integrate Support Team Knowledge Base
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integrateDrawing Board
integrateCRM Module
User Guide- integrateCRM Module Features
Setup and Configuration integrateCRM Module plus Integrations
integrateDrawing Board
User Guide- integrate Drawing Board Features
Setup and Configuration Drawing Board Features
integratePRO Module
User Guide- integratePRO Module Features
Setup and Configuration integratePROModule
integrateFIT Module
User Guide- integrateFIT Module Features
Setup and Configuration integrateFIT Module
Technical Support and Setup
Integrate integrations
Technical TroubleShooting
FAQs Support Questions
Troubleshooting
Frequently asked Support Questions
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integrate Support Team Knowledge Base
integrateDrawing Board
integrateCRM Module
User Guide- integrateCRM Module Features
Setup and Configuration integrateCRM Module plus Integrations
integrateDrawing Board
User Guide- integrate Drawing Board Features
Setup and Configuration Drawing Board Features
integratePRO Module
User Guide- integratePRO Module Features
Setup and Configuration integratePROModule
integrateFIT Module
User Guide- integrateFIT Module Features
Setup and Configuration integrateFIT Module
Technical Support and Setup
Integrate integrations
Technical TroubleShooting
FAQs Support Questions
Troubleshooting
Frequently asked Support Questions
integrateDrawing Board
Guides, videos and FAQS on features in the integrateDrawing Board
Drawing a goalpost frame
File Uploads for Leads and Orders- PDFd
User Guide- integrate Drawing Board Features
Creating new quotes and drawings
Create Quotes with Multiple Quantities.
Navigating the DrawingBoard
Creating Budget Quotes.
Adding multiple sashes/door leaves to a frame
Sash window basics
Casement window basics
Door basics
Glazing and glazing bars
How to create shaped items on the integrate drawing board.
Making Rake windows
Adding item cover images to a quote.
Adding Ironmongery to a drawing
Multiple panel doors
Processing and revising an order.
Creating survey drawings and production outputs
Revising orders using survey drawings.
Bay and flag windows
Advanced glazing bar configurations
Arched outer jamb
How to find the number of orders that include a specific part ?
Creating a Window with Angled Rails
How to make an arched French door
How to split an order.
Tips and Tricks to Save Time.
How to specify free text items
Specifying repairs on drawing board.
Switching ranges on the drawing board.
Estimated Production labour time output
How to create a curved head liner in Integrate ?
Quote and Order group reports
How to add parking details
How to create a quote from an existing quote
Adding a top or bottom rail to a direct glazed unit
How to add a quote level validiation which gives the total glass area for quote
Configuring and Using Floating Mullions
Managing Discounts on Quotes
Survey drawings and sales-survey comparison
Default ironmongery and ironmongery ranges
How to specify Thumb Turn cylinders or Locks
Creating a Quote with CSV Import
Adding Frame Plant-ons
Understanding panel dimensions in integrate
Bottom Hung Option for Floating Transom Casements
Sending Quotes Including Comparison Grid
Understanding transom/mullion offset
Drawing Pivot Doors on integrate DrawingBoard
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Setup and Configuration Drawing Board Features
Default Values Part Glossary / Part Index
Price Files: creating, publishing, and updating
How to Configure Frame and Sash Sectional Details
Duplex Bar Selector
Working with rule editors
Sash travel calculation
Price Files: writing pricing rules
Batch updating drawing templates
Creating and editing drawing templates
Adding new ironmongery parts
Stable Door Meeting Rail Editor
How to Configure Drawing Properties for Accurate Glass in Sash and Direct Glazed Unit Sizes
Adding Product ranges and retiring existing.
Validation Rules and Editor.
Sash weight Allocation Setup
Quote Customisation settings
Adding timber components to the Part List
Drawing Board frame and ruler settings
Configure Drawing Board to automatically switch sash window frame type based on operation (cord vs spiral hung)
Adjusting default Payment Option
Setting range name for Joinery and production part outputs
Adding ironmongery Finishes to the drawing Board
How to Add Head Drip Property for Drawing board
Customising the internal SOW outputs
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