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Guides API Reference Discussions

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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
Templating
Forms
Inputs
Rules
Apps (Third Party Integrations)
- Middesk
PDFs
Modules
Form Specific Links

Work in Prelim

Online Account Onboarding

PDF Preview

Show a preview of the PDF with fields mapped

Configuration	Value
Required	Toggle on/off if required
PDF	Select the PDF to display in the preview

Updated 13 days ago