Templates & Lists
Within your admin settings, you can customize different lists. In this article, we'll explore the list types and ways you can customize the lists to bet...
Fri, Jul 5, 2024 at 1:11 PM
AFrame does provide default templates within your account to get you started from day 1, but you can customize these to help match the way you run your busi...
Mon, Feb 5, 2024 at 1:00 PM
Task templates are a powerful way to keep up with everything that you need to do for any transaction. Each new account has several existing Task Templates a...
Tue, Aug 13, 2024 at 10:01 AM
As with any transaction management platform, the proper use of templates can be a huge time saver since much of what you do is repetitive. Setting up Email/...
Thu, May 23, 2024 at 7:55 AM
Date templates allow you to create custom templates with all the dates that can pop up in your transaction. Creating multiple templates can be useful for di...
Fri, Sep 13, 2024 at 3:21 PM
Attachment templates allow you to easily generate placeholders for files & weblinks that need to be uploaded or checked off. This helps make sure you ne...
Tue, Aug 13, 2024 at 9:56 AM
Field definition templates enable you to create and modify customized fields within the information sidebar of your transactions. You can create separate co...
Mon, Apr 22, 2024 at 5:47 PM
If you're an AFrame user who has spent time creating customized templates for your projects, you may want to share your templates with other AFrame user...
Tue, May 7, 2024 at 8:27 PM
Importing previously created task lists into AFrame is easy. By transferring the data to our task import template, you can seamlessly bring your existing ta...
Tue, Aug 13, 2024 at 9:08 AM