Productivity

Documents
- Configuration
  - Deletion delay
  - File centralization
- Folders
- Files
  - URL links
  - Spreadsheets
  - Managing files
  - Splitting and merging PDFs
  - Requesting files
- Details panel
  - Email aliases
  - Tags
  - Linked records
- Sharing and access rights
- Managing files across apps
- File digitization with AI
Sign
Spreadsheet
- Get started
  - Create a new spreadsheet
    - Templates
      - Create a template
      - Use templates
      - Manage and edit templates
  - Upload files
  - Navigate and manage sheets
    - Navigate between sheets
    - Basic sheet actions
    - Lock sheets
    - Hide sheets
  - Manage spreadsheets
    - Version history
    - Regional settings
    - Convert a spreadsheet into a dashboard
  - Sheet specifications and limits
- Insert and link to SecureIO data
  - Insert a list
    - Static vs dynamic lists
    - Insert an SecureIO list from a list view
      - Static list functions
      - Convert a static list to a dynamic list
    - Insert an SecureIO list from a spreadsheet
      - Dynamic list function
      - Convert a dynamic list to a static list
    - List properties
    - Manipulate an inserted list
      - Sort columns
      - Manipulate a static list
        
        Add rows/records
        
        Add, hide, delete, or rename columns
      - Manipulate a dynamic list
        
        Determine the number of rows/records displayed
        
        Add, hide, or delete columns in a dynamic list
    - Duplicate or delete an inserted list
      - Duplicate an inserted list
      - Delete an inserted list
  - Insert a pivot table
    - Static vs dynamic pivot tables
      - Static pivot table functions
      - Convert a static pivot table to a dynamic pivot table
      - Dynamic pivot table function
      - Convert a dynamic pivot table to a static pivot table
    - Insert a pivot table from a pivot view
    - Insert a pivot table that retrieves SecureIO data from a spreadsheet
  - Insert a chart
  - Insert clickable links
    - Insert a clickable link from a cell
    - Insert a clickable link from a chart
  - Insert financial data
  - Data sources
    - Identify and delete unused data sources
  - Access underlying data
- Work with data
- Present and visualize data
  - Charts
    - Create a chart
    - Customize charts
      - Configuration tab
        
        Chart types
      - Design tab
    - Manage charts
  - Conditional formatting
- Share and collaborate
  - Access and sharing
  - Comments and chatter
    - Use comments in a spreadsheet
    - Use a spreadsheet’s chatter thread
Dashboards
Knowledge
Calendar
- Sync third-party calendars
- Create activities from chatter
- Plan an event
- Coordinate with teams’ availability
- Share Availabilities
  - Availabilites tab
  - Questions tab
  - Communication tab
  - Options tab
    - Outlook Calendar synchronization
      - Microsoft Azure setup
        
        Register application
        
        Create client secret
      - Configuration in SecureIO
      - Sync with Outlook
        
        Sync SecureIO Calendar and Outlook
      - Troubleshoot sync
        
        Reset options
    - Google Calendar synchronization
      - Setup in Google
        
        Select (or create) a project
        
        Enable Google Calendar API
        
        OAuth consent screen
        
        Authorized domain setup
        
        Test users
        
        Create credentials
      - Setup in SecureIO
      - Sync calendar in SecureIO
      - Troubleshoot sync
        
        Reset options
      - Google OAuth FAQ
        
        Production vs. testing publishing status
        
        No test users added
        
        Application Type
Appointments
Discuss
- Inbox, starred, and history
- Direct messages
  - Direct message actions
  - Conversation actions
  - User status
  - Leave a direct message conversation
- Meetings
- User-specific notification preferences
- Chat from different applications
Data Cleaning
WhatsApp
- WhatsApp configuration in Meta
  - Create a Meta business account
  - Create a Meta developer app for SecureIO
  - Add app details
  - Select the app type
  - Select the business portfolio
  - Add a WhatsApp product to the app
  - WhatsApp API quickstart
    - API setup
    - Send a test message via terminal
- WhatsApp configuration in SecureIO
  - Configure webhooks
    - Add webhook fields
    - Add a phone number
      - Phone number status stuck in pending
    - Create a permanent token
      - Access token permission
    - Callback URL requirements
- Go live with the Meta app
- WhatsApp templates
  - Create WhatsApp templates in SecureIO
    - Buttons
    - Placeholders and variables
    - Meta template approval
    - Syncing templates
  - Create WhatsApp templates in Meta
- Notifications
- Add users to a chat
- WhatsApp API FAQ
  - Verification
  - Cannot receive messages
  - Template errors
    - Duplicate validation error
  - Token errors
    - User error 190
    - User error 100
  - Other
    - Template cannot be sent to multiple contacts
    - Message failed to send
  - Other error codes
Phone
To-do
- Creating to-dos
  - Converting to-dos into project tasks
- Managing the to-do pipeline
  - Scheduling activities
  - Viewing to-dos in the Project app
AI
- Access SecureIO AI
  - Use SecureIO AI
- AI agents
- AI and automation
- AI providers
  - AI API keys
  - AI agents
  - AI default prompts
    - Configuration
      - Buttons
    - Understanding AI prompt structure
  - AI document sort
  - AI fields
    - Adding a new AI field
      - Add via edit properties
    - Computing AI fields
  - Generate images with AI
    - Generate an image
      - Generate an image on a webpage
      - Write effective prompts
    - How AI image generation works
  - AI live chat
    - Connecting an agent to live chat
    - Configuring AI behavior in live chat
  - AI server actions
  - AI in email templates
  - AI voice transcription
    - Transcribe a meeting
  - Write and improve text with AI
  - AI in support workflows
    - How AI works in Helpdesk
    - Configuration
  - AI MCP server
    - MCP workflow
    - Configuration
      - Connect with OAuth
        
        Approve AI clients
        
        Connect the client and grant access
      - Connect with an API key
        
        Configure server settings
      - Expose tools to client
      - Revoke access
    - Example use cases
      - Data analysis and reporting
      - Navigation and UI interaction
      - Custom styling
        
        Available MCP tools
        
        Setup/context retrieval
        
        Data querying
        
        Navigation
        
        Website styling
        
        Media generation
        
        Additional tools

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