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What is Prelim?
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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
Templating
Forms
Inputs
Address
Button
Checkbox
Date
Draw Signature
Dropdown
Email
Existing Input
File Upload
Image
Label
Math
Modal
Number
PDF Preview
Paragraph
Phone
Radio Buttons
Social Security Number (SSN)
Text
Toggle
Yes/No
Rules
Triggers
Conditions
Actions
Apps (Third Party Integrations)
Middesk
PDFs
Modules
Form Specific Links
Modules
Manage and setup products and services with Prelim's pre-built modules
Updated over 1 year ago
