Co-branded templates for each collateral file must be uploaded for co-branding to be inserted. Templates must have elements with specific properties to allow an optimized output of co-branded assets. This guide will show how to create co-branded templates in Microsoft Word and Adobe Acrobat....

Zapier supported applications can be leveraged to set up “Zaps” between Magentrix and external applications. In many situations, a Zap can take upwards of 15 minutes to trigger. In situations where a workflow needs to be triggered instantaneously, Zapier webhooks can be leveraged so that follow-up actions are triggered immediately....

When the Team Management package is installed, it allows non-administrator users to manage portal users within their own accounts. This is a guide outlining the functions available to end-users in the Team Management feature....

Custom reports require all fields referenced on the report to be available and accessible on the originating object. If the fields referenced on a report are deleted from their originating object, the Obsolete Report error is displayed as a result of the report’s entity schema changes....

The Magentrix Mingel Social Collaboration feature allows users to converse and collaborate on Magentrix records...