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Documentation

  • What is Prelim?
  • Updates
  • Legal Disclosures

Guides

  • Quickstart
  • Working with the customer experience
    • Changing the website URL to your custom URL
    • Setting up SSO for your customers
  • Working with applications
    • Bulk creating applications
    • Viewing application information
  • Working with pdfs
    • Mapping pdfs in Prelim
  • Working with a team
    • How to add or remove users and grant permissions
    • How to add/remove and assign permissions for enterprise users
    • SSO with Okta for enterprise users
    • SAML SSO with Azure Active Directory (AD)
  • Working with external APIs
  • Working with apps
  • Generating Reports
  • Working with themes
    • How to create/update a theme
  • Working with Salesforce apps
  • Working with search
  • Working with Deployment Connections
  • Working with Promotions
  • Working with Verifications
  • Working with Email Templates

Core Concept

  • Environments
  • Modules
  • Form Specific Links

Work in Prelim

  • Online Account Onboarding
  • In-Branch Account Onboarding

Build in Prelim

  • Templating
  • Forms
    • Inputs
      • Address
      • Button
      • Checkbox
      • Date
      • Draw Signature
      • Dropdown
      • Email
      • Existing Input
      • File Upload
      • Label
      • Math
      • Modal
      • Number
      • PDF Preview
      • Paragraph
      • Phone
      • Radio Buttons
      • Tax ID
      • Text
      • Toggle
      • Yes/No
    • Rules
      • Triggers
      • Conditions
      • Actions
    • Apps (Third Party Integrations)
      • Middesk
  • PDFs

Modules

Manage and setup products and services with Prelim's pre-built modules

Updated about 2 months ago


Environments
Form Specific Links