Embedded Files
Manage contact information by configuring locations...
The platform allows administrators to manage contact information more efficiently by configuring locations. This feature streamlines the form creation process by prefilling location details, making it easier for project teams to create forms quickly. Additionally, this feature is particularly beneficial for projects where accurate and consistent location details are essential.
Before you begin
Required Role(s): Admin, PME
To configure the location:
Step 1: At the tenant-level, access Locations under Administration
Step 2: From the Locations list page that opens, click the Add new location button
Step 3: At a minimum, key in the mandatory fields. Mandatory fields indicated with * (red asterix).
Name*: Name of the location
Address: Contact details of the location
Country*: Select the relevant country
Timezone*: The time zone associated to the specified country displays in the drop-down for selection
State*: The states associated to the specified country displays in the drop-down for selection
City*: The cities associated to the specified country displays in the drop-down for selection
Latitude: Prefills the geolocation — latitude coordinates of the chosen location
Longitude: Prefills the geolocation — longitude coordinates of the chosen location
Currency*: Prefills the currency associated to the specified country
Pincode*: Free text field that allows to key in the relevant pincode
Step 4: Save your settings
To modify the details, just open the location from the list view and update your changes.
Where does this Reflect?
Where does this Reflect?
At the Tenant-level, within the Document Properties Tab and Project Creation form.
Project Creation Form
Document Properties Tab
Page updated
Report abuse