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192 total results found

Configuring custom fields

Subscriptions and modules Custom fields

Once the module is activated the top menu will be expanded with the entry to "Custom fields". When you select "Custom fields" in the menu, you will be taken to a collection page of all fields for your company. The fields listed there will thus be those tha...

What needs to be set in a "custom field"

Subscriptions and modules Custom fields

"Name" is what others see as the title of your field when entering something. This is required to save the field. "Description" is used to give the user a description of what the field requires. Can be a line of information about what is to be filled in in ...

Filter custom fields in contract views

Subscriptions and modules Custom fields

Contract views can be expanded with the fields you have entered in the "Custom fields" list. They can be used both in listings and in Excel exports. The contract views can also filter out specific values from their own fields. Select the plus button to ...

Dokumentsignering

Teknik och säkerhet Tekniska beskrivningar

Vad är "Dokumentsignering" hos Leasify? Tjänsten erbjuder möjligheten att få ett dokument signerade via BankID eller med "penna" av extern person eller företag. Hur fungerar det? Modulen aktiveras och sedan kan en signering skapas.Signeringen innehåller upp...

Onboarding Question

Onboarding questions

Key Information for Onboarding: User Information: Identify who at your company will be using our service. Start with the most crucial individuals for accounting purposes and expand as needed. Provide first names, last names, email addresses, and mobi...