How-to articles

Title	Creator	Modified
Okta SSO	Renaldo Figueiredo	Jan 14, 2025
Colour Theme and Background Colour	Debby Gibson	Feb 05, 2024
Setting up your Digital Signature (with your actual signature) using an iPhone whilst signing a document	Debby Gibson	Nov 24, 2023
Signature PIN reset - Staff without Admin access and Clients	Renaldo Figueiredo	Nov 24, 2023
Signature PIN reset - Admin staff	Debby Gibson	Nov 24, 2023
Signature PIN reset - Clients	Krystal Ratukore	Nov 24, 2023
Setting up your Digital Signature	Debby Gibson	Nov 23, 2023
XPM - Full Client Sync	Debby Gibson	Nov 15, 2023
Filtering Rules	Debby Gibson	Nov 01, 2023
Removing an Empty or Incorrect Document Category value	Debby Gibson	Aug 23, 2023
Move / Copy Files shared by a Client	Debby Gibson	Jul 27, 2023
Export Client History	Debby Gibson	Nov 08, 2022
Nimbus Basic Account	Debby Gibson	Jul 27, 2022
Defining your Business Folder Structure	Marleze Scheepers	Jul 12, 2022
Disable 2FA for Client - Password Reset	Debby Gibson	Mar 02, 2022
Client Off-boarding Process - APS	Renaldo Figueiredo	Feb 18, 2022
My Account	Debby Gibson	Feb 11, 2022
Adding an Employee	Debby Gibson	Feb 11, 2022
Changing your Billing Details	Debby Gibson	Dec 16, 2021
Uninstall AutoMate	Renaldo Figueiredo	Nov 24, 2021

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