Tips & Tricks
- Persisting Customer Changes & Receiving Customer Change Reports
- Adding a Discount to an Order
- How to Attach and Send a PDF Version of Your Tear Sheet
- How and When to Use Copy Order After an Order is Submitted
- Email Order Copy
- Troubleshooting Email Deliveries
- Adding Bookmarks to Client Accounts
- Multiple Orders for the Same Client
- View and email Send Files from the App
- Send Files or Order Copies Stuck in Outbox
- Troubleshooting Send Files (SMTP Settings for email)
- Creating a Tag on the iPad
- Creating a Tear Sheet
- Receipt and Tear Sheet Emails are Missing Content, or Never Arrive
- Missing Images in Tear Sheets or Orders
- Why don't images show up when I forward a copy of the invoice?
- How to Download Missing Images on the iPad
- How to Fix a Poor Quality Image on the iPad
- Troubleshooting Clients Not Showing on iPad
- Use AirPrint to print from iPhone, iPad or iPod Touch
- How about printing? What printer should we get?
- Keyboard Split/Merge/Dock
- Adding Ship To Addresses via iPad
- How to Sort Products within an Order on the iPad
- How to use the Container option