Appendix E - Downloadable Documents
For (User) |
Description (Document Type) |
File (Link) |
Administrator |
Roll Up File Template |
Download |
Administrator |
Administrator Guide - DOCX |
Download |
Administrator |
Administrator Guide - PDF |
Download |
Representative |
Field Rep Guide - DOCX |
Download |
Representative |
Field Rep Guide - PDF |
Download |
Representative |
Windows Client App User Guide - DOCX |
Download |
Representative |
Windows Client App User Guide - PDF |
Download |
Representative |
Windows Phone Client App User Guide - DOCX |
Download |
Representative |
Windows Phone Client App User Guide - PDF |
Download |
Representative |
Outbox Help (for client apps) |
|
Representative |
REP Visit Type |
Download |
Read Only User |
Read Only User Guide - DOCX |
Download |
Read Only User |
Read Only User Guide - PDF |
Download |
Please contact our support desk at msftreps@westlakesoftware.com or submit a 'trouble ticket' if your query is not resolved through this help documentation.