Customer Forums
Product Topics
This Area is monitored by our support and development teams and is the quickest way of getting your question answered.| Forum Name | Topics | Replies | Latest Post Info |
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General Questions For general questions about the product which don't fall into any of the categories below. |
105 | 144 |
5 weeks 4 days ago by Support |
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PDF Output Documents Discussion on how to configure Workbooks' PDF output documents, including using custom PDF templates |
7 | 15 |
14 weeks 3 days ago by Support |
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Sales Questions Commonly asked questions by prospective customers. |
3 | 2 |
1 week 3 days ago by Support |
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Free Edition Questions about the Free Version of Workbooks |
4 | 8 |
5 weeks 5 days ago by Support |
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Reporting If you have a question about reporting, please ask it here. |
48 | 54 |
4 days 21 hours ago by Support |
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Process Engine & API Development Forum for developers using our API and the Process Engine with Workbooks Scripts. |
12 | 16 |
4 days 19 hours ago by Support |
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Fields, Picklists & Customising Workbooks Use this Forum to find out more about customising Workbooks by creating custom fields and modifying picklists. |
28 | 33 |
2 weeks 5 days ago by Support |
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Outlook Connector Forum for people using the Workbooks Outlook Connector |
15 | 10 |
8 weeks 4 days ago by Support |
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Importing Find out more about importing data into Workbooks here. |
23 | 23 |
23 weeks 4 days ago by Support |
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Email & Dropbox If you have a question about emailing to/from Workbooks or a general email query please post it here. (For queries specific to the Outlook Connector, please check the Forum above.) |
24 | 37 |
2 weeks 4 days ago by Support |
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Managing Users & What They Can Do Use this Forum to post questions about how to set up and manage users, how to allocate licences to them and how to control which areas of the system and functionality they can use. |
11 | 7 |
30 weeks 2 days ago by Anonymous |
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Performance & System Requirements Use this Forum to find out more about Workbooks' performance and general requirements. |
5 | 1 |
46 weeks 21 hours ago by jkay |
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Sagelink Use the forum posts here to help you with your use of Workbooks and Sagelink |
1 | 0 |
2 weeks 4 days ago by Support |
Community Site
Use these forums to ask questions about the community site and give us your feedback.| Forum Name | Topics | Replies | Latest Post Info |
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Community Site Learn about this community site. |
2 | 1 |
2 years 17 weeks ago by Support |