New Articles

  1. Record APIs - Record Types

    Record Types Data for most types of Object in the platform can be exposed via Record APIs (subject to a couple of basic restrictions listed in Getting Started ). Each Object will correspond to a Record Type in the Record APIs. API Namin...
  2. Record APIs - Getting Started

    ReadiNow allows you to integrate your tenant data with other systems. You can query and update data from outside the platform by exposing your data through Record APIs. Authentication The platform's APIs use OAuth 2.0 authentication with the   C...
  3. Tenant Configurable Security Tools

    Overview The ReadiNow platform offers a rich set of tools to allow customers to configure and monitor their own security within the platform tenant. Configurable security policy and tools include: Access control configuration Single Sign-On (...
  4. Configure Single Sign On

    Single sign-on (SSO) allows centralised user management via an identity provider such as 'OpenID Connect' and 'SAML' (permissions are still configured in the ReadiNow tenant). Note: SSO configuration is done on a per tenant basis, customers with ...
  5. Sample Mail Merge Fields

    Showing Fields  A simple template document loading a single specific instance. { MERGEFIELD with load Person [Peter Smith] } { MERGEFIELD [Age] } { MERGEFIELD [First Name] } { MERGEFIELD [Last Name] } Style and colour Any formatting suc...
  6. Browser Support

    ReadiNow is a web based product. Users require an Internet browser and Internet connection. The currently supported browsers are listed below: Vendor Platform Browser Version Google Windows Chrome Versions up to 12 months o...
  7. Platform Capacities

    Overview The table below summarises the limits of any one tenant. The stated limits are not a commitment that the resources are allocated, rather provide an upper limit in a tenant and the storage capacity is as listed in a Work Order. Other fact...
  8. General Settings

    General Settings allow you to set general tenant wide settings Viewing or Editing General Settings To view or edit General Settings: In the Left Navigation Area, select Settings . The Settings expand to display list. Select General Settin...
  9. Add a Document Type

    Explains how to add a document type.
  10. Themes

    Themes can be applied to a specific application or to the entire platform. Creating a new theme To create a new theme: Select Application Menu. The menu appears with available applications. Select Administration . The appli...