SatuitSIP®/SatuitCRM® - Satuit Platform
- Log In - SatuitSIP®/SatuitCRM®
- Forgot/Reset Password - SatuitSIP®/SatuitCRM®
- Submit a Support Ticket - SatuitSIP®/SatuitCRM®
- Basic Navigation & Menus ⏯ - SatuitSIP®/SatuitCRM®
- Home Page - SatuitSIP®/SatuitCRM®
- Fast Find - SatuitSIP®/SatuitCRM®
SatuitCRM®
- Dashboard - SatuitCRM®
- Sale/Opportunity - SatuitCRM®
- Activity - SatuitCRM®
- Activity Plan Manager ⏯ - SatuitCRM®
- Opportunity Manager ⏯ - SatuitCRM®
- Calendar - SatuitCRM®
SatuitSIP® Secure Investor Portal
- Publishing Share Content from the Contact Detail Form
- Benefits of SatuitSIP® Secure Investor Portal (5 Min)
- New Portal Recipient Checklist - SatuitSIP® Portal
- Portal User Activation - SatuitSIP® Portal
- Portal Settings - SatuitSIP® Portal
- Portal Activity Log & Portal Score ⏯ - SatuitSIP® Portal
SatuitPAC® Utility
- Installation/Upgrade Guide - SatuitPAC®
- Advent Reports - SatuitPAC®
- Macro Sets - SatuitPAC®
- Adobe Acrobat PDF Settings - SatuitPAC®
- Run - SatuitPAC®
- Setup Package Template - SatuitPAC®
Satuit2GO®
SatuitSDX® | Secure Data Exchange, Bulk, and REST API
Outlook & Gmail Integration
- Outlook Automated Import User Setup
- Outlook Automated Import Initial IT Setup
- Windows Installation/Upgrade Guide - Outlook Add-In
- Gmail Installation and Startup Guide - Gmail Addon
- Web and Mac Installation/Upgrade Guide ⏯ - Outlook Add-In
- Detailed Guide - Outlook Add-In
System Administrator
- Satuit Report Services- Report Builder Integration
- Basics - System Admin
- Login Rules, Two-Step Authentication, and more.. - System Admin
- Outlook Add-In Settings - System Admin
- Roles & Permissions - System Admin
- Rights & Configuring User Roles - System Admin
- Privacy - System Admin