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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
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
Custom Workspaces

Build in Prelim

Templating
Forms
PDFs

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Modules

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

Updated 19 days ago

Form Specific Links