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v1.0

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Quick Start

  • InvestGlass 101
    • Introduction to navigating InvestGlass
    • InvestGlass glossary

Product Documentation

  • Incident
    • Setup Incident
    • Creating your first incident
  • E-Signature
    • Setup Signature
    • Signatory Order
    • Proposal - One-click E-Signature
    • PDF - Request E-signature
    • Form - Signature on submit and 2FA

CRM

  • Pipeline
  • Tags
  • Import / Export Record
  • Tasks
  • Invoices
  • Queues

Automation

  • Automation Overview
  • Approval Process Setup
  • Travel Requests
  • Freeze/Unfreeze a Form
  • Automation Examples
  • Automation Process
  • Logical Operators

PMS & Investment tools

  • Model Portfolio
  • Universe List

design and layout

  • Custom button

admin center

  • Password

AI

  • Smart Agent

Using the API

  • Using the API

Kleber App

  • 1. 📘Introduction to Kleber App
  • 2. 🛠️ Installation & Setup Guide
  • 3. 🗂️ Project Structure Overview
  • 4. 🔐Authentication & User Roles
  • 5. 🔌API Integration with InvestGlass
  • 6.📲Key Screens & Functionality
  • 7. 🎨Customization & White-labeling
  • 8. 🔍Testing & Debugging
  • 9. 🚀 Deployment
  • 10.❓Developer FAQ & Troubleshooting
  • 11. 📦Plugin & Dependency Reference
  • 12. 🛡️Security Considerations

8. 🔍Testing & Debugging

Android:

  • Use Android Emulator or real device
  • View logs via flutter logs or Logcat in Android Studio

iOS:

  • Use Xcode Simulator or real device
  • Run pod install before building
  • Use Xcode's console for debugging

Updated 12 days ago


7. 🎨Customization & White-labeling
9. 🚀 Deployment