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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...
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Last Updated: 29/05/2025
in Administration Security
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 ...
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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...
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Last Updated: 08/01/2025
in Security & Policies
Customer Data Backup and Retention In this guide ' Customer Data ' means information and content owned and controlled by a ReadiNow Customer (including any File Repository data) held in the Customer’s tenant. 1. Backup 1.1. Backup Freque...
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Last Updated: 17/09/2025
in Platform Information
Overview ReadiNow employs multiple layers of industry standard practices, protocols and techniques to mitigate the risk of unauthorised access or modification to data or systems. This document covers ReadiNow network and protocol security mechan...
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Date Manipulation Returns the Month of when a record was created. DatePart(Day,[Created Date], getdate()) Assessing Relationships Returns the of name of the organisation that a person works for. [Contact].[Organisation] ...
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The document generator uses Word merge-fields extensively. This page contains tips for working with Merge Fields in Word. Adding Merge Fields Merge fields can be inserted into the word document with two different methods: Using Words Quick Parts...
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Last Updated: 31/07/2025
in Platform Information
The ReadiNow platform is a web-based service that empowers customers to solve their own business problems by creating or customising their own web application without the need for computer programming or other technical knowledge. The ReadiNow pla...
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Last Updated: 26/08/2020
in Platform Information Overview The ReadiNow Access Control system determines which users can view, create, and modify data records, reports, screens, and other services. Access Control is dynamic in that arbitrary custom, data driven, security rules can be easily crea...
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Last Updated: 18/03/2024
in Getting Started for Users
The ReadiNow platform is completely web based. To access the platform you will need: computer, tablet or mobile phone up-to-date web browser internet connection the URL for your ReadiNow tenant your credentials (username and password) The...