Settings
- How to Add Senior Place Tasks to Your Calendar
- How to Embed a Client Intake Form on Your Website
- Learn how to Create and Send a SignWise Request
- How to Create and Edit an Email Template
- Settings Overview
- Permission Levels Explained
- How to Customize Community Comparisons
- How to Add a User
- How to Add and Edit Custom Fields
- How to Customize SignWise Request Emails
- How to Deactivate a User
- How to Change Your Password
- How to Edit Client Statuses
- How to Change a User's Permission Level
- How to Customize the Community Details Tab
- How to Set Invoice Payable To Information
- How to Adjust the Live Link Label
- How to Reactivate a User
- How to Customize Client Intake PDFs
- Administrator Basics: Core Settings to Review in Senior Place