Knowledge

How to Configure the DocuSign Integration

Configuration instructions on how to connect a DocuSign account into Magentrix....

11/29/2023 0 0.0

Configuring Stripe as a Payout Vendor

Follow these instructions to configure Stripe as a payout vendor in Magentrix....

11/29/2023 0 0.0

Configuring PayPal as a Payout Vendor

Follow these instructions to configure PayPal as a payout vendor in Magentrix....

11/29/2023 0 0.0

Using the Data Importer

The Data Importer empowers Portal Administrators to make modifications to records within the portal. It provides the ability to edit records of both Magentrix Native Entities and records from your synchronized CRM in bulk....

8/4/2023 0 1.1

Audited Fields

Audit fields are fields that, after being configured, track specific information about record changes. These fields provide a history of changes made to the records and help track and audit data modifications within the system....

7/28/2023 0 2.3