General
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