How to: Approve a Single Sign On (SSO) Request
When a user requests access to Teletask, an approval request is sent to the account administrator to approve the Single Sign On (SSO) request.
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How To: Send Link to Upload Documents in Chat
Customizable links can be sent to participants to request for information. These unique links are sent through chat and are used to request a list of things such as proof of identification, pregnancy status, or proof of wages. This feature allows for ...
How to: Create an Automated Report
The Automated report section allows you to view your Scheduled Reports and Automated Email Reports. You can also view a history of your automated reports, or edit any existing reports. Scheduled Reports These are the On Demand, Scheduler and Web ...
How to: Create a Web Survey
Web Surveys are used to request feedback from existing clients/contacts. They are completely customize-able with answer options such as check boxes, multiple choice, and open ended questions. We also offer the ability for clients to Upload up to 10 ...
How to: Utilize Advanced Settings and Group Rules for Messages
The Advanced Settings and Group Rules option offers the ability to customize your messages. Advanced Settings allow you to select the timing for multiple messages. Group Rules allows you to specify criteria for when a unique message to be sent. The ...
How to: Enable Family Appointments for the Scheduler
Enabling Family Appointments allows you to group family appointments or spread them across resources. It also allows you to utilize family actions such as checking in families all at once or rescheduling them if needed. To enable the Family ...
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