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Quick Start
Welcome to InvestGlass
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
How to Create and Manage API Keys
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
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Updated about 1 year ago
Approval Process Setup
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