Picksmart Support

Getting Started 20

• Access / User Roles
• How to edit a Job
• Feedback Status Report
• How to reset your password
• How To Purchase Tokens

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Legal 1

• FSCloud Privacy Policy & Terms of use

How To Videos 10

• How to Log In Video
• How to Reset Your Password Video
• Navigating the Dashboard Video
• How to Add a New Client Video
• How to Add a New Vehicle Video

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FSC Mobile App 3

• How to use the Field Service Cloud Mobile Application (Android)
• Mobile Application Location Services (Android)
• How to Access the Fogi Reports

FSC OMNI Integration 9

• OMNI Stock Integration
• How To Set Up OMNI Stock Module
• Default Stock List
• Stock Preferences
• Stock Transaction Request

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Version Release Notes 9

• SERV V3.14 Release Notes
• SERV V3.15 Release Notes
• SERV V3.15.2 Release Notes
• SERV V4.1 Release notes - POPIA implementation
• SERV V5.1 Release notes

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How To 1

• How to setup a new device (TK102)

How to use Locker Solutions 1

• Locker Solutions Introduction

Setup your Locker Solution Instance 2

• Share Locker Preference
• Initial Setup for Locker Solutions

Account Registration and Login 2

• How to Register
• How to reset your password

Getting Started 34

• How to customize your Website Theme
• How to edit your Homepage
• How to add gifts to your Gift Registry
• How to add Snacks / Meal Servings to your Website
• How to add a Venue to your Website

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I am a guest 6

• How to find a Website Invitation Link
• How to recommend a Song
• How to RSVP for an Event
• How to post a Message on the Website
• How to enter a Pass Code

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Frequently Asked Questions 6

• How does My Invite Online work?
• How to change a Reservation/RSVP
• What happens after my Event has taken place?
• How to Delete my Website after Event
• What will happen to my Website if I purchase a Package?

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Admin Queries 1

• Creating A Blog Post

Version Release Notes 2

• MIO V1.5 Release Notes
• MIO V2.1 Release notes

Account Registration And Login 2

• How to Register
• How to reset your password

Getting started 46

• How to create your Wedding Website
• How to create a Save The Date
• How to edit your Homepage
• How to add gifts to your Gift Registry
• How to add Snacks / Meal Servings to your Website

View all 46

I am a guest 6

• How to find a wedding invitation website
• How to recommend a song
• How to rsvp for a wedding
• How to post a message on the website
• How to enter a Pass Code

View all 6

Frequently Asked Questions 6

• How does it work?
• How to change a reservation
• What happens after my wedding
• How to delete my website after my wedding
• What will happen to my website if I purchase a package

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Version Release Notes 4

• MWO V3.15 Release Notes
• MWO V5.2.2 Release Notes
• V5.2 Release Note
• V5.2.1 Release Notes

RenewIT - Support 2

• How to Enroll Renewal Company
• RenewIT Overview

iDocs Demo Date Reset / iBureau Test Responses 0

Processes and Automations 2

• Workflow Subsystem
• XPath Query Resources

Short Term Insurance 2

• Getting Started with Short Term Insurance
• Known Issues and FAQ

Information 7

• How to sign a Document on your Mobile Device.
• Errors When Signing A Form-16 Digitally
• Upload Supporting Documents From Mobile Device
• How to change your browser to Chrome
• Terms & Conditions

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Credit Boost 0

Version Release Notes 2

• LAW V1.6.1 Release Notes
• LAW V3.1 Release notes

The Court Pack Indices 2

• 1. Preferences and Court Pack Index Setup
• 2. The Instance Specific Court Index

Task Manager (Workflow) 5

• How to setup Task Manager on a branch
• How to create a new Process
• How to create a new Work Pool
• How to create a new Task
• How to use the Task Manager Dashboard

Forms 2

• How to find a record that is not in a dropdown list
• System status / downtime page

Lists 3

• How to open records in a new tab.
• Added a filter on sub-tabs with many records
• Bulk Search Functionality

View 1

• View the history of altered fields in a record

Password Reset 1

• How to reset your password

Reporting Module 5

• Dashboard Pages
• My Exports
• Report Definitions
• Scheduled Reports
• Report Templates

Privacy and client feedback 2

• Picksmart Privacy Policy
• Unsolicited Submissions Policy

CRM Module (Ticketing) 7

• How to create Ticket Groups
• How to create Ticket Agents
• How to setup Ticket Preferences
• How to setup Ticket SLAs
• How to create a Contact

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Leads Module 9

• How to create a Campaign Product
• How to create a Campaign
• How to create a Campaign Email Template
• How to create a Campaign SMS Template
• How to create a Lead Agent

View all 9

API and Webhooks 1

• Setting up a webhook listener

Laminin 0

How to (Individual) 10

• How to Register
• How to Add a Vehicle
• How to Start The Vehicle Licence Renewal Process
• How to Upload an ID Document
• Navigating the Tour Steppers

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How to (Companies) 4

• How to Register a Company
• How to create a user to access your company profile
• How to create a Branch Profile
• How to Start The Vehicle Licence Renewal Process

Company Policies 1

• Terms and Conditions

How To - Renewal Company 0

Version Release Notes 15

• RNEW V1.12.1
• RNEW V1.12.2
• RNEW V2.1
• RNEW V2.1.2 Release Notes
• RNEW V2.1.4 Release Notes

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iCollect SDK 0

iCollect Instance Setup Instructions 1

• 1. Automatic Collections Overview

How to... 3

• Document Recipient(s)
• Document Field(s)
• Recipient Requested Field(s)

Frequently Asked Questions 3

• How can I setup inbound calls?
• How do I reset my Laminin password?
• What do I need to access Laminin?

Getting Started 1

• Activation and Login

Support 6

• AnyDesk Remote Support
• General Troubleshooting
• Laminin login screen not loading correctly or Backend Error
• Multiple users experiencing call quality problems
• Single user experiencing call quality problems

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