Solution

• Apps

• Solution Overview
• Create a Solution
• Solution Owners and Authors
• Versioning Solutions
• Testing Team
• Publish a Solution Version

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Project Team

• Project Team Overview
• Create a Project Team
• Project Team: Manage Solutions
• Add Project Team Members
• Project Team User Permission Levels
• Global Project Team

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Studio Fundamentals

• Property Editor
• Studio Headers and Block Descriptions
• Variables
• List of Meta Variables
• Operators
• Conditions

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Data Capture

• Form Block

• START Block
• LIST Block
• TABLE Block
• YN Block
• TRANSCRIPT Block
• SECTION Block

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Logic, Calculation and Output Functions

• JavaScript

• Decision Table Block
• MERGE Block
• FILTER Block
• LOOP Block
• COMP Table Block

Document Automation

• Checkbox Word Add-In
• Rich Style Document

• Simple Style Doc Builder
• VIEW DOC Block
• EMAIL Block

E-Signature Automation

• E-Sign Block
• E-Signature Tags in a Document
• E-Signature Status on Custom Dashboard
• Project Team: Download Signed Documents
• Project Team: E-Signature Account Configuration
• E-Signature Limitations

Workflow Automation

• General
• Sending For Approval
• Assign User
• Workflow Administration

• Parallel Workflow

Dashboard

• Dashboard Overview
• Widget Overview
• Widget: List View
• Widget: Bar Charts
• Widget: Pie Charts
• Widget: Line Charts

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Automation

• Import Assessment Data
• Export Assessment Data

User Account Management

• White Labelling Configuration
• Environment Variables
• Export Audit Log

Access Control

• Role Configuration
• App-level Permissions
• User Management

E-Signature Account Configuration

• Enable Adobe Sign Integration
• Enable DocuSign Integration