Fit Pro Tracker

Digital Documents

Digital Documents: Copy to Clipboard and Generate PDF

Digital Documents: Reports Tab

Digital Documents:  Staff Members’ Notification Setting

Share and Import Digital Documents with a Code

Digital Documents: View, Generate PDF, and Download the Submitted File

Digital Document Sample Templates

Digital Documents: Documents Tab

This will guide you step by step through the process of creating digital documents.

How to Create Digital Documents

Sharing Digital Document to Non-Members

A guide on how to give access to Digital Documents

Digital Documents: How to give access to your Staff Members

Digital Documents: Categories Tab

Digital Documents: Automation in the Document Template

Adding and Sending Digital Documents through a Campaign

Digital Documents: Create and Customize SMS and Email Templates

Sofia Zúñiga Vega

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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