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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

Rename, Relocate, or Delete a Template

Learn to rename, relocate, or delete a template in Email Cloud.

  1. Go to my account
  2. Go to company
  3. Go to communication
  4. Find the template you with to rename, or delete then click save.

Updated 4 months ago


InvestGlass 101