E Index Export 113 Export / Import 113 G Guide 1 A I Additional Resources 88 Import 115 Appendix A - E-mail Syntax 121 Integration Configurations 67 Appendix B - Advanced Trigger Design 124 Introduction 1 C L Copying a 40 Lookup Tables 11 Creating a New Clause 89 M Creating a New Email Template 103 Managing Clauses 89 Creating a New Field 27 Managing Document Templates 108 Creating a New Integration Configuration 67 Managing Email Templates 103 Creating a New Option List 19 Managing Fields 27 Creating a New Panel 43 Managing Panels 43 Creating a New Premium Type 7 Managing Screens 60 Creating a New Product 2 Managing Triggers 94 Creating a New Screen 60 Managing Workflows 75 Creating a New Trigger 94 Master Covers 120 Creating a New Workflow 75 Mixing And and Or 124 D O Deactivating a Clause 92 Option Lists 19 Deactivating a Configuration 74 P Deactivating a Document Template 111 Premium 7 Deactivating a Field 41 Preparing the Lookup File 11 Deactivating a Lookup Table 17 Products 2 Deactivating a 58 Publishing a Workflow 84 Deactivating a Premium Type 10 R Deactivating a Product 5 Reference 121 Deactivating a Screen 66 S Deactivating a Trigger 101 Setting Default Values for Rich Text Fields 37 Deactivating a Workflow 85 T Deactivating an Email Template 106 Tables 121 Deactivating an Option List 25 Triggers 122 Deleting a Lookup Table Version 18 U Download Word Ribbon 118 Uploading a New Document Template 108
Index A Additional Resources 88 Appendix A - E-mail Syntax 121 Appendix B - Advanced Trigger Design 124 C Copying a 40 Creating a New Clause 89 Creating a New Email Template 103 Creating a New Field 27 Creating a New Integration Configuration 67 Creating a New Option List 19 Creating a New Panel 43 Creating a New Premium Type 7 Creating a New Product 2 Creating a New Screen 60 Creating a New Trigger 94 Creating a New Workflow 75 D Deactivating a Clause 92 Deactivating a Configuration 74 Deactivating a Document Template 111 Deactivating a Field 41 Deactivating a Lookup Table 17 Deactivating a 58 Deactivating a Premium Type 10 Deactivating a Product 5 Deactivating a Screen 66 Deactivating a Trigger 101 Deactivating a Workflow 85 Deactivating an Email Template 106 Deactivating an Option List 25 Deleting a Lookup Table Version 18 Download Word Ribbon 118 E Export 113 Export / Import 113 G Guide 1 I Import 115 Integration Configurations 67 Introduction 1 L Lookup Tables 11 M Managing Clauses 89 Managing Document Templates 108 Managing Email Templates 103 Managing Fields 27 Managing Panels 43 Managing Screens 60 Managing Triggers 94 Managing Workflows 75 Master Covers 120 Mixing And and Or 124 O Option Lists 19 P Premium 7 Preparing the Lookup File 11 Products 2 Publishing a Workflow 84 R Reference 121 S Setting Default Values for Rich Text Fields 37 T Tables 121 Triggers 122 U Uploading a New Document Template 108
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