Work 365

1 Click PDF

101 views August 23, 2018 September 27, 2018 0

1 Click PDF Introduction – Introduction to 1 Click PDF Add-on.

Product Version & System Requirements – 1 Click PDF Add-on Version, Supporting CRM Versions, CRM Deployment Models, and Pre-requisite.

Installation Process – Installation of 1 Click PDF Solution File.

Activating the License – How to activate 1 Click PDF Add-on.

Assigning Security Role – Once 1 Click PDF is installed, 2 Security Roles will be available.

1 Click PDF Functionality – How to use 1 Click PDF Functionality.

Configuring Entities that need 1 Click PDF – Configuration of records which needs 1 Click PDF Functionality.

Adding Custom 1 Click Buttons within Form – Configuration, if you would like to add additional custom buttons within the form.

Steps to Follow When Getting an Error

Uninstallation Process

Known Issues

Cancellation & Refund

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