Documents

How to use browser spell check (right click context menu)
Due to limitations of the document text editor in Zomentum, the ‘right-click' context menu is used for editor-specific functions, e.g. table editing. ...
Wed, 13 Jul, 2022 at 4:54 AM
Securing the document link with a PIN
To ensure that only the recipient of the quote has access to the document, you can secure the document with one-time pins. Here's a step-by-step guide ...
Tue, 16 Aug, 2022 at 7:25 AM
Upload PDF File and Attach a Signature Block
We can now directly upload a PDF into your Zomentum platform and send it out as a document. In the document module, after selecting “Add Document” we get th...
Tue, 10 May, 2022 at 7:21 AM
Order Forms
The concept of Order Forms is to solve MSPs’ hardware sales issues. Order Forms could be regarded as re-usable quotes. If the client buys the same items or ...
Tue, 24 May, 2022 at 8:20 AM
Input Fields
Input Fields are text spaces that can be left for the assignees to be filled in during the Signing process. These can be anything from Names and Addresses t...
Tue, 20 Sep, 2022 at 8:06 AM