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  1. Microsoft Dynamics Integration

    for Microsoft http://login.microsoftonline.com that you can use to log in to three Microsoft portals: admin.microsoft.com  aad.portal.azure.com Your Dynamics portal … application user in your Dynamics instance to the application you created. In the Azure portal, create a Client Secret for the application. Use the application ID
    Help • Feb 29, 2024

  2. Creating Document Templates with the Word App

    by the document's recipients, constructed according to the syntax of the e-signature vendor you selected in step 5. To tag a signature, highlight the signature
    Help • Apr 08, 2024

  3. Subtable Best Practices

    -level Company table: Accounts, Partners, and Vendors. Screenshots of records belonging to each of the three subtables are shown below. The field and layout … as account records. worddav30620dc029ea453d5ebf79b7b66610e6.png Vendors Subtable The Vendors subtable holds records for vendors from which goods and services
    Help • Jul 26, 2023

  4. Attachment Types Table

    record that merges all relevant Attachment records together to form a new Sourcing Event document in PDF format. Show in Vendor Responses: Select Yes to allow the attachment to appear in the list of Published Documents from the Vendor Response. Automation The Standard System Demo system does not contain any rules
    ITIL Documentation • Mar 25, 2021

  5. SAML 2.0 CyberArk Identity Service Integration

    it to an accessible location. Create a Web App in Idaptive Next, open Idaptive. Log in to the CyberArk Identity Admin Portal using your administrator credentials … to the  GUI from the Idaptive apps dashboard in the User Portal by clicking on the  SAML application icon. For more information on creating the Group and Team
    Help • Apr 27, 2023

  6. Dashboard

    fa-commenting-o fa-3x" aria-hidden="true"></i> <h3 id="galleryh3">Get Support</h3> <p>To submit a support ticket, log into the Agiloft portal.</p
    Global • Feb 02, 2024

  7. Teams

    Administration Team Configuration Item System Administration Team Vendor Management Team Vendor Management Team Vendor Team Container for external Vendors - used in Contract Management Special Teams to Manage Schedules and Working Hours Since teams can have detailed working hours, we have set up a few
    ITIL Documentation • Mar 25, 2021

  8. Underpinning Agreements

    the OLA will be set to In Review. Underpinning Contracts If the Agreement Type is Underpinning Contract, there are some additional fields to identify the Vendor and contact information, as well as a link to fields in the Contracts table, which may hold the details of the contract with the vendor.  The Company table
    ITIL Documentation • Mar 25, 2021

  9. Supplier Management Tables

    Supplier Management tables are used to create an easy supplier onboarding process. This process includes going through a screening process and an approval process prior to being provided access to the full supplier portal. Suppliers can self-register using a link within a customer's self-hosted website or be invited
    Standard System Documentation • May 14, 2021

  10. Inbound Email Accounts

    of the options you see differ from those described here. Sign in to the Entra portal with the appropriate organization account. If your account has access to multiple … in this organizational directory only." Leave the default Redirect URI settings. Click Register. The portal automatically directs you to the overview page
    Help • Dec 12, 2023