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Client/practice management

Introduction for any new user.

4 articles

Setting up the basics - superuser.

8 articles

Users

14 articles

Importing data.

2 articles

The client database.

13 articles

Fee Info

2 articles

Tech Support

7 articles

Workflow management

Basic concepts

11 articles

Job frequencies

3 articles

Stages and steps

12 articles

Job positions and the job holder

18 articles

Deadlines and target dates

13 articles

Job fields

7 articles

Workflow actions

30 articles

Multiple routes

3 articles

Multiple sub-systems

7 articles

Common scenarios

2 articles

Example flows

3 articles

Dashboards

18 articles

Reporting

3 articles

Bulk operations

3 articles

FAQ - Workflow management

Commonly asked questions around workflow management

2 articles

Workflow Management - Other

8 articles

Automation

General settings

13 articles

Message templates

7 articles

Choosing recipients

6 articles

Automation via workflow action

5 articles

Automation via alert

3 articles

Manual sending

1 article

Automations - Other

1 article

Glide Time

Getting started

6 articles

Recording time

6 articles

Raising bills

7 articles

Reporting

1 article

Glide Time - Other

1 article

Glide Scheduler

Settings

3 articles

Integrations

MS Entra

Microsoft Entra ID (formerly Azure Active Directory)

1 article

The Glide API

2 articles

Webhooks

3 articles

Xero

7 articles

Companies House

1 article

CCH connector

5 articles

Digita connector

4 articles

Workiro

Workiro integration

1 article

Zapier

Integrating other services and products with Glide

4 articles

MyDocSafe

Our document, portal and E-signature module, powered by MyDocSafe.

1 article

Slack

1 article