General
21 articles
- How to create a Document?
- Fonts in Reports
- Public Link Sharing
- How to save your Document as a template?
- Easily replicate documents for other clients
- Layout/Orientation of the Document
- How to change your Document name?
- Changing page orientation
- Can my client see the documents on the Portal?
- Updating colors of the widgets/ Changing theme
- Combine data from multiple accounts in Documents
- How to change the date ranges in all the document widgets at once?
- About Date Ranges in a Document
- Downloading the Document
- Cancel downloading a Document
- Undo - Redo
- Removing team member
- Changing the role of a team member
- Migrating the user
- Invite user to team and access restrictions
- Delimiters