34): Display Only – Image
Custom Field Type (35): Link – Website
Custom Field Type (36): Display Only – Text or System Variable
Custom Field Type (37): Link – Email
Custom Field Type (38): Special – Hidden Value
Custom Field Type (39): Read Only – Text
Custom Field Type (40): Text – Multiple Lines
Custom Field Type (42): Text – Rich Text
Custom Field Type (44): Text – Password Protected
Custom Field Type (5): Text – Multiple Columns
Custom Field Type (50): Special – Auto Number
Custom Field Type (55): Creation – Creation Date
Custom Field Type (56): Creation – Created By
Custom Field Type (60): Special – Calculated Value
Custom Field Type (61): Special – Drawing Pad
Custom Field Type (70): Select One – Internal People
Custom Field Type (72): Select One – Ledger Code
Custom Field Type (75): Lookup – External People
Custom Field Type (76): Lookup – Entity and People
Custom Field Type (77):Lookup - NAIC Codes
Custom Field Type (80): Link – Multiple Files
Custom Field Type (87): Dynamic Data – Dynamic Control Field
Custom Field Type (88): Dynamic Data – Data Grid
Custom Field Type (90): Select One – Internal Entity
Custom Field Type (95): Lookup – External Entity
Custom Field Type (96): Display Only – External Entity Details
Custom Fields
Custom Fields Overview
Custom Fields UTA Status Permissions
Custom Fields Using Variables
Custom Fields – Detailed Descriptions
Customizable Event Type
Data Exchange - Sync People and Companies
Data Loading & Backup Settings
Data Model
Database and File Storage Status
Default User Settings
Define the Level 2 list view
Define the Specialties of the Evaluator
Defineable Default New User settings
Defining Lead Statuses
Defining Level 2 Status
Defining the Hiring Process
Defining the Job/Project Estimate
Deleting Files from SmartFolders
Determining the Application Tabs Displayed to the User
Determining the Correct Folder for SmartDoc
Determining the Level 1 Tabs Displayed to the User
Document Fields
Documents Produced by the Practice Management System
Does the Import Wizard do duplicate checking while importing?
Downloading Files from SmartFolders
Duplicate Checking
Dynamic Control
Editable Note Terminology
Editing Files in SmartFolders
Email Broadcast
Email Designated as SPAM
Email Domain
Emailing Restrictions (via Roles, Email Broadcast, UTA)
Enable HCAI Integration
Enable SSL (Secure Socket Layer)
Enabling External Contact Access to SmartSimple
Enabling Internet Search Services
Enabling Manager Permissions for Web Forms
Enabling User Access
Enabling Viewer Logs
Enabling Workflows in the UTA
Enabling a User as a Resource
Enabling the ObjectSync Log Viewing Feature
Enabling the People Search Features in the UCI
Enabling the Security Matrix
Enter the HCAI Integration Account Information
Entering a New Calendar Event
Entity
Entity and Instance
Estimate Terminology
Everyone
Excel Add-In
Exporting Companies and Contacts
Exporting Reports - Overview
Exporting a Report to Excel
External
External Concurrent User License
External User
Field Searching
Finding and Filtering Applicants
Firewall
Folder Content and Setting Views
Folder Security
Formatting Links in an Email Broadcast Message
From Email Address for Level 2 Reminders and Follow-Ups
General Tips when Creating Custom Fields
Generating a Report in Excel
Getting Started with Applicant Tracking
Getting Started with Reports and Dashboards
Getting Started with Sales Tracking
Getting Started with the Universal Tracking Application
Global Administrator
Global Settings
Global Settings - Defined
Government Forms and Reports
HCAI Application Settings
HCAI Overview
HCAI Process Overview
HTML Editor
HTML Templates for Applicant Sign-Up Pages
Health Professional Conducting the Examination
Hide Assignment Search Tab
Hierarchy
How Calculated Custom Fields Work
How Job Assignments Work
How Leads Work
How SmartSimple Email Access Works
How can I control the size of the image when using a Display Only - Image Field?
How do I change the styles on a custom field?
How do I create informational tooltips on the page?
How do I display the field beneath the field's label/caption?
How do I do a count using a sum?
How do I reset someone's password?
How do I undelete companies or contacts?
How do we handle a company with multiple addresses?
How do we track an individual associated with more than one organization: For example, is the CEO for one company and a board member at an alternate organization?
How the SmartSimple Help Desk Works
How to Add Users and Contacts
How to create contacts with roles in portals?
How to reference a column that is hidden
Import Skills Process Overview
Importing External Contacts
Importing Leads
Importing Organisation and Account Information
Importing Organisation records
Importing Users
Increasing SmartFolder Storage Limits
Inherit Status Locking
Installing SmartDoc
Installing SmartSimple on Window's Server
Installing and Using the Outlook Plug-In
Installing the Excel Add-In
Installing the SmartDoc Template and Determining the Correct Folder
Instance
Instance Branding
Integrating Email with the UTA
Inter-organisation Collaboration
Interfaces
Internal
Internal User
Internal User License
Internet Enabled Reports
Intruder Detection
Intruder Log
Invoice Terminology
Invoice UTA
JavaScript Example - One
Language List - Field Values
Lavender
Letters Produced at the Referral Level
Level 1 Entity
Level 1 List View
Level 1 Standard Field Features
Level 1 Templates
Level 1 and Level 2 Entity Settings
Level 2 Assignment / Update of Fields
Level 2 Entity
Level 3 Entity
License Definition
Linking a Company and Contact Sign Up Page
Links used within the Jobs and Sign-Up Pages
List View - Editable Template
Local Administrator
Locating the Insurance Company in Referral Tracking
Logging Into SmartSimple
Login & Security Settings
Login Page
Login Screen Content
Main Page
Making a Contact Visible as an Applicant
Making an Applicant Visible as a Contact
Manager Permission – Reports and Dashboards
Manager Permissions - Disable Company and User Activities Tab
Managing Applicant Activities
Managing Incoming Emails
Managing Sales Activities
Mapping the Level 1, 2, and 3 Fields
Medical Case Management - Field Values
Menu
Menus and Roles
Meta Data
Methods for Showing Web Form Results
Methods of Adding an Applicant to a Folder
Methods of Exchanging Information between Instances
Methods that People can use to Complete a Web Form
Modify the OCF-21B Web Page Field for HCAI Transmission
Modifying the Project List View and Searching Data
Modifying your Personal Settings in Referral Tracking
Moving Applicants between Folders
NAIC Codes
Navigation
New Option on Display Only - Image
New Web Form Result Columns for Internet Secure
Newsletter April 2004 Issue 4
Newsletter April 2006 Issue 17
Newsletter April 2007 Issue 23
Newsletter August 2004 Issue 7
Newsletter August 2007 Issue 25
Newsletter December 2005 Issue 15
Newsletter December 2006 Issue 20
Newsletter February 2004 Issue 2
Newsletter February 2005 Issue 11
Newsletter February 2006 Issue 16
Newsletter January 2004 Issue 1
Newsletter January 2007 Issue 21
Newsletter July 2004 Issue 6
Newsletter June 2004 Issue 5
Newsletter June 2005 Issue 13
Newsletter June 2006 Issue 18
Newsletter June 2007 Issue 24
Newsletter March 2004 Issue 3
Newsletter March 2005 Issue 12
Newsletter March 2007 Issue 22
Newsletter November 2004 Issue 10
Newsletter November 2007 Issue 26
Newsletter October 2004 Issue 9
Newsletter October 2006 Issue 19
Newsletter September 2004 Issue 8
Newsletter September 2005 Issue 14
No Update - Notes
Notes - Pre-Populated Based on Template
Notes Options
Notes on Different Interfaces
Notes on HCAI Security
Notes on Lead Ownership
Notes on Unpacking
ObjectSync
On-Demand
On-Line Editing
Online Collaboration with Adjustors and Evaluators
Online File Editing
Open Level 2 Activity in New Window
Opportunity Activities
Opportunity Contacts
Opportunity Filtering
Opportunity Folders
Orangelicious
Organisation Based Security
Organisation Hierarchy
Organisation Terminology
Organisational Hierarchy Defined
Organisational Terminology
Organisations and People
Other Assessment Information
Outlook Plugin - Limit Date Range to Synchronize
Outlook Synchronization
Overview of the Email Broadcast Application
Overview of the Security Models
Overview of the Sign Up Features
Overview of the User Centric Interface
Overview of the Web Forms Application
Owner
Parameter
Parse
Passing Parameters to Links
Password
Password Policy
People Associated with Assessments
People Online Settings
Performing Referral Filtering
Personal Settings
Personal Settings - Defined
Personal Transaction
Personalizing Email Broadcast Messages
Phone Number Field Validation
Pick Next Tasks Action User - Workflows
Plug-In
Portal
Previewing a Web Form
Prior Assessment
Profile Field Searching in Applicant Tracking
Project Management Concepts
Prompting for Criteria in Reports
Prompting for a Criteria using a Wildcard
Providing Access to an Adjustor
Purchase Order Terminology
Raised Tab Colour Settings
Read Only - Standard Fields
Receiving from Settings
Referral Concepts
Referral Fields
Referral Templates
Referral and Assessment Creation Process
Referral and Assessment Filtering Overview
Referral and Claimant Information
Registration Pages
Registration with HCAI
Relating Contacts to the Universal Tracking Application
Removing a Contact from an Applicant Folder
Reorder Custom Fields
Report Builder Column Settings
Report Column Limitations Workaround
Reports Based on Multiple Tables - Overview
Reports Produced by the Practice Management System
Reset Custom Field Display Order
Resetting a User's Password
Resource Terminology
Restrict Level One Lookup Using Scope Access Settings
Restricting Level 2 Types to Specific Level 1 Templates
Resume - Select which resume to send in bulk email
Reviewing Anonymous Web Form Results
Reviewing Workflow Requests
Reviewing the Applicant Tracking Home Page
Reviewing the Updated Project
Reviewing the User Centric Interface
Role
Role Based Security
Root Company
SFA
SSL
Sales Tracking
Save as Draft, Submit Button
Saving a Contact Filter
Saving a Referral Filter
Scheduling Recurring Activities
Scheduling and Deleting Recurring Activities in Calendars
Search Features in the UCI
Search Panel
Search Panel Options
Search People
Searching All Selected Fields in UCI
Searching Documents
Searching by distance in the ATS
Searching by distance in the Applicant Tracking System
Searching for Applicants Using SmartSearch
Searching the Resume in Applicant Tracking
Security Matrix and the Shadow Applications
Select Default Field to Store Multiple Files
Select Level 2 for Export
Selecting Recipients for an Email Broadcast Message
Selecting Recipients in an Acknowledgment Workflow
Selecting the Connector Trigger Types in a Request for Comment Workflow
Sending Auto Email to Applicants
Sending Claimant Information to HCAI
Sending Email from other Applications in SmartSimple
Sending Files in Custom fields
Sending a Contact Record
Sending an Email
Sending an OCF-21B to HCAI - Overview
Sending and Receiving a Package
Service Levels
Session
Session Timeout
Sessions Merging Bug
Set Up an Evaluator’s Calendar
Setting Applicant Tracking Manager Permission
Setting Manager Permission to the Shadow Application
Setting Manager Permissions
Setting New Adjustor's Password
Setting Resource Costs
Setting Sending to Settings
Setting Sign-Up Page Messages
Setting Standard Fields for Level 3
Setting Text Criteria – Logical Operators in a Report
Setting Your Home Page
Setting a Billable Estimate without Assigning a Resource
Setting a Chart as a Custom Field
Setting a New User's Passowrd
Setting an E-mail Domain
Setting the Applicant Role
Setting the Colour Scheme in the UCI
Setting the Field Order and Searching Job Information
Setting the File Extension
Setting the Goods & Services and Item Type Settings
Setting the Level 1 Field Order
Setting the Level 2 List Field Order
Setting the Level 3 List View
Setting the Message Type in a Request for Comment Workflow
Setting the Message Type in an Acknowledgment Workflow
Setting the Number of Licenses Required
Setting the Personal Transaction List View
Setting the Process Options in a Request for Comment Workflow
Setting the Receiving Instance Settings
Setting the Registered User Roles and Generating an Encryption Key
Setting the Sort Order in a Personal Transaction
Setting the Step Role in a Request for Comment Workflow
Setting the Step Role in an Acknowledgment Workflow
Setting the Web Alias
Setting up Common Calendars
Setting up SmartFolders
Setting up an Email Account
Setting your Home Page in Referral Tracking
Shadow Application and Application Scope Access, Security Matrix
Sharing Encryption Keys
Sharing Reports with People - Overview
Sharing Your Calendar
Sharing Your Calendar with Other Contacts
Side Scroll through Custom Fields
Sign-Up Page
Sign-Up Pages
Sign Up Page - Creating a Custom Page
Signup Page - Creating a Custom Page
Skill Searching in Applicant Tracking
SmartDoc - Overview
SmartDoc Overview
SmartDoc for Microsoft Word Integration
SmartFolder Settings
SmartFolders Overview
SmartSimple
SmartSimple Administration Screen Layout
SmartSimple Autoloader Feature
SmartSimple Email Broadcast Guide
SmartSimple Excel Add-in
SmartSimple File Options
SmartSimple HCAI Integration Guide
SmartSimple Microsoft Access Plug-In
SmartSimple Microsoft Access Plug-in
SmartSimple Microsoft Outlook Synchronization
SmartSimple Network Exchange
SmartSimple Outlook Synchronization
SmartSimple Practice Management System - Overview
SmartSimple Referral Management Guide
SmartSimple Reports and Dashboards Guide
SmartSimple Sales Tracking Guide
SmartSimple Security
SmartSimple System Administration Guide
SmartSimple Tables
SmartSimple Universal Tracking Application Guide
SmartSimple WebForms Guide
SmartSimple Workflows Guide
SmartSync for Folder Synchronization
Smart Folder
Specifying Multiple Criteria in Reports
Specifying the Assessments that an Evaluator Can Provide
Specifying the Location of the Data Directory for the Database
Standard Field Searching in Applicant Tracking
Standard Fields - Custom Validation Message
Standard Fields available on Template Page
Standard Level 1 Field List
Steps Required to Synchronize Companies and Contacts
Steps to Initiate an HCAI Subscription
Sticky Pop-Up Calendar
Submit Logic
Submitting an HCAI Form and Reviewing Gateway Submission Status
Submitting the Timesheet
Subscribing to Applicant Tracking
Subscribing to Job Tracking and Setting Manager Permissions
Subscribing to On-Demand Applications
Subscribing to SmartFolders
Subscribing to Time Tracking
Subscribing to the Email Broadcast Application
Subscribing to the Sales Tracking Application
Subscribing to the Web Forms Application
Subscription Update Options - SmartFolders
Suppress Workflow Window
System Administrator
System Architecture
System Certification Assessment
System Requirements for SmartDoc
System Summary
System Variables
Task Breakdown Terminology
Techniques to Categorize Accounts
Template
Terminology Settings
Testing External Access to a Shared Folder
Testing a Basic User Centric Interface
Testing a Lead Sign up Page
Testing a Request for Comment Workflow
Testing an Applicant Sign-Up Page
The Key Control Element – Roles
The Message Center and Message Templates
The Root Company
Themes
Time Tracking Overview
Tips on Account Ownership
To days
Track Changes
Track Changes to a Custom Field
Tracking Applicant Email in SmartSimple
Tracking Contact Email within SmartSimple
Tracking Web Site Visitors from a Tracked Email
Training Course Outlines
Training Pre-Reading
Transaction Custom and Standard Field Types
Triggering the Level One UTA Workflow
URL
UTA
UTA Level One (Standard) Company Lookup Category Settings
UTA Peers Combo Box
UTA Roles for Field Access instead of System Roles
UTA Save Buttons
Universal Tracking Application
Universal Tracking Application – Registration Feature
Updateable Web Page View Fields
Updating Tasks Directly
Updating Tasks through Timesheets
Updating the Equipment Related Tasks
Upgrade Policy
Uploading Applicants
Uploading Files to a Folder
Uploading Medical Files to the Referral
Uploading a File – Step by Step
Uploading an Applicant Profile
Useful Field Values
User
User & Contact Settings
User Centric Interface
User Centric Interface - Defined
User Centric Interface Login Page
User Email Templates
User Single Signon
Username
Using Advanced Resume Settings in Applicant Tracking
Using Chat
Using Check In with SmartFolders
Using Custom Referral Fields
Using Date Criteria
Using Date Translation in Reports
Using Discussion Groups
Using Group Email in Applicant Tracking
Using Notes in PMS
Using Notes in Project Tracking
Using Quick Messaging
Using Roles
Using Scored Assessments
Using Standard Referral Fields
Using Sub Reports in SmartDoc
Using Sync.SmartSimple.org
Using Timesheets to update a Project
Using Web Form Reports
Using Wildcard Criteria in Reports
Using a Date Range in a Report
Using a Global Measure
Using a Login URL
Using a Theme
Using an Alternate Username and Password Structure
Using an HCAI Enabled Form
Using an Outer Join
Using the Advanced Report Setting Tab
Using the Automatch Feature
Using the Career Site – Applicant Perspective
Using the Colour Picker
Using the Exceed Template
Using the Merge Features of SmartDoc
Using the Pin Board
Using the Quick Assessments Tab
Using the Resume Functions of SmartDoc
Using the Resume Upload Functions of SmartDoc
Using the Search People Menu
Using the SmartFolders Application
Validating a Form before Submission
Viewer Log
Viewing Assignment History
Viewing Assignments – Applicant Perspective
Viewing Assignments – Job Perspective
Viewing Web Form Charts and Tables Internally
Viewing Web Form Results Externally
Viewing a Gantt Chart
Visual Settings
Visual Settings – Application Item Details Settings
Visual Settings – Application List Views
Visual Settings – Application Subtitle
Visual Settings – Application Tab Bar Settings
Visual Settings – Application Title
Visual Settings – Global Settings
Visual Settings – Left Navigation
Visual Settings – Main Heading Settings
Visual Settings – People Online Settings
WebForm
Web Form
Web Forms for Event Registration - Overview
Web Page View - Display Data Grid
Web Page View Field
Web Page View Field Variables
Web Traffic Metrics
What Happens the First Time a User Logs In?
What are Personal Transactions?
What is the difference between a contact and an applicant?
When I add new contacts to the system without specifying a company, I am not sure what company they are added to - Can I set a default company?
When I use the Applicant Tracking application to add new applicants manually, I am not sure what folder they are added to - Can I set a default folder?