Practice Settings
By Rich and 2 others3 authors14 articles
- Your Practice Settings
- Customising Your Proposal Overview
- Setting Your Practice's Tone of Voice
- Team Wide Notifications
- Sending Emails from a Custom Address
- Proposal and Engagement Letter Reminders
- Adding Your Digital Signature in Socket
- Using Dynamic Tags in Socket
- Approval Workflows
- Creating Your Own Dynamic Tags in Socket
- User Roles and Permissions in Socket
- Creating Pricing Templates
- Creating Design Templates
- Managing Your Team in Socket