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: 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 ...
How-To: Send a Document To Be Signed Through Chat
Documents in need of a e-signature can be sent securely to participants through the Chat function. Our Support Team can convert an existing form into a signature form for you with check boxes, select buttons (radio), and text fields along with a ...
Chat Changes
New Chat Changes have been released! These changes were based on customer feedback and will help streamline your chat experience. Here is a summary of the improvements: Chat Templates can now be selected from a list Chats Filters have been collapsed ...
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